Geneos Wealth Management’s iShares US Regional Banks ETF IAT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19.5K	Hold	314	–	–	﹤0.01%	1812
2026 Q1	$16.9K	Hold	314	–	–	﹤0.01%	1834
2025 Q4	$17.3K	Hold	314	–	–	﹤0.01%	1780
2025 Q3	$16.5K	Hold	314	–	–	﹤0.01%	1798
2025 Q2	$15.6K	Hold	314	–	–	﹤0.01%	2142
2025 Q1	$14.6K	Hold	314	–	–	﹤0.01%	2083
2024 Q4	$15.8K	Hold	314	–	–	﹤0.01%	1839
2024 Q3	$14.9K	Hold	314	–	–	﹤0.01%	1674
2024 Q2	$13K	Sell	314 -1	-0.3%	-$41	﹤0.01%	1472
2024 Q1	$13.7K	Sell	315 -211	-40%	-$8.65K	﹤0.01%	1468
2023 Q4	$22K	Buy	+526	New	+$18.9K	﹤0.01%	1316
2021 Q2	–	Sell	-517	Closed	-$30K	–	2974
2021 Q1	$30K	Hold	517	–	–	﹤0.01%	1872
2020 Q4	$17K	Buy	517 +217	+72%	+$8.75K	﹤0.01%	1995
2020 Q3	$9K	Hold	300	–	–	﹤0.01%	1980
2020 Q2	$9K	Buy	300 +100	+50%	+$3.26K	﹤0.01%	1947
2020 Q1	$6K	Hold	200	–	–	﹤0.01%	1979
2019 Q4	$10K	Hold	200	–	–	﹤0.01%	1970
2019 Q3	$9K	Sell	200 -950	-83%	-$43.2K	﹤0.01%	1923
2019 Q2	$52K	Hold	1,150	–	–	﹤0.01%	1161
2019 Q1	$49K	Hold	1,150	–	–	﹤0.01%	1150
2018 Q4	$45K	Buy	1,150 +200	+21%	+$9.06K	﹤0.01%	1143
2018 Q3	$46K	Buy	950 +550	+138%	+$28.1K	﹤0.01%	1206
2018 Q2	$19K	Hold	400	–	–	﹤0.01%	1468
2018 Q1	$20K	Sell	400 -950	-70%	-$49.6K	﹤0.01%	1389
2017 Q4	$66K	Hold	1,350	–	–	0.01%	891
2017 Q3	$63K	Sell	1,350 -200	-13%	-$9.04K	0.01%	859
2017 Q2	$70K	Buy	1,550 +750	+94%	+$33.4K	0.01%	805
2017 Q1	$35K	Sell	800 -400	-33%	-$18.5K	﹤0.01%	1024
2016 Q4	$54K	Hold	1,200	–	–	0.01%	811
2016 Q3	$42K	Sell	1,200 -269	-18%	-$9.22K	0.01%	879
2016 Q2	$47K	Hold	1,469	–	–	0.01%	825
2016 Q1	$46K	Buy	+1,469	New	+$45.8K	0.01%	818

Other funds holding IAT

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Geneos Wealth Management's IAT Position: Q2 2026 in Review

Geneos Wealth Management held its iShares US Regional Banks ETF (IAT) position steady in Q2 2026 at 314 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1812.

Geneos Wealth Management first reported a position in IAT in Q1 2016 and has held it in 32 quarters since. The position peaked at $70K in Q2 2017. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Geneos Wealth Management held 314 shares of iShares US Regional Banks ETF worth $19.5K as of Q2 2026.
Geneos Wealth Management left its iShares US Regional Banks ETF share count unchanged in Q2 2026.
iShares US Regional Banks ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1812 holding.
Geneos Wealth Management first reported a position in iShares US Regional Banks ETF in Q1 2016 and has held it in 32 quarters since.
Geneos Wealth Management's iShares US Regional Banks ETF position peaked at $70K in Q2 2017.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.