Geneos Wealth Management’s Etsy ETSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.5K | Buy |
+150
| New | +$8.2K | ﹤0.01% | 2067 |
|
|
2025
Q4 | – | Sell |
-150
| Closed | -$9.96K | – | 2492 |
|
|
2025
Q3 | $9.96K | Sell |
150
-104
| -41% | -$6.21K | ﹤0.01% | 1964 |
|
|
2025
Q2 | $12.7K | Sell |
254
-8,399
| -97% | -$418K | ﹤0.01% | 2223 |
|
|
2025
Q1 | $414K | Buy |
8,653
+4,722
| +120% | +$242K | 0.01% | 953 |
|
|
2024
Q4 | $208K | Buy |
3,931
+3,650
| +1,299% | +$195K | 0.01% | 819 |
|
|
2024
Q3 | $15.6K | Buy |
281
+21
| +8% | +$1.19K | ﹤0.01% | 1654 |
|
|
2024
Q2 | $15.3K | Sell |
260
-12
| -4% | -$768 | ﹤0.01% | 1423 |
|
|
2024
Q1 | $18.7K | Buy |
272
+12
| +5% | +$861 | ﹤0.01% | 1380 |
|
|
2023
Q4 | $21.1K | Hold |
260
| – | – | ﹤0.01% | 1331 |
|
|
2023
Q3 | $16.8K | Hold |
260
| – | – | ﹤0.01% | 1432 |
|
|
2023
Q2 | $22K | Hold |
260
| – | – | ﹤0.01% | 1339 |
|
|
2023
Q1 | $28.9K | Hold |
260
| – | – | ﹤0.01% | 1234 |
|
|
2022
Q4 | $31.1K | Sell |
260
-300
| -54% | -$34.3K | ﹤0.01% | 1209 |
|
|
2022
Q3 | $56K | Sell |
560
-577
| -51% | -$58.9K | ﹤0.01% | 991 |
|
|
2022
Q2 | $90K | Buy |
1,137
+79
| +7% | +$7.21K | ﹤0.01% | 1042 |
|
|
2022
Q1 | $131K | Sell |
1,058
-19
| -2% | -$2.83K | 0.01% | 976 |
|
|
2021
Q4 | $229K | Buy |
1,077
+15
| +1% | +$3.61K | 0.01% | 805 |
|
|
2021
Q3 | $217K | Buy |
1,062
+50
| +5% | +$10.1K | 0.01% | 821 |
|
|
2021
Q2 | $199K | Sell |
1,012
-868
| -46% | -$161K | 0.01% | 841 |
|
|
2021
Q1 | $373K | Sell |
1,880
-94
| -5% | -$19.7K | 0.01% | 718 |
|
|
2020
Q4 | $206K | Buy |
1,974
+1,309
| +197% | +$197K | 0.01% | 815 |
|
|
2020
Q3 | $78K | Hold |
665
| – | – | ﹤0.01% | 1050 |
|
|
2020
Q2 | $68K | Hold |
665
| – | – | ﹤0.01% | 1083 |
|
|
2020
Q1 | $25K | Hold |
665
| – | – | ﹤0.01% | 1415 |
|
|
2019
Q4 | $29K | Hold |
665
| – | – | ﹤0.01% | 1519 |
|
|
2019
Q3 | $36K | Hold |
665
| – | – | ﹤0.01% | 1336 |
|
|
2019
Q2 | $40K | Hold |
665
| – | – | ﹤0.01% | 1303 |
|
|
2019
Q1 | $44K | Hold |
665
| – | – | ﹤0.01% | 1203 |
|
|
2018
Q4 | $31K | Hold |
665
| – | – | ﹤0.01% | 1314 |
|
|
2018
Q3 | $34K | Buy |
665
+425
| +177% | +$19.6K | ﹤0.01% | 1347 |
|
|
2018
Q2 | $10K | Sell |
240
-300
| -56% | -$9.77K | ﹤0.01% | 1714 |
|
|
2018
Q1 | $15K | Sell |
540
-2,271
| -81% | -$51K | ﹤0.01% | 1501 |
|
|
2017
Q4 | $57K | Sell |
2,811
-160
| -5% | -$2.82K | 0.01% | 943 |
|
|
2017
Q3 | $50K | Buy |
2,971
+2,431
| +450% | +$38.4K | 0.01% | 939 |
|
|
2017
Q2 | $8K | Hold |
540
| – | – | ﹤0.01% | 1596 |
|
|
2017
Q1 | $5K | Hold |
540
| – | – | ﹤0.01% | 1678 |
|
|
2016
Q4 | $6K | Hold |
540
| – | – | ﹤0.01% | 1570 |
|
|
2016
Q3 | $7K | Hold |
540
| – | – | ﹤0.01% | 1474 |
|
|
2016
Q2 | $5K | Buy |
540
+300
| +125% | +$2.68K | ﹤0.01% | 1508 |
|
|
2016
Q1 | $2K | Buy |
+240
| New | +$1.92K | ﹤0.01% | 1654 |
|
Other funds holding ETSY
VPM
EIM
VCM
Geneos Wealth Management's ETSY Position: Q1 2026 in Review
Geneos Wealth Management opened a new position in Etsy (ETSY) in Q1 2026: 150 shares worth $7.5K. The stake represents ﹤0.01% of the portfolio and ranks #2067 among its holdings. This is a return to the name: Geneos Wealth Management previously reported a position in ETSY as recently as Q3 2025.
Geneos Wealth Management first reported a position in ETSY in Q1 2016 and has held it in 40 quarters since. The position peaked at $414K in Q1 2025. 490 funds tracked by Wall St. Rank hold ETSY as of Q1 2026.
- Geneos Wealth Management held 150 shares of Etsy worth $7.5K as of Q1 2026.
- Etsy was a new Geneos Wealth Management position in Q1 2026.
- Etsy made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2067 holding.
- Geneos Wealth Management first reported a position in Etsy in Q1 2016 and has held it in 40 quarters since.
- Geneos Wealth Management's Etsy position peaked at $414K in Q1 2025.
- 490 funds tracked by Wall St. Rank held Etsy as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.