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Geneos Wealth Management’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Geneos Wealth Management’s Portfolio EFIV Stock Details EFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.1K Hold
65
– – ﹤0.01% 2197
2025
Q4 		$4.3K Hold
65
– – ﹤0.01% 2182
2025
Q3 		$4.13K Hold
65
– – ﹤0.01% 2182
2025
Q2 		$3.81K Sell
65
-1,325
-95% -$71.8K ﹤0.01% 2646
2025
Q1 		$74.4K Buy
1,390
+1,153
+486% +$64.8K ﹤0.01% 1716
2024
Q4 		$13.4K Buy
237
+8
+3% +$456 ﹤0.01% 1921
2024
Q3 		$12.8K Hold
229
– – ﹤0.01% 1736
2024
Q2 		$12.2K Buy
229
+4
+2% +$204 ﹤0.01% 1500
2024
Q1 		$11.4K Buy
225
+47
+26% +$2.27K ﹤0.01% 1517
2023
Q4 		$8.22K Buy
178
+53
+42% +$2.3K ﹤0.01% 1596
2023
Q3 		$5.19K Sell
125
-1,034
-89% -$44.7K ﹤0.01% 1738
2023
Q2 		$49.9K Hold
1,159
– – ﹤0.01% 1081
2023
Q1 		$45.7K Hold
1,159
– – ﹤0.01% 1109
2022
Q4 		$42.5K Buy
1,159
+13
+1% +$479 ﹤0.01% 1105
2022
Q3 		$39K Hold
1,146
– – ﹤0.01% 1102
2022
Q2 		$41K Buy
1,146
+1,021
+817% +$40.1K ﹤0.01% 1369
2022
Q1 		$5K Hold
125
– – ﹤0.01% 2327
2021
Q4 		$5K Buy
+125
New +$5.46K ﹤0.01% 2394

Other funds holding EFIV

BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $316M AUM
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return

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

Geneos Wealth Management held its State Street SPDR S&P 500 ESG ETF (EFIV) position steady in Q1 2026 at 65 shares worth $4.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2197.

Geneos Wealth Management first reported a position in EFIV in Q4 2021 and has held it in 18 quarters since. The position peaked at $74.4K in Q1 2025. 131 funds tracked by Wall St. Rank hold EFIV as of Q1 2026.

  • Geneos Wealth Management held 65 shares of State Street SPDR S&P 500 ESG ETF worth $4.1K as of Q1 2026.
  • Geneos Wealth Management left its State Street SPDR S&P 500 ESG ETF share count unchanged in Q1 2026.
  • State Street SPDR S&P 500 ESG ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2197 holding.
  • Geneos Wealth Management first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2021 and has held it in 18 quarters since.
  • Geneos Wealth Management's State Street SPDR S&P 500 ESG ETF position peaked at $74.4K in Q1 2025.
  • 131 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2026.

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