Geneos Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.6M | Sell |
855,364
-10,669
| -1% | -$246K | 0.45% | 48 |
|
|
2025
Q4 | $19.9M | Buy |
866,033
+740
| +0.1% | +$17.1K | 0.49% | 45 |
|
|
2025
Q3 | $20M | Buy |
865,293
+71,185
| +9% | +$1.63M | 0.51% | 42 |
|
|
2025
Q2 | $18.2M | Sell |
794,108
-514,746
| -39% | -$11.7M | 0.45% | 47 |
|
|
2025
Q1 | $30.1M | Buy |
1,308,854
+847,969
| +184% | +$19.2M | 0.43% | 48 |
|
|
2024
Q4 | $10.6M | Buy |
460,885
+17,007
| +4% | +$388K | 0.37% | 55 |
|
|
2024
Q3 | $10.4M | Buy |
443,878
+10,058
| +2% | +$233K | 0.4% | 52 |
|
|
2024
Q2 | $9.79M | Sell |
433,820
-2,226
| -0.5% | -$49.9K | 0.43% | 48 |
|
|
2024
Q1 | $9.93M | Buy |
436,046
+251,618
| +136% | +$5.72M | 0.45% | 47 |
|
|
2023
Q4 | $4.25M | Sell |
184,428
-138,482
| -43% | -$3.08M | 0.21% | 123 |
|
|
2023
Q3 | $7.12M | Buy |
322,910
+8,253
| +3% | +$186K | 0.37% | 56 |
|
|
2023
Q2 | $7.21M | Buy |
314,657
+78,853
| +33% | +$1.83M | 0.38% | 55 |
|
|
2023
Q1 | $5.51M | Sell |
235,804
-695,233
| -75% | -$16.1M | 0.33% | 68 |
|
|
2022
Q4 | $21.2M | Sell |
931,037
-33,780
| -4% | -$768K | 1.28% | 11 |
|
|
2022
Q3 | $22M | Sell |
964,817
-6,217
| -0.6% | -$147K | 1.51% | 10 |
|
|
2022
Q2 | $23.4M | Buy |
971,034
+668
| +0.1% | +$16.1K | 1.15% | 13 |
|
|
2022
Q1 | $24.2M | Buy |
970,366
+55,778
| +6% | +$1.43M | 1.04% | 16 |
|
|
2021
Q4 | $24.4M | Sell |
914,588
-297,455
| -25% | -$7.88M | 0.93% | 16 |
|
|
2021
Q3 | $32.2M | Buy |
1,212,043
+72,819
| +6% | +$1.95M | 1.23% | 10 |
|
|
2021
Q2 | $30.2M | Buy |
1,139,224
+9,399
| +0.8% | +$248K | 1.18% | 10 |
|
|
2021
Q1 | $29.8M | Sell |
1,129,825
-99,173
| -8% | -$2.65M | 0.83% | 21 |
|
|
2020
Q4 | $31.8M | Sell |
1,228,998
-696,716
| -36% | -$19.2M | 1.28% | 9 |
|
|
2020
Q3 | $53.9M | Buy |
1,925,714
+278,873
| +17% | +$7.82M | 2.8% | 3 |
|
|
2020
Q2 | $46.2M | Buy |
1,646,841
+678,100
| +70% | +$19M | 2.57% | 3 |
|
|
2020
Q1 | $27.3M | Buy |
968,741
+766,694
| +379% | +$20.6M | 1.83% | 6 |
|
|
2019
Q4 | $5.25M | Buy |
202,047
+56,865
| +39% | +$1.49M | 0.28% | 101 |
|
|
2019
Q3 | $3.82M | Buy |
145,182
+2,368
| +2% | +$61.8K | 0.23% | 111 |
|
|
2019
Q2 | $3.69M | Buy |
142,814
+18,962
| +15% | +$480K | 0.23% | 114 |
|
|
2019
Q1 | $3.13M | Buy |
123,852
+38,279
| +45% | +$952K | 0.21% | 133 |
|
|
2018
Q4 | $2.36M | Buy |
85,573
+38,874
| +83% | +$945K | 0.17% | 150 |
|
|
2018
Q3 | $1.15M | Buy |
46,699
+39,864
| +583% | +$977K | 0.08% | 241 |
|
|
2018
Q2 | $168K | Buy |
6,835
+6,690
| +4,614% | +$164K | 0.01% | 607 |
|
|
2018
Q1 | $3K | Sell |
145
-1,896
| -93% | -$46.8K | ﹤0.01% | 1951 |
|
|
2017
Q4 | $51K | Buy |
2,041
+1,896
| +1,308% | +$47.7K | ﹤0.01% | 991 |
|
|
2017
Q3 | $3K | Buy |
+145
| New | +$3.67K | ﹤0.01% | 1892 |
|
Other funds holding GOVT
TWIM
Geneos Wealth Management's GOVT Position: Q1 2026 in Review
Geneos Wealth Management reduced its iShares US Treasury Bond ETF (GOVT) stake by 1.2% in Q1 2026, selling an estimated $246K and leaving 855,364 shares worth $19.6M. The position accounts for 0.45% of the portfolio, ranked #48.
Geneos Wealth Management first reported a position in GOVT in Q3 2017 and has held it in 35 quarters since. The position peaked at $53.9M in Q3 2020. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.
- Geneos Wealth Management held 855,364 shares of iShares US Treasury Bond ETF worth $19.6M as of Q1 2026.
- Geneos Wealth Management sold 10,669 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $246K.
- iShares US Treasury Bond ETF made up 0.45% of Geneos Wealth Management's portfolio in Q1 2026, its #48 holding.
- Geneos Wealth Management first reported a position in iShares US Treasury Bond ETF in Q3 2017 and has held it in 35 quarters since.
- Geneos Wealth Management's iShares US Treasury Bond ETF position peaked at $53.9M in Q3 2020.
- 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.