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Geneos Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Geneos Wealth Management’s Portfolio BND Stock Details BND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.3M Buy
153,422
+9,671
+7% +$717K 0.26% 83
2025
Q4 		$10.6M Buy
143,751
+13,732
+11% +$1.02M 0.26% 90
2025
Q3 		$9.67M Sell
130,019
-218,171
-63% -$16.1M 0.25% 97
2025
Q2 		$25.6M Sell
348,190
-317,679
-48% -$23.1M 0.63% 28
2025
Q1 		$48.9M Buy
665,869
+488,045
+274% +$35.4M 0.7% 23
2024
Q4 		$12.8M Buy
177,824
+25,368
+17% +$1.85M 0.45% 42
2024
Q3 		$11.5M Buy
152,456
+72,639
+91% +$5.38M 0.44% 46
2024
Q2 		$5.75M Sell
79,817
-281
-0.4% -$20.1K 0.26% 89
2024
Q1 		$5.82M Sell
80,098
-77,122
-49% -$5.6M 0.27% 87
2023
Q4 		$11.6M Buy
157,220
+56,987
+57% +$4.02M 0.57% 37
2023
Q3 		$6.99M Sell
100,233
-447
-0.4% -$31.9K 0.36% 58
2023
Q2 		$7.32M Buy
100,680
+84,497
+522% +$6.19M 0.38% 53
2023
Q1 		$1.19M Sell
16,183
-59,133
-79% -$4.33M 0.07% 265
2022
Q4 		$5.41M Sell
75,316
-2,327
-3% -$167K 0.33% 79
2022
Q3 		$5.54M Sell
77,643
-15,386
-17% -$1.15M 0.38% 54
2022
Q2 		$7.04M Buy
93,029
+66,561
+251% +$5.07M 0.35% 57
2022
Q1 		$2.1M Sell
26,468
-660
-2% -$53.9K 0.09% 215
2021
Q4 		$2.3M Sell
27,128
-542
-2% -$46.2K 0.09% 230
2021
Q3 		$2.37M Buy
27,670
+2,240
+9% +$193K 0.09% 221
2021
Q2 		$2.18M Sell
25,430
-77,354
-75% -$6.6M 0.09% 226
2021
Q1 		$8.76M Buy
102,784
+9,376
+10% +$809K 0.24% 96
2020
Q4 		$1.94M Buy
93,408
+75,271
+415% +$6.62M 0.08% 238
2020
Q3 		$1.6M Buy
18,137
+326
+2% +$28.9K 0.08% 229
2020
Q2 		$1.57M Sell
17,811
-6,619
-27% -$579K 0.09% 219
2020
Q1 		$2.1M Sell
24,430
-1,121
-4% -$95.2K 0.14% 161
2019
Q4 		$2.15M Buy
25,551
+1,478
+6% +$124K 0.11% 193
2019
Q3 		$2.03M Buy
24,073
+3,609
+18% +$303K 0.12% 180
2019
Q2 		$1.7M Buy
20,464
+10,139
+98% +$826K 0.11% 193
2019
Q1 		$838K Buy
10,325
+1,277
+14% +$102K 0.06% 302
2018
Q4 		$714K Sell
9,048
-6,723
-43% -$526K 0.05% 312
2018
Q3 		$1.24M Buy
15,771
+6,176
+64% +$488K 0.08% 232
2018
Q2 		$759K Sell
9,595
-3,540
-27% -$280K 0.06% 264
2018
Q1 		$1.05M Buy
13,135
+2,701
+26% +$216K 0.09% 203
2017
Q4 		$851K Sell
10,434
-17,241
-62% -$1.41M 0.08% 234
2017
Q3 		$2.27M Buy
27,675
+1,190
+4% +$97.6K 0.23% 118
2017
Q2 		$2.17M Buy
26,485
+5,688
+27% +$465K 0.22% 110
2017
Q1 		$1.69M Sell
20,797
-1,119
-5% -$90.5K 0.18% 123
2016
Q4 		$1.77M Buy
21,916
+613
+3% +$50.2K 0.23% 104
2016
Q3 		$1.79M Buy
21,303
+8,506
+66% +$716K 0.24% 104
2016
Q2 		$1.08M Sell
12,797
-6,047
-32% -$502K 0.16% 144
2016
Q1 		$1.56M Buy
+18,844
New +$1.54M 0.24% 106

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
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

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

Geneos Wealth Management increased its Vanguard Total Bond Market (BND) stake by 6.7% in Q1 2026, buying an estimated $717K and bringing the position to 153,422 shares worth $11.3M. The position accounts for 0.26% of the portfolio, ranked #83.

Geneos Wealth Management first reported a position in BND in Q1 2016 and has held it in 41 quarters since. The position peaked at $48.9M in Q1 2025. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Geneos Wealth Management held 153,422 shares of Vanguard Total Bond Market worth $11.3M as of Q1 2026.
  • Geneos Wealth Management bought 9,671 Vanguard Total Bond Market shares in Q1 2026, an estimated $717K.
  • Vanguard Total Bond Market made up 0.26% of Geneos Wealth Management's portfolio in Q1 2026, its #83 holding.
  • Geneos Wealth Management first reported a position in Vanguard Total Bond Market in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Vanguard Total Bond Market position peaked at $48.9M in Q1 2025.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

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