Geneos Wealth Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,490	Closed	-$159K	–	2778
2025 Q2	$159K	Hold	1,490	–	–	﹤0.01%	1073
2025 Q1	$158K	Buy	1,490 +410	+38%	+$43K	0.01%	1004
2024 Q4	$113K	Sell	1,080 -200	-16%	-$21K	﹤0.01%	1027
2024 Q3	$137K	Buy	+1,280	New	+$135K	0.01%	873
2021 Q4	–	Sell	-59	Closed	-$6K	–	2813
2021 Q3	$6K	Buy	+59	New	+$6.84K	﹤0.01%	2389
2018 Q4	–	Sell	-68	Closed	-$7K	–	2426
2018 Q3	$7K	Hold	68	–	–	﹤0.01%	1963
2018 Q2	$7K	Hold	68	–	–	﹤0.01%	1827
2018 Q1	$7K	Buy	+68	New	+$7.38K	﹤0.01%	1763
2017 Q1	–	Sell	-200	Closed	-$21K	–	2097
2016 Q4	$21K	Sell	200 -150	-43%	-$16.6K	﹤0.01%	1164
2016 Q3	$39K	Hold	350	–	–	0.01%	908
2016 Q2	$39K	Hold	350	–	–	0.01%	893
2016 Q1	$39K	Buy	+350	New	+$38.8K	0.01%	875

Other funds holding GVI

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

GAB

German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

Geneos Wealth Management's GVI Position: Q3 2025 in Review

Geneos Wealth Management sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q3 2025, closing a stake of 1,490 shares — an estimated $159K sold.

Geneos Wealth Management first reported a position in GVI in Q1 2016 and held it in 12 quarters. The position peaked at $159K in Q2 2025. 266 funds tracked by Wall St. Rank hold GVI as of Q3 2025.

Geneos Wealth Management reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 1,490 iShares Intermediate Government/Credit Bond ETF shares in Q3 2025, an estimated $159K.
Geneos Wealth Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2016 and held it in 12 quarters.
Geneos Wealth Management's iShares Intermediate Government/Credit Bond ETF position peaked at $159K in Q2 2025.
266 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.