Geneos Wealth Management’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.24K	Hold	152	–	–	﹤0.01%	2042
2026 Q1	$6.64K	Hold	152	–	–	﹤0.01%	2098
2025 Q4	$7.32K	Hold	152	–	–	﹤0.01%	2050
2025 Q3	$7.95K	Hold	152	–	–	﹤0.01%	2032
2025 Q2	$8.09K	Hold	152	–	–	﹤0.01%	2399
2025 Q1	$7.14K	Buy	+152	New	+$7.56K	﹤0.01%	2398
2022 Q3	–	Sell	-22	Closed	–	–	2291
2022 Q2	$0	Hold	22	–	–	﹤0.01%	2680
2022 Q1	$0	Buy	+22	New	+$898	﹤0.01%	2862

Other funds holding IHAK

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

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

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

NCM

Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Geneos Wealth Management held its iShares Cybersecurity and Tech ETF (IHAK) position steady in Q2 2026 at 152 shares worth $9.24K. The position accounts for ﹤0.01% of the portfolio, ranked #2042.

Geneos Wealth Management first reported a position in IHAK in Q1 2022 and has held it in 8 quarters since. 179 funds tracked by Wall St. Rank hold IHAK as of Q2 2026.

Geneos Wealth Management held 152 shares of iShares Cybersecurity and Tech ETF worth $9.24K as of Q2 2026.
Geneos Wealth Management left its iShares Cybersecurity and Tech ETF share count unchanged in Q2 2026.
iShares Cybersecurity and Tech ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2042 holding.
Geneos Wealth Management first reported a position in iShares Cybersecurity and Tech ETF in Q1 2022 and has held it in 8 quarters since.
179 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2026.

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