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

Geneos Wealth Management’s Portfolio XONE Stock Details XONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$96.4K Sell
1,946
-257
-12% -$12.7K ﹤0.01% 1185
2025
Q4 		$109K Sell
2,203
-257
-10% -$12.7K ﹤0.01% 1127
2025
Q3 		$122K Sell
2,460
-929
-27% -$46K ﹤0.01% 1059
2025
Q2 		$168K Sell
3,389
-4,832
-59% -$239K ﹤0.01% 1058
2025
Q1 		$409K Buy
8,221
+4,848
+144% +$241K 0.01% 961
2024
Q4 		$167K Buy
+3,373
New +$167K 0.01% 899

Other funds holding XONE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $810M AUM 10.81% 1-Year Est. Return
NRG
Nemes Rush Group Novi, Michigan $1.05B AUM 30.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Geneos Wealth Management reduced its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 12% in Q1 2026, selling an estimated $12.7K and leaving 1,946 shares worth $96.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1185.

Geneos Wealth Management first reported a position in XONE in Q4 2024 and has held it in 6 quarters since. The position peaked at $409K in Q1 2025. 98 funds tracked by Wall St. Rank hold XONE as of Q1 2026.

  • Geneos Wealth Management held 1,946 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $96.4K as of Q1 2026.
  • Geneos Wealth Management sold 257 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $12.7K.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1185 holding.
  • Geneos Wealth Management first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q4 2024 and has held it in 6 quarters since.
  • Geneos Wealth Management's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $409K in Q1 2025.
  • 98 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q1 2026.

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