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Geneos Wealth Management’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

Geneos Wealth Management’s Portfolio USSG Stock Details USSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$35K Buy
586
+3
+0.5% +$189 ﹤0.01% 1565
2025
Q4 		$37K Hold
583
– – ﹤0.01% 1504
2025
Q3 		$35.8K Buy
583
+25
+4% +$1.47K ﹤0.01% 1507
2025
Q2 		$31.7K Sell
558
-558
-50% -$29.2K ﹤0.01% 1806
2025
Q1 		$56.2K Buy
1,116
+506
+83% +$27.1K ﹤0.01% 1855
2024
Q4 		$32.9K Buy
610
+5
+0.8% +$274 ﹤0.01% 1502
2024
Q3 		$32.2K Hold
605
– – ﹤0.01% 1364
2024
Q2 		$30.9K Sell
605
-1,000
-62% -$49.1K ﹤0.01% 1228
2024
Q1 		$79.2K Sell
1,605
-618
-28% -$28.9K ﹤0.01% 923
2023
Q4 		$98.3K Sell
2,223
-93
-4% -$3.85K ﹤0.01% 844
2023
Q3 		$91.9K Sell
2,316
-330
-12% -$13.6K ﹤0.01% 898
2023
Q2 		$108K Sell
2,646
-99
-4% -$3.81K 0.01% 855
2023
Q1 		$103K Buy
2,745
+10
+0.4% +$365 0.01% 836
2022
Q4 		$95.3K Hold
2,735
– – 0.01% 841
2022
Q3 		$89K Sell
2,735
-435
-14% -$15.8K 0.01% 844
2022
Q2 		$111K Buy
3,170
+376
+13% +$14.2K 0.01% 978
2022
Q1 		$116K Buy
2,794
+41
+1% +$1.69K 0.01% 1025
2021
Q4 		$122K Buy
2,753
+385
+16% +$16.6K ﹤0.01% 1087
2021
Q3 		$95K Hold
2,368
– – ﹤0.01% 1196
2021
Q2 		$94K Hold
2,368
– – ﹤0.01% 1187
2021
Q1 		$90K Buy
2,368
+185
+8% +$6.53K ﹤0.01% 1351
2020
Q4 		$79K Buy
2,183
+848
+64% +$27.4K ﹤0.01% 1243
2020
Q3 		$40K Hold
1,335
– – ﹤0.01% 1352
2020
Q2 		$36K Sell
1,335
-40
-3% -$1.08K ﹤0.01% 1368
2020
Q1 		$32K Sell
1,375
-1,200
-47% -$33.6K ﹤0.01% 1312
2019
Q4 		$75K Buy
+2,575
New +$72.1K ﹤0.01% 1065

Other funds holding USSG

BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Geneos Wealth Management's USSG Position: Q1 2026 in Review

Geneos Wealth Management increased its Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) stake by 0.51% in Q1 2026, buying an estimated $189 and bringing the position to 586 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #1565.

Geneos Wealth Management first reported a position in USSG in Q4 2019 and has held it in 26 quarters since. The position peaked at $122K in Q4 2021. 76 funds tracked by Wall St. Rank hold USSG as of Q1 2026.

  • Geneos Wealth Management held 586 shares of Xtrackers MSCI USA ESG Leaders Equity ETF worth $35K as of Q1 2026.
  • Geneos Wealth Management bought 3 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q1 2026, an estimated $189.
  • Xtrackers MSCI USA ESG Leaders Equity ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1565 holding.
  • Geneos Wealth Management first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q4 2019 and has held it in 26 quarters since.
  • Geneos Wealth Management's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $122K in Q4 2021.
  • 76 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.