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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
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 Sell
1,010
-1,010
-50% -$99.9K ﹤0.01% 1215
2025
Q1 		$180K Buy
2,020
+605
+43% +$59.8K ﹤0.01% 1278
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 $17B AUM 24.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

Geneos Wealth Management held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q1 2026 at 1,010 shares worth $80.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1243.

Geneos Wealth Management first reported a position in IGV in Q2 2020 and has held it in 23 quarters since. The position peaked at $7.13M in Q2 2020. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • Geneos Wealth Management held 1,010 shares of iShares Expanded Tech-Software Sector ETF worth $80.9K as of Q1 2026.
  • Geneos Wealth Management left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q1 2026.
  • iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1243 holding.
  • Geneos Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2020 and has held it in 23 quarters since.
  • Geneos Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $7.13M in Q2 2020.
  • 759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

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