Geneos Wealth Management’s VanEck Digital Transformation ETF DAPP Stock Holding History

Geneos Wealth Management’s Portfolio DAPP Stock Details DAPP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.12M	Sell	75,000 -24,638	-25%	-$423K	0.03%	484
2025 Q4	$1.65M	Buy	99,638 +5,024	+5%	+$105K	0.04%	389
2025 Q3	$2.06M	Sell	94,614 -29,782	-24%	-$546K	0.05%	341
2025 Q2	$2.06M	Buy	124,396 +117,380	+1,673%	+$1.44M	0.05%	364
2025 Q1	$63.4K	Sell	7,016 -187,218	-96%	-$2.51M	﹤0.01%	1787
2024 Q4	$2.79M	Buy	+194,234	New	+$3.03M	0.1%	227

Other funds holding DAPP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VHAM

Van Hulzen Asset Management El Dorado Hills, California $1.35B AUM 22.73% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Geneos Wealth Management reduced its VanEck Digital Transformation ETF (DAPP) stake by 25% in Q1 2026, selling an estimated $423K and leaving 75,000 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #484.

Geneos Wealth Management first reported a position in DAPP in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.79M in Q4 2024. 73 funds tracked by Wall St. Rank hold DAPP as of Q1 2026.

Geneos Wealth Management held 75,000 shares of VanEck Digital Transformation ETF worth $1.12M as of Q1 2026.
Geneos Wealth Management sold 24,638 VanEck Digital Transformation ETF shares in Q1 2026, an estimated $423K.
VanEck Digital Transformation ETF made up 0.03% of Geneos Wealth Management's portfolio in Q1 2026, its #484 holding.
Geneos Wealth Management first reported a position in VanEck Digital Transformation ETF in Q4 2024 and has held it in 6 quarters since.
Geneos Wealth Management's VanEck Digital Transformation ETF position peaked at $2.79M in Q4 2024.
73 funds tracked by Wall St. Rank held VanEck Digital Transformation ETF as of Q1 2026.

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