GWM
ARTY

Geneos Wealth Management’s iShares Future AI & Tech ETF ARTY Stock Holding History

Geneos Wealth Management’s Portfolio ARTY Stock Details ARTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$612K Buy
8,036
+3,057
+61% +$203K 0.01% 672
2026
Q1 		$232K Sell
4,979
-479
-9% -$24K 0.01% 921
2025
Q4 		$263K Buy
5,458
+424
+8% +$20.4K 0.01% 842
2025
Q3 		$230K Buy
5,034
+1,106
+28% +$47.5K 0.01% 855
2025
Q2 		$161K Buy
3,928
+1,044
+36% +$36.5K ﹤0.01% 1069
2025
Q1 		$90.7K Buy
2,884
+245
+9% +$9.08K ﹤0.01% 1199
2024
Q4 		$97.8K Buy
2,639
+140
+6% +$5.09K ﹤0.01% 1077
2024
Q3 		$85.6K Buy
2,499
+686
+38% +$22.8K ﹤0.01% 1010
2024
Q2 		$60.2K Buy
1,813
+475
+36% +$15.8K ﹤0.01% 1011
2024
Q1 		$46K Sell
1,338
-1,261
-49% -$42.4K ﹤0.01% 1095
2023
Q4 		$89.7K Buy
2,599
+2,356
+970% +$74.6K ﹤0.01% 871
2023
Q3 		$7.42K Hold
243
– – ﹤0.01% 1641
2023
Q2 		$8.03K Hold
243
– – ﹤0.01% 1630
2023
Q1 		$7.63K Buy
+243
New +$7.17K ﹤0.01% 1619
2022
Q1 		– Sell
-2,586
Closed -$107K – 3015
2021
Q4 		$107K Buy
2,586
+1
+0% +$44 ﹤0.01% 1137
2021
Q3 		$109K Hold
2,585
– – ﹤0.01% 1141
2021
Q2 		$115K Hold
2,585
– – ﹤0.01% 1116
2021
Q1 		$112K Hold
2,585
– – ﹤0.01% 1255
2020
Q4 		$111K Buy
2,585
+1,142
+79% +$41.5K ﹤0.01% 1101
2020
Q3 		$46K Hold
1,443
– – ﹤0.01% 1290
2020
Q2 		$42K Hold
1,443
– – ﹤0.01% 1289
2020
Q1 		$31K Hold
1,443
– – ﹤0.01% 1330
2019
Q4 		$39K Hold
1,443
– – ﹤0.01% 1393
2019
Q3 		$35K Hold
1,443
– – ﹤0.01% 1355
2019
Q2 		$35K Buy
+1,443
New +$35.4K ﹤0.01% 1373

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Geneos Wealth Management's ARTY Position: Q2 2026 in Review

Geneos Wealth Management increased its iShares Future AI & Tech ETF (ARTY) stake by 61% in Q2 2026, buying an estimated $203K and bringing the position to 8,036 shares worth $612K. The position accounts for 0.01% of the portfolio, ranked #672.

Geneos Wealth Management first reported a position in ARTY in Q2 2019 and has held it in 25 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Geneos Wealth Management held 8,036 shares of iShares Future AI & Tech ETF worth $612K as of Q2 2026.
  • Geneos Wealth Management bought 3,057 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $203K.
  • iShares Future AI & Tech ETF made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #672 holding.
  • Geneos Wealth Management first reported a position in iShares Future AI & Tech ETF in Q2 2019 and has held it in 25 quarters since.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.