Geneos Wealth Management’s iShares MSCI Poland ETF EPOL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-58,482	Closed	-$1.64M	–	3139
2025 Q1	$1.64M	Buy	+58,482	New	+$1.47M	0.05%	343
2022 Q3	–	Sell	-65	Closed	–	–	2182
2022 Q2	$0	Hold	65	–	–	﹤0.01%	2645
2022 Q1	$1K	Hold	65	–	–	﹤0.01%	2634
2021 Q4	$1K	Hold	65	–	–	﹤0.01%	2658
2021 Q3	$1K	Hold	65	–	–	﹤0.01%	2731
2021 Q2	$1K	Hold	65	–	–	﹤0.01%	2746
2021 Q1	$1K	Hold	65	–	–	﹤0.01%	3005
2020 Q4	$1K	Hold	65	–	–	﹤0.01%	2784
2020 Q3	$1K	Hold	65	–	–	﹤0.01%	2511
2020 Q2	$1K	Buy	+65	New	+$1.01K	﹤0.01%	2452
2020 Q1	–	Sell	-65	Closed	-$1K	–	2515
2019 Q4	$1K	Hold	65	–	–	﹤0.01%	2456
2019 Q3	$1K	Hold	65	–	–	﹤0.01%	2391
2019 Q2	$1K	Hold	65	–	–	﹤0.01%	2393
2019 Q1	$1K	Hold	65	–	–	﹤0.01%	2316
2018 Q4	$1K	Sell	65 -94	-59%	-$2.14K	﹤0.01%	2296
2018 Q3	$3K	Buy	159 +94	+145%	+$2.2K	﹤0.01%	2174
2018 Q2	$1K	Hold	65	–	–	﹤0.01%	2182
2018 Q1	$1K	Hold	65	–	–	﹤0.01%	2093
2017 Q4	$1K	Sell	65 -51	-44%	-$1.36K	﹤0.01%	2089
2017 Q3	$3K	Sell	116 -256	-69%	-$6.66K	﹤0.01%	1884
2017 Q2	$9K	Sell	372 -91	-20%	-$2.14K	﹤0.01%	1569
2017 Q1	$9K	Hold	463	–	–	﹤0.01%	1513
2016 Q4	$8K	Buy	463 +398	+612%	+$7.11K	﹤0.01%	1497
2016 Q3	$1K	Hold	65	–	–	﹤0.01%	1868
2016 Q2	$1K	Hold	65	–	–	﹤0.01%	1732
2016 Q1	$1K	Buy	+65	New	+$1.15K	﹤0.01%	1714

Other funds holding EPOL

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Geneos Wealth Management's EPOL Position: Q2 2025 in Review

Geneos Wealth Management sold out of iShares MSCI Poland ETF (EPOL) in Q2 2025, closing a stake of 58,482 shares — an estimated $1.64M sold.

Geneos Wealth Management first reported a position in EPOL in Q1 2016 and held it in 26 quarters. The position peaked at $1.64M in Q1 2025. 99 funds tracked by Wall St. Rank hold EPOL as of Q2 2025.

Geneos Wealth Management reported no remaining iShares MSCI Poland ETF position as of Q2 2025 after selling out during the quarter.
Geneos Wealth Management sold 58,482 iShares MSCI Poland ETF shares in Q2 2025, an estimated $1.64M.
Geneos Wealth Management first reported a position in iShares MSCI Poland ETF in Q1 2016 and held it in 26 quarters.
Geneos Wealth Management's iShares MSCI Poland ETF position peaked at $1.64M in Q1 2025.
99 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q2 2025.

Based on Geneos Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.