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Geneos Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Geneos Wealth Management’s Portfolio EAGG Stock Details EAGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-246
Closed -$11.8K – 2489
2025
Q3 		$11.8K Sell
246
-482
-66% -$22.9K ﹤0.01% 1908
2025
Q2 		$34.6K Buy
728
+343
+89% +$16.1K ﹤0.01% 1761
2025
Q1 		$18.3K Sell
385
-225
-37% -$10.5K ﹤0.01% 1990
2024
Q4 		$28.3K Buy
610
+20
+3% +$945 ﹤0.01% 1566
2024
Q3 		$28.7K Buy
+590
New +$28.2K ﹤0.01% 1412

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geneos Wealth Management's EAGG Position: Q4 2025 in Review

Geneos Wealth Management sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q4 2025, closing a stake of 246 shares — an estimated $11.8K sold.

Geneos Wealth Management first reported a position in EAGG in Q3 2024 and held it in 5 quarters. The position peaked at $34.6K in Q2 2025. 452 funds tracked by Wall St. Rank hold EAGG as of Q4 2025.

  • Geneos Wealth Management reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 246 iShares ESG Aware US Aggregate Bond ETF shares in Q4 2025, an estimated $11.8K.
  • Geneos Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2024 and held it in 5 quarters.
  • Geneos Wealth Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $34.6K in Q2 2025.
  • 452 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q4 2025.

Based on Geneos Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.