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Geneos Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Geneos Wealth Management’s Portfolio BIV Stock Details BIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$33.6M Buy
435,277
+46,438
+12% +$3.62M 0.78% 19
2025
Q4 		$30.3M Buy
388,839
+19,026
+5% +$1.49M 0.74% 23
2025
Q3 		$28.9M Buy
369,813
+9,607
+3% +$744K 0.73% 24
2025
Q2 		$27.9M Sell
360,206
-348,379
-49% -$26.5M 0.68% 24
2025
Q1 		$54.3M Buy
708,585
+360,820
+104% +$27.2M 0.78% 17
2024
Q4 		$26M Sell
347,765
-4,461
-1% -$339K 0.91% 16
2024
Q3 		$27.6M Buy
352,226
+22,238
+7% +$1.71M 1.05% 12
2024
Q2 		$24.7M Buy
329,988
+6,960
+2% +$517K 1.1% 10
2024
Q1 		$24.4M Buy
323,028
+9,622
+3% +$725K 1.12% 10
2023
Q4 		$23.9M Sell
313,406
-12,665
-4% -$928K 1.18% 11
2023
Q3 		$23.6M Buy
326,071
+15,028
+5% +$1.11M 1.21% 10
2023
Q2 		$23.4M Buy
311,043
+15,017
+5% +$1.14M 1.23% 8
2023
Q1 		$22.7M Buy
296,026
+2,695
+0.9% +$204K 1.38% 6
2022
Q4 		$21.8M Sell
293,331
-1,020
-0.3% -$75.6K 1.32% 10
2022
Q3 		$21.6M Sell
294,351
-6,381
-2% -$494K 1.49% 11
2022
Q2 		$23.6M Buy
300,732
+3,436
+1% +$269K 1.16% 11
2022
Q1 		$24.3M Sell
297,296
-6,097
-2% -$515K 1.05% 15
2021
Q4 		$26.6M Buy
303,393
+14,044
+5% +$1.25M 1.01% 13
2021
Q3 		$26M Buy
289,349
+249,332
+623% +$22.6M 0.99% 14
2021
Q2 		$3.6M Buy
40,017
+1,783
+5% +$159K 0.14% 158
2021
Q1 		$3.41M Buy
38,234
+640
+2% +$58.1K 0.1% 218
2020
Q4 		$3.24M Sell
37,594
-3,228
-8% -$301K 0.13% 176
2020
Q3 		$3.81M Sell
40,822
-1,477
-3% -$138K 0.2% 115
2020
Q2 		$3.93M Sell
42,299
-1,533
-3% -$140K 0.22% 109
2020
Q1 		$3.89M Buy
43,832
+3,223
+8% +$286K 0.26% 86
2019
Q4 		$3.55M Buy
40,609
+2,823
+7% +$247K 0.19% 135
2019
Q3 		$3.32M Sell
37,786
-11,343
-23% -$991K 0.2% 126
2019
Q2 		$4.25M Buy
49,129
+488
+1% +$41.2K 0.26% 104
2019
Q1 		$4.08M Sell
48,641
-9,184
-16% -$756K 0.27% 97
2018
Q4 		$4.7M Buy
57,825
+388
+0.7% +$31.1K 0.35% 69
2018
Q3 		$4.62M Sell
57,437
-1,610
-3% -$130K 0.31% 86
2018
Q2 		$4.78M Sell
59,047
-2,570
-4% -$208K 0.37% 74
2018
Q1 		$5.04M Buy
61,617
+12,535
+26% +$1.03M 0.44% 57
2017
Q4 		$4.11M Buy
49,082
+2,345
+5% +$198K 0.37% 79
2017
Q3 		$3.96M Buy
46,737
+1,267
+3% +$108K 0.39% 71
2017
Q2 		$3.84M Buy
45,470
+2,705
+6% +$229K 0.39% 72
2017
Q1 		$3.58M Sell
42,765
-166
-0.4% -$13.8K 0.37% 70
2016
Q4 		$3.57M Buy
42,931
+629
+1% +$53.4K 0.47% 46
2016
Q3 		$3.71M Buy
42,302
+13,637
+48% +$1.2M 0.5% 46
2016
Q2 		$2.52M Sell
28,665
-2,123
-7% -$184K 0.37% 66
2016
Q1 		$2.65M Buy
+30,788
New +$2.61M 0.4% 54

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Geneos Wealth Management's BIV Position: Q1 2026 in Review

Geneos Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 12% in Q1 2026, buying an estimated $3.62M and bringing the position to 435,277 shares worth $33.6M. The position accounts for 0.78% of the portfolio, ranked #19.

Geneos Wealth Management first reported a position in BIV in Q1 2016 and has held it in 41 quarters since. The position peaked at $54.3M in Q1 2025. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Geneos Wealth Management held 435,277 shares of Vanguard Intermediate-Term Bond ETF worth $33.6M as of Q1 2026.
  • Geneos Wealth Management bought 46,438 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $3.62M.
  • Vanguard Intermediate-Term Bond ETF made up 0.78% of Geneos Wealth Management's portfolio in Q1 2026, its #19 holding.
  • Geneos Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $54.3M in Q1 2025.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.