Genesis Private Wealth
HELO icon

Genesis Private Wealth’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Genesis Private Wealth’s Portfolio HELO Stock Details HELO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$300K Sell
4,341
-13
-0.3% -$896 0.08% 135
2026
Q2 		$294K Buy
4,354
+12
+0.3% +$806 0.08% 135
2026
Q1 		$277K Buy
4,342
+122
+3% +$8.08K 0.09% 137
2025
Q4 		$280K Buy
4,220
+13
+0.3% +$854 0.09% 132
2025
Q3 		$273K Buy
+4,207
New +$269K 0.11% 106

Other funds holding HELO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
CGC Financial Services
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
Taylor Securities Services
Taylor Securities Services Harrisburg, Pennsylvania $250M AUM 13.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Genesis Private Wealth's HELO Position: Q3 2026 in Review

Genesis Private Wealth reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 0.3% in Q3 2026, selling an estimated $896 and leaving 4,341 shares worth $300K. The position accounts for 0.08% of the portfolio, ranked #135.

Genesis Private Wealth first reported a position in HELO in Q3 2025 and has held it in 5 quarters since. 240 funds tracked by Wall St. Rank hold HELO as of Q3 2026.

  • Genesis Private Wealth held 4,341 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $300K as of Q3 2026.
  • Genesis Private Wealth sold 13 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q3 2026, an estimated $896.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.08% of Genesis Private Wealth's portfolio in Q3 2026, its #135 holding.
  • Genesis Private Wealth first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2025 and has held it in 5 quarters since.
  • 240 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q3 2026.

Based on Genesis Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.