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Genesis Private Wealth’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Genesis Private Wealth’s Portfolio JMBS Stock Details JMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.98M Buy
177,437
+9,265
+6% +$419K 2.24% 11
2026
Q1 		$7.6M Buy
168,172
+1,655
+1% +$75.8K 2.39% 10
2025
Q4 		$7.61M Buy
166,517
+19,601
+13% +$897K 2.36% 9
2025
Q3 		$6.71M Buy
+146,916
New +$6.62M 2.82% 9

Other funds holding JMBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $413M AUM 13.08% 1-Year Est. Return

Genesis Private Wealth's JMBS Position: Q2 2026 in Review

Genesis Private Wealth increased its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 5.5% in Q2 2026, buying an estimated $419K and bringing the position to 177,437 shares worth $7.98M. The position accounts for 2.24% of the portfolio, ranked #11.

Genesis Private Wealth first reported a position in JMBS in Q3 2025 and has held it in 4 quarters since. 52 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

  • Genesis Private Wealth held 177,437 shares of Janus Henderson Mortgage-Backed Securities ETF worth $7.98M as of Q2 2026.
  • Genesis Private Wealth bought 9,265 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $419K.
  • Janus Henderson Mortgage-Backed Securities ETF made up 2.24% of Genesis Private Wealth's portfolio in Q2 2026, its #11 holding.
  • Genesis Private Wealth first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q3 2025 and has held it in 4 quarters since.
  • 52 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.