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Geneos Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Geneos Wealth Management’s Portfolio ESGV Stock Details ESGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$601K Buy
4,548
+3
+0.1% +$383 0.01% 680
2026
Q1 		$510K Sell
4,545
-36
-0.8% -$4.28K 0.01% 694
2025
Q4 		$554K Buy
4,581
+3
+0.1% +$360 0.01% 636
2025
Q3 		$542K Sell
4,578
-476
-9% -$54.2K 0.01% 627
2025
Q2 		$554K Buy
5,054
+971
+24% +$97.9K 0.01% 675
2025
Q1 		$400K Sell
4,083
-232
-5% -$24.3K 0.01% 694
2024
Q4 		$453K Buy
4,315
+262
+6% +$27.5K 0.02% 618
2024
Q3 		$412K Sell
4,053
-28
-0.7% -$2.74K 0.02% 604
2024
Q2 		$394K Buy
4,081
+3
+0.1% +$278 0.02% 553
2024
Q1 		$380K Buy
4,078
+2
+0% +$178 0.02% 554
2023
Q4 		$347K Buy
4,076
+1,187
+41% +$93.5K 0.02% 549
2023
Q3 		$217K Sell
2,889
-77
-3% -$6.04K 0.01% 664
2023
Q2 		$232K Buy
2,966
+36
+1% +$2.65K 0.01% 649
2023
Q1 		$210K Buy
2,930
+64
+2% +$4.46K 0.01% 644
2022
Q4 		$189K Buy
2,866
+43
+2% +$2.87K 0.01% 637
2022
Q3 		$177K Sell
2,823
-475
-14% -$33.3K 0.01% 638
2022
Q2 		$221K Buy
3,298
+1,091
+49% +$78.8K 0.01% 715
2022
Q1 		$178K Buy
2,207
+107
+5% +$8.6K 0.01% 852
2021
Q4 		$184K Buy
2,100
+729
+53% +$62.3K 0.01% 907
2021
Q3 		$111K Buy
1,371
+264
+24% +$21.7K ﹤0.01% 1131
2021
Q2 		$89K Sell
1,107
-1,328
-55% -$103K ﹤0.01% 1207
2021
Q1 		$189K Sell
2,435
-87
-3% -$6.3K 0.01% 982
2020
Q4 		$94K Buy
2,522
+1,697
+206% +$112K ﹤0.01% 1172
2020
Q3 		$49K Buy
825
+231
+39% +$14K ﹤0.01% 1266
2020
Q2 		$32K Sell
594
-22
-4% -$1.16K ﹤0.01% 1416
2020
Q1 		$27K Buy
616
+1
+0.2% +$54 ﹤0.01% 1384
2019
Q4 		$34K Sell
615
-17
-3% -$918 ﹤0.01% 1449
2019
Q3 		$32K Buy
632
+382
+153% +$19.8K ﹤0.01% 1389
2019
Q2 		$12K Buy
+250
New +$12.5K ﹤0.01% 1838

Other funds holding ESGV

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Geneos Wealth Management's ESGV Position: Q2 2026 in Review

Geneos Wealth Management increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.07% in Q2 2026, buying an estimated $383 and bringing the position to 4,548 shares worth $601K. The position accounts for 0.01% of the portfolio, ranked #680.

Geneos Wealth Management first reported a position in ESGV in Q2 2019 and has held it in 29 quarters since. 720 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Geneos Wealth Management held 4,548 shares of Vanguard ESG US Stock ETF worth $601K as of Q2 2026.
  • Geneos Wealth Management bought 3 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $383.
  • Vanguard ESG US Stock ETF made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #680 holding.
  • Geneos Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q2 2019 and has held it in 29 quarters since.
  • 720 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.