GWM
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Geneos Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Geneos Wealth Management’s Portfolio BLV Stock Details BLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.21M Buy
17,563
+642
+4% +$44.8K 0.03% 463
2025
Q4 		$1.18M Buy
16,921
+554
+3% +$39.2K 0.03% 460
2025
Q3 		$1.16M Buy
16,367
+3,302
+25% +$229K 0.03% 452
2025
Q2 		$909K Sell
13,065
-16,938
-56% -$1.16M 0.02% 561
2025
Q1 		$2.11M Buy
30,003
+17,741
+145% +$1.23M 0.03% 476
2024
Q4 		$839K Buy
12,262
+467
+4% +$33.3K 0.03% 457
2024
Q3 		$887K Buy
11,795
+963
+9% +$70.8K 0.03% 436
2024
Q2 		$761K Buy
10,832
+623
+6% +$43.6K 0.03% 407
2024
Q1 		$738K Buy
10,209
+2,157
+27% +$156K 0.03% 409
2023
Q4 		$600K Sell
8,052
-1,418
-15% -$97.2K 0.03% 428
2023
Q3 		$635K Buy
9,470
+2,482
+36% +$177K 0.03% 414
2023
Q2 		$524K Buy
6,988
+5,843
+510% +$439K 0.03% 452
2023
Q1 		$87.8K Buy
1,145
+1,081
+1,689% +$81.7K 0.01% 882
2022
Q4 		$4.65K Sell
64
-108
-63% -$7.82K ﹤0.01% 1722
2022
Q3 		$12K Buy
172
+90
+110% +$7.12K ﹤0.01% 1459
2022
Q2 		$6K Sell
82
-249
-75% -$20.5K ﹤0.01% 2118
2022
Q1 		$30K Sell
331
-386
-54% -$36.8K ﹤0.01% 1601
2021
Q4 		$73K Sell
717
-75
-9% -$7.75K ﹤0.01% 1301
2021
Q3 		$81K Buy
792
+43
+6% +$4.51K ﹤0.01% 1253
2021
Q2 		$77K Sell
749
-519
-41% -$51.9K ﹤0.01% 1271
2021
Q1 		$126K Sell
1,268
-183
-13% -$18.8K ﹤0.01% 1193
2020
Q4 		$98K Buy
1,451
+689
+90% +$76.7K ﹤0.01% 1153
2020
Q3 		$85K Buy
762
+68
+10% +$7.74K ﹤0.01% 1009
2020
Q2 		$77K Buy
694
+36
+5% +$3.93K ﹤0.01% 1027
2020
Q1 		$70K Buy
658
+9
+1% +$940 ﹤0.01% 975
2019
Q4 		$65K Buy
649
+50
+8% +$5.07K ﹤0.01% 1128
2019
Q3 		$61K Buy
599
+30
+5% +$3.02K ﹤0.01% 1082
2019
Q2 		$55K Buy
569
+20
+4% +$1.86K ﹤0.01% 1136
2019
Q1 		$50K Buy
549
+160
+41% +$14.2K ﹤0.01% 1137
2018
Q4 		$33K Sell
389
-14
-3% -$1.19K ﹤0.01% 1287
2018
Q3 		$35K Sell
403
-40
-9% -$3.54K ﹤0.01% 1328
2018
Q2 		$39K Sell
443
-50
-10% -$4.43K ﹤0.01% 1155
2018
Q1 		$44K Buy
493
+53
+12% +$4.83K ﹤0.01% 1044
2017
Q4 		$41K Hold
440
– – ﹤0.01% 1082
2017
Q3 		$41K Sell
440
-50
-10% -$4.68K ﹤0.01% 1040
2017
Q2 		$45K Hold
490
– – ﹤0.01% 956
2017
Q1 		$44K Hold
490
– – ﹤0.01% 935
2016
Q4 		$43K Sell
490
-196
-29% -$18K 0.01% 893
2016
Q3 		$67K Hold
686
– – 0.01% 705
2016
Q2 		$67K Hold
686
– – 0.01% 703
2016
Q1 		$63K Buy
+686
New +$61.6K 0.01% 725

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Geneos Wealth Management increased its Vanguard Long-Term Bond ETF (BLV) stake by 3.8% in Q1 2026, buying an estimated $44.8K and bringing the position to 17,563 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #463.

Geneos Wealth Management first reported a position in BLV in Q1 2016 and has held it in 41 quarters since. The position peaked at $2.11M in Q1 2025. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

  • Geneos Wealth Management held 17,563 shares of Vanguard Long-Term Bond ETF worth $1.21M as of Q1 2026.
  • Geneos Wealth Management bought 642 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $44.8K.
  • Vanguard Long-Term Bond ETF made up 0.03% of Geneos Wealth Management's portfolio in Q1 2026, its #463 holding.
  • Geneos Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Vanguard Long-Term Bond ETF position peaked at $2.11M in Q1 2025.
  • 407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

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