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Geneos Wealth Management’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Geneos Wealth Management’s Portfolio IDRV Stock Details IDRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.33K Hold
242
– – ﹤0.01% 2006
2025
Q4 		$9.18K Hold
242
– – ﹤0.01% 1987
2025
Q3 		$8.88K Sell
242
-1,120
-82% -$38.5K ﹤0.01% 1994
2025
Q2 		$41.7K Sell
1,362
-2,482
-65% -$73.4K ﹤0.01% 1676
2025
Q1 		$112K Buy
3,844
+2,482
+182% +$75.3K ﹤0.01% 1511
2024
Q4 		$39.8K Sell
1,362
-40
-3% -$1.21K ﹤0.01% 1407
2024
Q3 		$44.5K Buy
1,402
+1,160
+479% +$33.8K ﹤0.01% 1240
2024
Q2 		$6.9K Sell
242
-400
-62% -$12.1K ﹤0.01% 1636
2024
Q1 		$20.2K Sell
642
-175
-21% -$5.51K ﹤0.01% 1361
2023
Q4 		$29.2K Hold
817
– – ﹤0.01% 1239
2023
Q3 		$30.4K Hold
817
– – ﹤0.01% 1228
2023
Q2 		$33.4K Buy
817
+1
+0.1% +$38 ﹤0.01% 1206
2023
Q1 		$31.3K Sell
816
-400
-33% -$15.4K ﹤0.01% 1207
2022
Q4 		$41.2K Hold
1,216
– – ﹤0.01% 1115
2022
Q3 		$40K Sell
1,216
-185
-13% -$7.17K ﹤0.01% 1093
2022
Q2 		$51K Hold
1,401
– – ﹤0.01% 1274
2022
Q1 		$65K Hold
1,401
– – ﹤0.01% 1259
2021
Q4 		$75K Buy
1,401
+280
+25% +$14.9K ﹤0.01% 1292
2021
Q3 		$54K Hold
1,121
– – ﹤0.01% 1451
2021
Q2 		$55K Hold
1,121
– – ﹤0.01% 1428
2021
Q1 		$52K Hold
1,121
– – ﹤0.01% 1610
2020
Q4 		$51K Buy
+1,121
New +$42.9K ﹤0.01% 1451

Other funds holding IDRV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAG
Accordant Advisory Group Annapolis, Maryland $161M AUM 51.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
HHRDM
H&H Retirement Design & Management Las Vegas, Nevada $213M AUM 12.31% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Geneos Wealth Management's IDRV Position: Q1 2026 in Review

Geneos Wealth Management held its iShares Self-Driving EV and Tech ETF (IDRV) position steady in Q1 2026 at 242 shares worth $9.33K. The position accounts for ﹤0.01% of the portfolio, ranked #2006.

Geneos Wealth Management first reported a position in IDRV in Q4 2020 and has held it in 22 quarters since. The position peaked at $112K in Q1 2025. 69 funds tracked by Wall St. Rank hold IDRV as of Q1 2026.

  • Geneos Wealth Management held 242 shares of iShares Self-Driving EV and Tech ETF worth $9.33K as of Q1 2026.
  • Geneos Wealth Management left its iShares Self-Driving EV and Tech ETF share count unchanged in Q1 2026.
  • iShares Self-Driving EV and Tech ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2006 holding.
  • Geneos Wealth Management first reported a position in iShares Self-Driving EV and Tech ETF in Q4 2020 and has held it in 22 quarters since.
  • Geneos Wealth Management's iShares Self-Driving EV and Tech ETF position peaked at $112K in Q1 2025.
  • 69 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.