Geneos Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Geneos Wealth Management’s Portfolio IGV Stock Details IGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$101K	Buy	1,115 +105	+10%	+$9.34K	﹤0.01%	1212
2026 Q1	$80.9K	Hold	1,010	–	–	﹤0.01%	1243
2025 Q4	$107K	Hold	1,010	–	–	﹤0.01%	1133
2025 Q3	$116K	Hold	1,010	–	–	﹤0.01%	1072
2025 Q2	$111K	Hold	1,010	–	–	﹤0.01%	1215
2025 Q1	$89.9K	Sell	1,010 -405	-29%	-$40K	﹤0.01%	1203
2024 Q4	$142K	Hold	1,415	–	–	0.01%	954
2024 Q3	$126K	Hold	1,415	–	–	﹤0.01%	894
2024 Q2	$123K	Sell	1,415 -3,729	-72%	-$306K	0.01%	815
2024 Q1	$439K	Sell	5,144 -6,931	-57%	-$585K	0.02%	518
2023 Q4	$980K	Buy	12,075 +10,265	+567%	+$760K	0.05%	327
2023 Q3	$124K	Hold	1,810	–	–	0.01%	812
2023 Q2	$125K	Hold	1,810	–	–	0.01%	813
2023 Q1	$110K	Buy	1,810 +810	+81%	+$45.4K	0.01%	816
2022 Q4	$51.2K	Hold	1,000	–	–	﹤0.01%	1051
2022 Q3	$50K	Hold	1,000	–	–	﹤0.01%	1029
2022 Q2	$54K	Buy	1,000 +865	+641%	+$50.8K	﹤0.01%	1248
2022 Q1	$9K	Sell	135 -11,170	-99%	-$767K	﹤0.01%	2119
2021 Q4	$899K	Sell	11,305 -53,415	-83%	-$4.46M	0.03%	429
2021 Q3	$5.24M	Sell	64,720 -1,110	-2%	-$90.6K	0.2%	117
2021 Q2	$5.21M	Sell	65,830 -1,230	-2%	-$89.2K	0.2%	115
2021 Q1	$4.85M	Sell	67,060 -605	-0.9%	-$42.9K	0.14%	179
2020 Q4	$4.58M	Buy	+67,665	New	+$4.48M	0.18%	136
2020 Q3	–	Sell	-127,515	Closed	-$7.13M	–	2662
2020 Q2	$7.13M	Buy	+127,515	New	+$6.39M	0.4%	56

Other funds holding IGV

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

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

Geneos Wealth Management increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 10% in Q2 2026, buying an estimated $9.34K and bringing the position to 1,115 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

Geneos Wealth Management first reported a position in IGV in Q2 2020 and has held it in 24 quarters since. The position peaked at $7.13M in Q2 2020. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Geneos Wealth Management held 1,115 shares of iShares Expanded Tech-Software Sector ETF worth $101K as of Q2 2026.
Geneos Wealth Management bought 105 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $9.34K.
iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1212 holding.
Geneos Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2020 and has held it in 24 quarters since.
Geneos Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $7.13M in Q2 2020.
883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

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