Geneos Wealth Management
IBIT icon

Geneos Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Geneos Wealth Management’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.44M Buy
72,698
+11,536
+19% +$465K 0.06% 302
2026
Q2 		$2.04M Buy
61,162
+47,157
+337% +$1.92M 0.04% 374
2026
Q1 		$538K Buy
14,005
+1,530
+12% +$66.2K 0.01% 680
2025
Q4 		$619K Buy
12,475
+3,780
+43% +$215K 0.02% 607
2025
Q3 		$565K Sell
8,695
-8,389
-49% -$546K 0.01% 619
2025
Q2 		$1.05M Buy
17,084
+1,021
+6% +$57.2K 0.03% 522
2025
Q1 		$752K Buy
16,063
+1,382
+9% +$73.2K 0.03% 517
2024
Q4 		$779K Buy
+14,681
New +$693K 0.03% 480

Other funds holding IBIT

NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mariner Investment Group
Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return
Pilgrim Partners Asia
Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Garda Capital Partners
Garda Capital Partners Wayzata, Minnesota $127M AUM 27.14% 1-Year Est. Return

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

Geneos Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 19% in Q3 2026, buying an estimated $465K and bringing the position to 72,698 shares worth $3.44M. The position accounts for 0.06% of the portfolio, ranked #302.

Geneos Wealth Management first reported a position in IBIT in Q4 2024 and has held it in 8 quarters since. 1,014 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Geneos Wealth Management held 72,698 shares of iShares Bitcoin Trust worth $3.44M as of Q3 2026.
  • Geneos Wealth Management bought 11,536 iShares Bitcoin Trust shares in Q3 2026, an estimated $465K.
  • iShares Bitcoin Trust made up 0.06% of Geneos Wealth Management's portfolio in Q3 2026, its #302 holding.
  • Geneos Wealth Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 8 quarters since.
  • 1,014 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

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