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Geneos Wealth Management’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

Geneos Wealth Management’s Portfolio XFIV Stock Details XFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,904
Closed -$144K – 2570
2025
Q3 		$144K Buy
+2,904
New +$143K ﹤0.01% 1007

Other funds holding XFIV

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
NRG
Nemes Rush Group Novi, Michigan $1.05B AUM 30.08% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Geneos Wealth Management's XFIV Position: Q4 2025 in Review

Geneos Wealth Management sold out of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) in Q4 2025, closing a stake of 2,904 shares — an estimated $144K sold.

Geneos Wealth Management first reported a position in XFIV in Q3 2025 and held it in 1 quarter. The position peaked at $144K in Q3 2025. 40 funds tracked by Wall St. Rank hold XFIV as of Q4 2025.

  • Geneos Wealth Management reported no remaining BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 2,904 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q4 2025, an estimated $144K.
  • Geneos Wealth Management first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q3 2025 and held it in 1 quarter.
  • Geneos Wealth Management's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $144K in Q3 2025.
  • 40 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q4 2025.

Based on Geneos Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.