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 Q2	$8.38K	Sell	220 -22	-9%	-$922	﹤0.01%	2067
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	Hold	1,362	–	–	﹤0.01%	1676
2025 Q1	$39.8K	Hold	1,362	–	–	﹤0.01%	1611
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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

BFO

Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HHRDM

H&H Retirement Design & Management Las Vegas, Nevada $220M AUM 16.47% 1-Year Est. Return

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

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

Geneos Wealth Management reduced its iShares Self-Driving EV and Tech ETF (IDRV) stake by 9.1% in Q2 2026, selling an estimated $922 and leaving 220 shares worth $8.38K. The position accounts for ﹤0.01% of the portfolio, ranked #2067.

Geneos Wealth Management first reported a position in IDRV in Q4 2020 and has held it in 23 quarters since. The position peaked at $75K in Q4 2021. 71 funds tracked by Wall St. Rank hold IDRV as of Q2 2026.

Geneos Wealth Management held 220 shares of iShares Self-Driving EV and Tech ETF worth $8.38K as of Q2 2026.
Geneos Wealth Management sold 22 iShares Self-Driving EV and Tech ETF shares in Q2 2026, an estimated $922.
iShares Self-Driving EV and Tech ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2067 holding.
Geneos Wealth Management first reported a position in iShares Self-Driving EV and Tech ETF in Q4 2020 and has held it in 23 quarters since.
Geneos Wealth Management's iShares Self-Driving EV and Tech ETF position peaked at $75K in Q4 2021.
71 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q2 2026.

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