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Geneos Wealth Management’s iShares US Infrastructure ETF IFRA Stock Holding History

Geneos Wealth Management’s Portfolio IFRA Stock Details IFRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$73.5K Buy
1,166
+1
+0.1% +$61 ﹤0.01% 1331
2026
Q1 		$66.6K Buy
1,165
+3
+0.3% +$173 ﹤0.01% 1318
2025
Q4 		$61.1K Buy
1,162
+358
+45% +$18.9K ﹤0.01% 1321
2025
Q3 		$42.5K Buy
804
+1
+0.1% +$51 ﹤0.01% 1446
2025
Q2 		$39.5K Hold
803
– – ﹤0.01% 1704
2025
Q1 		$36.2K Sell
803
-340
-30% -$15.9K ﹤0.01% 1663
2024
Q4 		$52.9K Buy
1,143
+59
+5% +$2.86K ﹤0.01% 1292
2024
Q3 		$50.9K Buy
1,084
+443
+69% +$19.8K ﹤0.01% 1193
2024
Q2 		$27K Buy
641
+166
+35% +$7.13K ﹤0.01% 1259
2024
Q1 		$20.6K Sell
475
-199
-30% -$7.99K ﹤0.01% 1351
2023
Q4 		$27.2K Buy
674
+216
+47% +$8.04K ﹤0.01% 1255
2023
Q3 		$16.8K Buy
458
+187
+69% +$7.27K ﹤0.01% 1433
2023
Q2 		$10.6K Buy
+271
New +$10.1K ﹤0.01% 1567
2021
Q2 		– Sell
-503
Closed -$17K – 2980
2021
Q1 		$17K Buy
+503
New +$16.2K ﹤0.01% 2152

Other funds holding IFRA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

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

Geneos Wealth Management increased its iShares US Infrastructure ETF (IFRA) stake by 0.09% in Q2 2026, buying an estimated $61 and bringing the position to 1,166 shares worth $73.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

Geneos Wealth Management first reported a position in IFRA in Q1 2021 and has held it in 14 quarters since. 430 funds tracked by Wall St. Rank hold IFRA as of Q2 2026.

  • Geneos Wealth Management held 1,166 shares of iShares US Infrastructure ETF worth $73.5K as of Q2 2026.
  • Geneos Wealth Management bought 1 iShares US Infrastructure ETF share in Q2 2026, an estimated $61.
  • iShares US Infrastructure ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1331 holding.
  • Geneos Wealth Management first reported a position in iShares US Infrastructure ETF in Q1 2021 and has held it in 14 quarters since.
  • 430 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2026.

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