Geneos Wealth Management’s iShares US Pharmaceuticals ETF IHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$79K	Hold	798	–	–	﹤0.01%	1305
2026 Q1	$69.2K	Hold	798	–	–	﹤0.01%	1300
2025 Q4	$67.7K	Hold	798	–	–	﹤0.01%	1285
2025 Q3	$57.9K	Hold	798	–	–	﹤0.01%	1331
2025 Q2	$52.3K	Hold	798	–	–	﹤0.01%	1546
2025 Q1	$56.3K	Hold	798	–	–	﹤0.01%	1423
2024 Q4	$52.4K	Hold	798	–	–	﹤0.01%	1296
2024 Q3	$56.3K	Hold	798	–	–	﹤0.01%	1161
2024 Q2	$52.9K	Hold	798	–	–	﹤0.01%	1049
2024 Q1	$54.2K	Buy	798 +159	+25%	+$10.5K	﹤0.01%	1035
2023 Q4	$39.5K	Hold	639	–	–	﹤0.01%	1134
2023 Q3	$37.7K	Hold	639	–	–	﹤0.01%	1160
2023 Q2	$38.1K	Hold	639	–	–	﹤0.01%	1162
2023 Q1	$37.3K	Hold	639	–	–	﹤0.01%	1162
2022 Q4	$39.6K	Hold	639	–	–	﹤0.01%	1125
2022 Q3	$36K	Sell	639 -3	-0.5%	-$185	﹤0.01%	1131
2022 Q2	$41K	Hold	642	–	–	﹤0.01%	1371
2022 Q1	$41K	Sell	642 -459	-42%	-$29.1K	﹤0.01%	1467
2021 Q4	$73K	Hold	1,101	–	–	﹤0.01%	1305
2021 Q3	$67K	Hold	1,101	–	–	﹤0.01%	1348
2021 Q2	$69K	Sell	1,101 -9	-0.8%	-$547	﹤0.01%	1332
2021 Q1	$66K	Buy	1,110 +6	+0.5%	+$362	﹤0.01%	1486
2020 Q4	$65K	Buy	1,104 +3	+0.3%	+$171	﹤0.01%	1325
2020 Q3	$59K	Hold	1,101	–	–	﹤0.01%	1177
2020 Q2	$55K	Hold	1,101	–	–	﹤0.01%	1174
2020 Q1	$47K	Hold	1,101	–	–	﹤0.01%	1137
2019 Q4	$58K	Buy	1,101 +639	+138%	+$31.5K	﹤0.01%	1176
2019 Q3	$21K	Hold	462	–	–	﹤0.01%	1576
2019 Q2	$23K	Hold	462	–	–	﹤0.01%	1562
2019 Q1	$23K	Hold	462	–	–	﹤0.01%	1502
2018 Q4	$21K	Hold	462	–	–	﹤0.01%	1487
2018 Q3	$25K	Hold	462	–	–	﹤0.01%	1478
2018 Q2	$23K	Hold	462	–	–	﹤0.01%	1387
2018 Q1	$22K	Hold	462	–	–	﹤0.01%	1348
2017 Q4	$23K	Hold	462	–	–	﹤0.01%	1328
2017 Q3	$24K	Buy	+462	New	+$23.7K	﹤0.01%	1253
2017 Q2	–	Sell	-192	Closed	-$9K	–	2103
2017 Q1	$9K	Hold	192	–	–	﹤0.01%	1520
2016 Q4	$9K	Buy	192 +150	+357%	+$7.12K	﹤0.01%	1460
2016 Q3	$2K	Hold	42	–	–	﹤0.01%	1783
2016 Q2	$2K	Hold	42	–	–	﹤0.01%	1684
2016 Q1	$1K	Buy	+42	New	+$1.97K	﹤0.01%	1728

Other funds holding IHE

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

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

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

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

Geneos Wealth Management held its iShares US Pharmaceuticals ETF (IHE) position steady in Q2 2026 at 798 shares worth $79K. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

Geneos Wealth Management first reported a position in IHE in Q1 2016 and has held it in 41 quarters since. 209 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

Geneos Wealth Management held 798 shares of iShares US Pharmaceuticals ETF worth $79K as of Q2 2026.
Geneos Wealth Management left its iShares US Pharmaceuticals ETF share count unchanged in Q2 2026.
iShares US Pharmaceuticals ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1305 holding.
Geneos Wealth Management first reported a position in iShares US Pharmaceuticals ETF in Q1 2016 and has held it in 41 quarters since.
209 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

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