Geneos Wealth Management
GARP icon

Geneos Wealth Management’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Geneos Wealth Management’s Portfolio GARP Stock Details GARP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.9M Sell
22,332
-501
-2% -$41.2K 0.04% 411
2026
Q2 		$1.88M Sell
22,833
-81
-0.4% -$6.15K 0.04% 390
2026
Q1 		$1.47M Buy
+22,914
New +$1.55M 0.03% 413

Other funds holding GARP

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Landaas & Company
Landaas & Company Milwaukee, Wisconsin $606M AUM 16.46% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

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

Geneos Wealth Management reduced its iShares MSCI USA Quality GARP ETF (GARP) stake by 2.2% in Q3 2026, selling an estimated $41.2K and leaving 22,332 shares worth $1.9M. The position accounts for 0.04% of the portfolio, ranked #411.

Geneos Wealth Management first reported a position in GARP in Q1 2026 and has held it in 3 quarters since. 188 funds tracked by Wall St. Rank hold GARP as of Q3 2026.

  • Geneos Wealth Management held 22,332 shares of iShares MSCI USA Quality GARP ETF worth $1.9M as of Q3 2026.
  • Geneos Wealth Management sold 501 iShares MSCI USA Quality GARP ETF shares in Q3 2026, an estimated $41.2K.
  • iShares MSCI USA Quality GARP ETF made up 0.04% of Geneos Wealth Management's portfolio in Q3 2026, its #411 holding.
  • Geneos Wealth Management first reported a position in iShares MSCI USA Quality GARP ETF in Q1 2026 and has held it in 3 quarters since.
  • 188 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q3 2026.

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