Geneos Wealth Management Inc.
Position in XONE — BondBloxx Bloomberg One Year Target Duration US Treasury ETF
CIK 1764754
ENGLEWOOD, CO
Position in XONE
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$96,365
-$12,760 QoQ
Shares Held
1,946
-11.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Common Shares in XONE Over Time
Shares Held
Position Value (USD)
All Filings in XONE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $96,365 | 1,946 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $109,125 | 2,203 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $122,163 | 2,460 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $168,196 | 3,389 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $210,763 | 4,239 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $167,098 | 3,373 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||