Geneos Wealth Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $27.8K | Buy |
+285
| New | +$27.2K | ﹤0.01% | 1687 |
|
|
2025
Q3 | – | Sell |
-1,152
| Closed | -$96.1K | – | 2507 |
|
|
2025
Q2 | $96.1K | Hold |
1,152
| – | – | ﹤0.01% | 1276 |
|
|
2025
Q1 | $88.1K | Buy |
1,152
+909
| +374% | +$70.8K | ﹤0.01% | 1211 |
|
|
2024
Q4 | $18.6K | Hold |
243
| – | – | ﹤0.01% | 1757 |
|
|
2024
Q3 | $19.2K | Buy |
+243
| New | +$18.5K | ﹤0.01% | 1575 |
|
|
2023
Q4 | – | Sell |
-175
| Closed | -$11.1K | – | 2095 |
|
|
2023
Q3 | $11.1K | Hold |
175
| – | – | ﹤0.01% | 1538 |
|
|
2023
Q2 | $11.6K | Hold |
175
| – | – | ﹤0.01% | 1535 |
|
|
2023
Q1 | $11.1K | Hold |
175
| – | – | ﹤0.01% | 1520 |
|
|
2022
Q4 | $10.5K | Hold |
175
| – | – | ﹤0.01% | 1522 |
|
|
2022
Q3 | $9K | Sell |
175
-411
| -70% | -$25K | ﹤0.01% | 1530 |
|
|
2022
Q2 | $35K | Buy |
586
+175
| +43% | +$11.1K | ﹤0.01% | 1428 |
|
|
2022
Q1 | $28K | Sell |
411
-21
| -5% | -$1.45K | ﹤0.01% | 1628 |
|
|
2021
Q4 | $31K | Hold |
432
| – | – | ﹤0.01% | 1676 |
|
|
2021
Q3 | $30K | Hold |
432
| – | – | ﹤0.01% | 1716 |
|
|
2021
Q2 | $30K | Sell |
432
-4,775
| -92% | -$332K | ﹤0.01% | 1707 |
|
|
2021
Q1 | $359K | Buy |
5,207
+41
| +0.8% | +$2.71K | 0.01% | 728 |
|
|
2020
Q4 | $28K | Buy |
5,166
+4,734
| +1,096% | +$289K | ﹤0.01% | 1723 |
|
|
2020
Q3 | $24K | Hold |
432
| – | – | ﹤0.01% | 1564 |
|
|
2020
Q2 | $23K | Hold |
432
| – | – | ﹤0.01% | 1551 |
|
|
2020
Q1 | $20K | Buy |
432
+161
| +59% | +$8.82K | ﹤0.01% | 1505 |
|
|
2019
Q4 | $15K | Sell |
271
-372
| -58% | -$21K | ﹤0.01% | 1797 |
|
|
2019
Q3 | $31K | Sell |
643
-46
| -7% | -$2.51K | ﹤0.01% | 1401 |
|
|
2019
Q2 | $37K | Sell |
689
-55
| -7% | -$2.97K | ﹤0.01% | 1337 |
|
|
2019
Q1 | $39K | Buy |
744
+180
| +32% | +$9.33K | ﹤0.01% | 1262 |
|
|
2018
Q4 | $27K | Hold |
564
| – | – | ﹤0.01% | 1365 |
|
|
2018
Q3 | $30K | Hold |
564
| – | – | ﹤0.01% | 1397 |
|
|
2018
Q2 | $30K | Sell |
564
-708
| -56% | -$38.1K | ﹤0.01% | 1277 |
|
|
2018
Q1 | $68K | Hold |
1,272
| – | – | 0.01% | 881 |
|
|
2017
Q4 | $68K | Hold |
1,272
| – | – | 0.01% | 879 |
|
|
2017
Q3 | $68K | Hold |
1,272
| – | – | 0.01% | 833 |
|
|
2017
Q2 | $65K | Hold |
1,272
| – | – | 0.01% | 830 |
|
|
2017
Q1 | $63K | Buy |
1,272
+18
| +1% | +$881 | 0.01% | 808 |
|
|
2016
Q4 | $59K | Buy |
1,254
+188
| +18% | +$8.82K | 0.01% | 779 |
|
|
2016
Q3 | $50K | Hold |
1,066
| – | – | 0.01% | 807 |
|
|
2016
Q2 | $49K | Sell |
1,066
-100
| -9% | -$4.55K | 0.01% | 813 |
|
|
2016
Q1 | $52K | Buy |
+1,166
| New | +$50.4K | 0.01% | 784 |
|
Other funds holding AOA
JSA
EIG
FIA
WA
Geneos Wealth Management's AOA Position: Q2 2026 in Review
Geneos Wealth Management opened a new position in iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2026: 285 shares worth $27.8K. The stake represents ﹤0.01% of the portfolio and ranks #1687 among its holdings. This is a return to the name: Geneos Wealth Management previously reported a position in AOA as recently as Q2 2025.
Geneos Wealth Management first reported a position in AOA in Q1 2016 and has held it in 36 quarters since. The position peaked at $359K in Q1 2021. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.
- Geneos Wealth Management held 285 shares of iShares Core 80/20 Aggressive Allocation ETF worth $27.8K as of Q2 2026.
- iShares Core 80/20 Aggressive Allocation ETF was a new Geneos Wealth Management position in Q2 2026.
- iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1687 holding.
- Geneos Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2016 and has held it in 36 quarters since.
- Geneos Wealth Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $359K in Q1 2021.
- 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.