Geneos Wealth Management’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History
Bought
Maintained
Sold
Other funds holding XONE
AWM
SMC
TWM
AFS
BWS
NRG
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.