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Geneos Wealth Management’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Geneos Wealth Management’s Portfolio EUFN Stock Details EUFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$368K Hold
10,567
– – 0.01% 787
2025
Q4 		$392K Sell
10,567
-10,900
-51% -$379K 0.01% 738
2025
Q3 		$737K Hold
21,467
– – 0.02% 558
2025
Q2 		$679K Sell
21,467
-22,817
-52% -$690K 0.02% 623
2025
Q1 		$1.26M Buy
44,284
+20,539
+86% +$545K 0.02% 604
2024
Q4 		$553K Sell
23,745
-1,108
-4% -$26.5K 0.02% 559
2024
Q3 		$615K Hold
24,853
– – 0.02% 508
2024
Q2 		$556K Hold
24,853
– – 0.02% 468
2024
Q1 		$565K Sell
24,853
-31
-0.1% -$655 0.03% 470
2023
Q4 		$522K Sell
24,884
-1,370
-5% -$26.7K 0.03% 476
2023
Q3 		$496K Hold
26,254
– – 0.03% 469
2023
Q2 		$504K Sell
26,254
-1,096
-4% -$21.1K 0.03% 461
2023
Q1 		$511K Buy
27,350
+1,096
+4% +$21K 0.03% 437
2022
Q4 		$460K Hold
26,254
– – 0.03% 440
2022
Q3 		$365K Sell
26,254
-600
-2% -$9.26K 0.03% 453
2022
Q2 		$422K Sell
26,854
-1,325
-5% -$23.1K 0.02% 539
2022
Q1 		$532K Hold
28,179
– – 0.02% 517
2021
Q4 		$564K Hold
28,179
– – 0.02% 542
2021
Q3 		$558K Hold
28,179
– – 0.02% 538
2021
Q2 		$553K Sell
28,179
-1,588
-5% -$32.2K 0.02% 540
2021
Q1 		$596K Hold
29,767
– – 0.02% 589
2020
Q4 		$573K Buy
29,767
+200
+0.7% +$3.16K 0.02% 503
2020
Q3 		$393K Sell
29,567
-1,699
-5% -$25.1K 0.02% 494
2020
Q2 		$437K Sell
31,266
-31,474
-50% -$416K 0.02% 439
2020
Q1 		$806K Buy
62,740
+17,892
+40% +$305K 0.05% 286
2019
Q4 		$872K Sell
44,848
-3,015
-6% -$55.9K 0.05% 323
2019
Q3 		$839K Sell
47,863
-3,270
-6% -$56.8K 0.05% 305
2019
Q2 		$928K Buy
51,133
+2,033
+4% +$38.1K 0.06% 292
2019
Q1 		$891K Sell
49,100
-24,732
-33% -$449K 0.06% 286
2018
Q4 		$1.25M Sell
73,832
-1,090
-1% -$20K 0.09% 217
2018
Q3 		$1.52M Buy
74,922
+43,090
+135% +$878K 0.1% 211
2018
Q2 		$643K Buy
31,832
+26,749
+526% +$603K 0.05% 283
2018
Q1 		$117K Sell
5,083
-1,117
-18% -$27K 0.01% 696
2017
Q4 		$144K Sell
6,200
-75,012
-92% -$1.73M 0.01% 631
2017
Q3 		$1.9M Buy
81,212
+3,617
+5% +$82.7K 0.19% 132
2017
Q2 		$1.7M Buy
77,595
+1,365
+2% +$29.2K 0.17% 130
2017
Q1 		$1.6M Buy
76,230
+30,070
+65% +$593K 0.17% 130
2016
Q4 		$875K Sell
46,160
-16,730
-27% -$303K 0.12% 174
2016
Q3 		$1.08M Buy
62,890
+22,506
+56% +$373K 0.15% 156
2016
Q2 		$704K Buy
40,384
+827
+2% +$14.8K 0.1% 188
2016
Q1 		$701K Buy
+39,557
New +$705K 0.11% 190

Other funds holding EUFN

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Geneos Wealth Management held its iShares MSCI Europe Financials ETF (EUFN) position steady in Q1 2026 at 10,567 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #787.

Geneos Wealth Management first reported a position in EUFN in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.9M in Q3 2017. 223 funds tracked by Wall St. Rank hold EUFN as of Q1 2026.

  • Geneos Wealth Management held 10,567 shares of iShares MSCI Europe Financials ETF worth $368K as of Q1 2026.
  • Geneos Wealth Management left its iShares MSCI Europe Financials ETF share count unchanged in Q1 2026.
  • iShares MSCI Europe Financials ETF made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #787 holding.
  • Geneos Wealth Management first reported a position in iShares MSCI Europe Financials ETF in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's iShares MSCI Europe Financials ETF position peaked at $1.9M in Q3 2017.
  • 223 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2026.

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