Geneos Wealth Management’s iShares US Insurance ETF IAK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $25.7K | Hold |
200
| – | – | ﹤0.01% | 1681 |
|
|
2025
Q4 | $27.2K | Sell |
200
-9,629
| -98% | -$1.28M | ﹤0.01% | 1622 |
|
|
2025
Q3 | $1.32M | Hold |
9,829
| – | – | 0.03% | 428 |
|
|
2025
Q2 | $1.32M | Sell |
9,829
-33,139
| -77% | -$4.4M | 0.03% | 460 |
|
|
2025
Q1 | $5.92M | Buy |
42,968
+32,899
| +327% | +$4.3M | 0.09% | 278 |
|
|
2024
Q4 | $1.27M | Sell |
10,069
-480
| -5% | -$62.6K | 0.04% | 363 |
|
|
2024
Q3 | $1.36M | Buy |
10,549
+7
| +0.1% | +$853 | 0.05% | 340 |
|
|
2024
Q2 | $1.19M | Sell |
10,542
-281
| -3% | -$32.1K | 0.05% | 332 |
|
|
2024
Q1 | $1.27M | Buy |
10,823
+9,889
| +1,059% | +$1.08M | 0.06% | 316 |
|
|
2023
Q4 | $93.5K | Buy |
934
+734
| +367% | +$70.7K | ﹤0.01% | 858 |
|
|
2023
Q3 | $18.3K | Hold |
200
| – | – | ﹤0.01% | 1404 |
|
|
2023
Q2 | $17.6K | Hold |
200
| – | – | ﹤0.01% | 1422 |
|
|
2023
Q1 | $17.1K | Hold |
200
| – | – | ﹤0.01% | 1393 |
|
|
2022
Q4 | $18.3K | Hold |
200
| – | – | ﹤0.01% | 1355 |
|
|
2022
Q3 | $15K | Hold |
200
| – | – | ﹤0.01% | 1414 |
|
|
2022
Q2 | $16K | Hold |
200
| – | – | ﹤0.01% | 1779 |
|
|
2022
Q1 | $18K | Hold |
200
| – | – | ﹤0.01% | 1854 |
|
|
2021
Q4 | $16K | Hold |
200
| – | – | ﹤0.01% | 1992 |
|
|
2021
Q3 | $15K | Hold |
200
| – | – | ﹤0.01% | 2059 |
|
|
2021
Q2 | $15K | Hold |
200
| – | – | ﹤0.01% | 2048 |
|
|
2021
Q1 | $15K | Hold |
200
| – | – | ﹤0.01% | 2204 |
|
|
2020
Q4 | $14K | Hold |
200
| – | – | ﹤0.01% | 2079 |
|
|
2020
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 1943 |
|
|
2020
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 1911 |
|
|
2020
Q1 | $9K | Sell |
200
-200
| -50% | -$13.1K | ﹤0.01% | 1853 |
|
|
2019
Q4 | $28K | Sell |
400
-300
| -43% | -$21.1K | ﹤0.01% | 1537 |
|
|
2019
Q3 | $50K | Hold |
700
| – | – | ﹤0.01% | 1178 |
|
|
2019
Q2 | $49K | Hold |
700
| – | – | ﹤0.01% | 1199 |
|
|
2019
Q1 | $44K | Sell |
700
-22
| -3% | -$1.38K | ﹤0.01% | 1207 |
|
|
2018
Q4 | $41K | Sell |
722
-407
| -36% | -$25K | ﹤0.01% | 1192 |
|
|
2018
Q3 | $74K | Buy |
1,129
+500
| +79% | +$32.6K | ﹤0.01% | 994 |
|
|
2018
Q2 | $38K | Sell |
629
-636
| -50% | -$40.7K | ﹤0.01% | 1172 |
|
|
2018
Q1 | $81K | Buy |
1,265
+565
| +81% | +$37.4K | 0.01% | 823 |
|
|
2017
Q4 | $46K | Hold |
700
| – | – | ﹤0.01% | 1037 |
|
|
2017
Q3 | $44K | Hold |
700
| – | – | ﹤0.01% | 1006 |
|
|
2017
Q2 | $43K | Hold |
700
| – | – | ﹤0.01% | 980 |
|
|
2017
Q1 | $42K | Hold |
700
| – | – | ﹤0.01% | 949 |
|
|
2016
Q4 | $41K | Hold |
700
| – | – | 0.01% | 912 |
|
|
2016
Q3 | $37K | Hold |
700
| – | – | 0.01% | 921 |
|
|
2016
Q2 | $35K | Hold |
700
| – | – | 0.01% | 924 |
|
|
2016
Q1 | $35K | Buy |
+700
| New | +$33.5K | 0.01% | 913 |
|
Other funds holding IAK
FP
LFA
CI
Geneos Wealth Management's IAK Position: Q1 2026 in Review
Geneos Wealth Management held its iShares US Insurance ETF (IAK) position steady in Q1 2026 at 200 shares worth $25.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1681.
Geneos Wealth Management first reported a position in IAK in Q1 2016 and has held it in 41 quarters since. The position peaked at $5.92M in Q1 2025. 131 funds tracked by Wall St. Rank hold IAK as of Q1 2026.
- Geneos Wealth Management held 200 shares of iShares US Insurance ETF worth $25.7K as of Q1 2026.
- Geneos Wealth Management left its iShares US Insurance ETF share count unchanged in Q1 2026.
- iShares US Insurance ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1681 holding.
- Geneos Wealth Management first reported a position in iShares US Insurance ETF in Q1 2016 and has held it in 41 quarters since.
- Geneos Wealth Management's iShares US Insurance ETF position peaked at $5.92M in Q1 2025.
- 131 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.