Geneos Wealth Management Inc.
Position in BBAG — JPMorgan BetaBuilders U.S. Aggregate Bond ETF
CIK 1764754
ENGLEWOOD, CO
Position in BBAG
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$830,603
-$176,432 QoQ
Shares Held
17,994
-17.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
13 quarters on record
Common Shares in BBAG Over Time
Shares Held
Position Value (USD)
All Filings in BBAG
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $830,603 | 17,994 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,007,035 | 21,694 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $948,847 | 20,331 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $677,544 | 14,675 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $878,533 | 19,053 | Shares | Sole | 2025-05-08 | |
| 2024-09-30 | $523,027 | 11,053 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $447,924 | 9,864 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $340,722 | 7,428 | Shares | Sole | 2024-05-03 | |
| 2023-06-30 | $1,565,409 | 33,898 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,615,549 | 34,410 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $51,788 | 1,131 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $51,460 | 1,131 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $54,254 | 1,131 | Shares | Sole | 2022-07-22 | |
| No filing history on record for this holder in this stock. | ||||||