Geneos Wealth Management
ESGV icon

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
Q3 		$630K Buy
4,650
+102
+2% +$13.7K 0.01% 720
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% +$93.6K 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

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Visa Foundation
Visa Foundation San Francisco, California $154M AUM 14.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Geneos Wealth Management's ESGV Position: Q3 2026 in Review

Geneos Wealth Management increased its Vanguard ESG US Stock ETF (ESGV) stake by 2.2% in Q3 2026, buying an estimated $13.7K and bringing the position to 4,650 shares worth $630K. The position accounts for 0.01% of the portfolio, ranked #720.

Geneos Wealth Management first reported a position in ESGV in Q2 2019 and has held it in 30 quarters since. 579 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • Geneos Wealth Management held 4,650 shares of Vanguard ESG US Stock ETF worth $630K as of Q3 2026.
  • Geneos Wealth Management bought 102 Vanguard ESG US Stock ETF shares in Q3 2026, an estimated $13.7K.
  • Vanguard ESG US Stock ETF made up 0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #720 holding.
  • Geneos Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q2 2019 and has held it in 30 quarters since.
  • 579 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.