Geneos Wealth Management
VOLT icon

Geneos Wealth Management’s Tema Electrification ETF VOLT Stock Holding History

Geneos Wealth Management’s Portfolio VOLT Stock Details VOLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.64K Sell
244
-226
-48% -$8.38K ﹤0.01% 2453
2026
Q2 		$19.7K Buy
470
+244
+108% +$9.6K ﹤0.01% 1808
2026
Q1 		$7.74K Buy
+226
New +$7.53K ﹤0.01% 2054

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LPL Financial
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HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Arrow Financial
Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Avaii Wealth Management
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.12% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Members Advisory Group
Members Advisory Group Williamsville, New York $346M AUM 28.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Avid Wealth Partners
Avid Wealth Partners San Antonio, Texas $219M AUM 18.3% 1-Year Est. Return

Geneos Wealth Management's VOLT Position: Q3 2026 in Review

Geneos Wealth Management reduced its Tema Electrification ETF (VOLT) stake by 48% in Q3 2026, selling an estimated $8.38K and leaving 244 shares worth $8.64K. The position accounts for ﹤0.01% of the portfolio, ranked #2453.

Geneos Wealth Management first reported a position in VOLT in Q1 2026 and has held it in 3 quarters since. The position peaked at $19.7K in Q2 2026. 98 funds tracked by Wall St. Rank hold VOLT as of Q3 2026.

  • Geneos Wealth Management held 244 shares of Tema Electrification ETF worth $8.64K as of Q3 2026.
  • Geneos Wealth Management sold 226 Tema Electrification ETF shares in Q3 2026, an estimated $8.38K.
  • Tema Electrification ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #2453 holding.
  • Geneos Wealth Management first reported a position in Tema Electrification ETF in Q1 2026 and has held it in 3 quarters since.
  • Geneos Wealth Management's Tema Electrification ETF position peaked at $19.7K in Q2 2026.
  • 98 funds tracked by Wall St. Rank held Tema Electrification ETF as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.