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Geneos Wealth Management’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Geneos Wealth Management’s Portfolio XBIL Stock Details XBIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$298K Buy
5,957
+293
+5% +$14.7K 0.01% 873
2026
Q1 		$283K Hold
5,664
– – 0.01% 854
2025
Q4 		$284K Hold
5,664
– – 0.01% 816
2025
Q3 		$284K Buy
5,664
+1,079
+24% +$54.1K 0.01% 801
2025
Q2 		$230K Hold
4,585
– – 0.01% 943
2025
Q1 		$230K Hold
4,585
– – 0.01% 859
2024
Q4 		$229K Buy
+4,585
New +$230K 0.01% 795

Other funds holding XBIL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Geneos Wealth Management increased its US Treasury 6 Month Bill ETF (XBIL) stake by 5.2% in Q2 2026, buying an estimated $14.7K and bringing the position to 5,957 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #873.

Geneos Wealth Management first reported a position in XBIL in Q4 2024 and has held it in 7 quarters since. 95 funds tracked by Wall St. Rank hold XBIL as of Q2 2026.

  • Geneos Wealth Management held 5,957 shares of US Treasury 6 Month Bill ETF worth $298K as of Q2 2026.
  • Geneos Wealth Management bought 293 US Treasury 6 Month Bill ETF shares in Q2 2026, an estimated $14.7K.
  • US Treasury 6 Month Bill ETF made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #873 holding.
  • Geneos Wealth Management first reported a position in US Treasury 6 Month Bill ETF in Q4 2024 and has held it in 7 quarters since.
  • 95 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q2 2026.

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