GWM
UTEN icon

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
Q2 		– Sell
-2,000
Closed -$87.2K – 2535
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 Hold
2,000
– – ﹤0.01% 1304
2025
Q1 		$87.8K Buy
2,000
+1,000
+100% +$43.1K ﹤0.01% 1213
2024
Q4 		$42.6K Buy
+1,000
New +$43.6K ﹤0.01% 1381

Other funds holding UTEN

EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
WCAMG
Woodard & Company Asset Management Group Bermuda Run, North Carolina $694M AUM 29.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Geneos Wealth Management's UTEN Position: Q2 2026 in Review

Geneos Wealth Management sold out of US Treasury 10 Year Note ETF (UTEN) in Q2 2026, closing a stake of 2,000 shares — an estimated $87.2K sold.

Geneos Wealth Management first reported a position in UTEN in Q4 2024 and held it in 6 quarters. The position peaked at $88.4K in Q3 2025. 53 funds tracked by Wall St. Rank hold UTEN as of Q2 2026.

  • Geneos Wealth Management reported no remaining US Treasury 10 Year Note ETF position as of Q2 2026 after selling out during the quarter.
  • Geneos Wealth Management sold 2,000 US Treasury 10 Year Note ETF shares in Q2 2026, an estimated $87.2K.
  • Geneos Wealth Management first reported a position in US Treasury 10 Year Note ETF in Q4 2024 and held it in 6 quarters.
  • Geneos Wealth Management's US Treasury 10 Year Note ETF position peaked at $88.4K in Q3 2025.
  • 53 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.