Geneos Wealth Management’s VanEck Environmental Services ETF EVX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$37.8K	Hold	975	–	–	﹤0.01%	1535
2025 Q4	$37.3K	Hold	975	–	–	﹤0.01%	1501
2025 Q3	$38K	Hold	975	–	–	﹤0.01%	1480
2025 Q2	$37.3K	Sell	975 -1,905	-66%	-$69.1K	﹤0.01%	1727
2025 Q1	$102K	Buy	2,880 +1,440	+100%	+$50.9K	﹤0.01%	1562
2024 Q4	$49.4K	Hold	1,440	–	–	﹤0.01%	1331
2024 Q3	$52K	Hold	1,440	–	–	﹤0.01%	1186
2024 Q2	$49.1K	Hold	1,440	–	–	﹤0.01%	1075
2024 Q1	$48.3K	Hold	1,440	–	–	﹤0.01%	1075
2023 Q4	$43.9K	Hold	1,440	–	–	﹤0.01%	1107
2023 Q3	$41.3K	Hold	1,440	–	–	﹤0.01%	1131
2023 Q2	$46.5K	Hold	1,440	–	–	﹤0.01%	1103
2023 Q1	$41.9K	Hold	1,440	–	–	﹤0.01%	1128
2022 Q4	$39.2K	Hold	1,440	–	–	﹤0.01%	1129
2022 Q3	$37K	Hold	1,440	–	–	﹤0.01%	1125
2022 Q2	$37K	Hold	1,440	–	–	﹤0.01%	1401
2022 Q1	$43K	Hold	1,440	–	–	﹤0.01%	1450
2021 Q4	$44K	Hold	1,440	–	–	﹤0.01%	1531
2021 Q3	$41K	Hold	1,440	–	–	﹤0.01%	1574
2021 Q2	$40K	Hold	1,440	–	–	﹤0.01%	1589
2021 Q1	$40K	Hold	1,440	–	–	﹤0.01%	1740
2020 Q4	$38K	Hold	1,440	–	–	﹤0.01%	1585
2020 Q3	$28K	Hold	1,440	–	–	﹤0.01%	1500
2020 Q2	$25K	Hold	1,440	–	–	﹤0.01%	1519
2020 Q1	$21K	Buy	1,440 +465	+48%	+$9.24K	﹤0.01%	1486
2019 Q4	$20K	Buy	+975	New	+$20.3K	﹤0.01%	1689

Other funds holding EVX

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

CMMS

Comprehensive Money Management Services Coral Gables, Florida $152M AUM 20.08% 1-Year Est. Return

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

Geneos Wealth Management held its VanEck Environmental Services ETF (EVX) position steady in Q1 2026 at 975 shares worth $37.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1535.

Geneos Wealth Management first reported a position in EVX in Q4 2019 and has held it in 26 quarters since. The position peaked at $102K in Q1 2025. 49 funds tracked by Wall St. Rank hold EVX as of Q1 2026.

Geneos Wealth Management held 975 shares of VanEck Environmental Services ETF worth $37.8K as of Q1 2026.
Geneos Wealth Management left its VanEck Environmental Services ETF share count unchanged in Q1 2026.
VanEck Environmental Services ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1535 holding.
Geneos Wealth Management first reported a position in VanEck Environmental Services ETF in Q4 2019 and has held it in 26 quarters since.
Geneos Wealth Management's VanEck Environmental Services ETF position peaked at $102K in Q1 2025.
49 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q1 2026.

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