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Geneos Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Geneos Wealth Management’s Portfolio IGM Stock Details IGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$516K Hold
3,152
– – 0.01% 725
2026
Q1 		$374K Sell
3,152
-150
-5% -$18.9K 0.01% 780
2025
Q4 		$426K Hold
3,302
– – 0.01% 711
2025
Q3 		$416K Sell
3,302
-40
-1% -$4.72K 0.01% 704
2025
Q2 		$375K Buy
3,342
+212
+7% +$20.8K 0.01% 790
2025
Q1 		$284K Sell
3,130
-320
-9% -$32.3K 0.01% 786
2024
Q4 		$352K Hold
3,450
– – 0.01% 668
2024
Q3 		$331K Hold
3,450
– – 0.01% 645
2024
Q2 		$325K Hold
3,450
– – 0.01% 591
2024
Q1 		$297K Hold
3,450
– – 0.01% 604
2023
Q4 		$258K Hold
3,450
– – 0.01% 609
2023
Q3 		$220K Hold
3,450
– – 0.01% 661
2023
Q2 		$226K Hold
3,450
– – 0.01% 655
2023
Q1 		$195K Hold
3,450
– – 0.01% 656
2022
Q4 		$161K Sell
3,450
-1,434
-29% -$68.7K 0.01% 697
2022
Q3 		$224K Sell
4,884
-1,752
-26% -$92.3K 0.02% 569
2022
Q2 		$326K Hold
6,636
– – 0.02% 605
2022
Q1 		$429K Hold
6,636
– – 0.02% 576
2021
Q4 		$485K Hold
6,636
– – 0.02% 585
2021
Q3 		$451K Sell
6,636
-390
-6% -$27.1K 0.02% 597
2021
Q2 		$478K Sell
7,026
-798
-10% -$50.8K 0.02% 573
2021
Q1 		$499K Hold
7,824
– – 0.01% 640
2020
Q4 		$466K Sell
7,824
-6,876
-47% -$377K 0.02% 557
2020
Q3 		$740K Sell
14,700
-8,586
-37% -$433K 0.04% 348
2020
Q2 		$1.05M Sell
23,286
-174
-0.7% -$7.31K 0.06% 277
2020
Q1 		$811K Buy
23,460
+216
+0.9% +$8.66K 0.05% 282
2019
Q4 		$944K Buy
23,244
+78
+0.3% +$2.97K 0.05% 309
2019
Q3 		$831K Sell
23,166
-2,394
-9% -$87.5K 0.05% 308
2019
Q2 		$918K Sell
25,560
-60
-0.2% -$2.12K 0.06% 296
2019
Q1 		$880K Sell
25,620
-882
-3% -$28.3K 0.06% 289
2018
Q4 		$753K Sell
26,502
-318
-1% -$9.83K 0.06% 300
2018
Q3 		$935K Sell
26,820
-2,490
-8% -$84.5K 0.06% 268
2018
Q2 		$942K Sell
29,310
-882
-3% -$27.8K 0.07% 225
2018
Q1 		$902K Sell
30,192
-966
-3% -$29.3K 0.08% 226
2017
Q4 		$876K Sell
31,158
-3,966
-11% -$110K 0.08% 228
2017
Q3 		$909K Sell
35,124
-642
-2% -$16.2K 0.09% 217
2017
Q2 		$862K Sell
35,766
-60
-0.2% -$1.44K 0.09% 211
2017
Q1 		$826K Sell
35,826
-882
-2% -$19.6K 0.09% 201
2016
Q4 		$757K Buy
36,708
+174
+0.5% +$3.58K 0.1% 194
2016
Q3 		$752K Buy
36,534
+24,690
+208% +$489K 0.1% 195
2016
Q2 		$217K Hold
11,844
– – 0.03% 416
2016
Q1 		$220K Buy
+11,844
New +$204K 0.03% 412

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Geneos Wealth Management held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 3,152 shares worth $516K. The position accounts for 0.01% of the portfolio, ranked #725.

Geneos Wealth Management first reported a position in IGM in Q1 2016 and has held it in 42 quarters since. The position peaked at $1.05M in Q2 2020. 561 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Geneos Wealth Management held 3,152 shares of iShares Expanded Tech Sector ETF worth $516K as of Q2 2026.
  • Geneos Wealth Management left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
  • iShares Expanded Tech Sector ETF made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #725 holding.
  • Geneos Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q1 2016 and has held it in 42 quarters since.
  • Geneos Wealth Management's iShares Expanded Tech Sector ETF position peaked at $1.05M in Q2 2020.
  • 561 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

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