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

Geneos Wealth Management’s Portfolio XTEN Stock Details XTEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-3,315	Closed	-$152K	–	2542
2026 Q1	$152K	Sell	3,315 -383	-10%	-$17.8K	﹤0.01%	1047
2025 Q4	$171K	Sell	3,698 -390	-10%	-$18.2K	﹤0.01%	970
2025 Q3	$191K	Sell	4,088 -1,672	-29%	-$76.9K	﹤0.01%	919
2025 Q2	$266K	Buy	5,760 +1,729	+43%	+$78.8K	0.01%	899
2025 Q1	$188K	Buy	4,031 +1,052	+35%	+$47.9K	0.01%	931
2024 Q4	$134K	Buy	+2,979	New	+$138K	﹤0.01%	971

Other funds holding XTEN

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NCM

Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

Geneos Wealth Management sold out of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) in Q2 2026, closing a stake of 3,315 shares — an estimated $152K sold.

Geneos Wealth Management first reported a position in XTEN in Q4 2024 and held it in 6 quarters. The position peaked at $266K in Q2 2025. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

Geneos Wealth Management reported no remaining BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position as of Q2 2026 after selling out during the quarter.
Geneos Wealth Management sold 3,315 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $152K.
Geneos Wealth Management first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q4 2024 and held it in 6 quarters.
Geneos Wealth Management's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $266K in Q2 2025.
178 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

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