Geneos Wealth Management Inc.
Position in BBAG — JPMorgan BetaBuilders U.S. Aggregate Bond ETF
CIK 1764754
ENGLEWOOD, CO
Position in BBAG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$24,675
-$805,928 QoQ
Shares Held
537
-97.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#42
of 57 holders
Holding Since
Jun 2022
14 quarters on record
Common Shares in BBAG Over Time
Shares Held
Position Value (USD)
All Filings in BBAG
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,675 | 537 | Shares | Sole | 2026-08-06 | |
| 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. | ||||||