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Geneos Wealth Management’s US Treasury 10 Year Note ETF UTEN Stock Holding History

Geneos Wealth Management’s Portfolio UTEN Stock Details UTEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$87.2K Hold
2,000
– – ﹤0.01% 1212
2025
Q4 		$88.1K Hold
2,000
– – ﹤0.01% 1185
2025
Q3 		$88.4K Hold
2,000
– – ﹤0.01% 1163
2025
Q2 		$87.8K Sell
2,000
-2,000
-50% -$86.7K ﹤0.01% 1304
2025
Q1 		$176K Buy
4,000
+3,000
+300% +$129K ﹤0.01% 1291
2024
Q4 		$42.6K Buy
+1,000
New +$43.6K ﹤0.01% 1381

Other funds holding UTEN

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
WCAMG
Woodard & Company Asset Management Group Bermuda Run, North Carolina $625M AUM 20% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM

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

Geneos Wealth Management held its US Treasury 10 Year Note ETF (UTEN) position steady in Q1 2026 at 2,000 shares worth $87.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

Geneos Wealth Management first reported a position in UTEN in Q4 2024 and has held it in 6 quarters since. The position peaked at $176K in Q1 2025. 51 funds tracked by Wall St. Rank hold UTEN as of Q1 2026.

  • Geneos Wealth Management held 2,000 shares of US Treasury 10 Year Note ETF worth $87.2K as of Q1 2026.
  • Geneos Wealth Management left its US Treasury 10 Year Note ETF share count unchanged in Q1 2026.
  • US Treasury 10 Year Note ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1212 holding.
  • Geneos Wealth Management first reported a position in US Treasury 10 Year Note ETF in Q4 2024 and has held it in 6 quarters since.
  • Geneos Wealth Management's US Treasury 10 Year Note ETF position peaked at $176K in Q1 2025.
  • 51 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q1 2026.

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