Geneos Wealth Management’s iShares US Healthcare Providers ETF IHF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-98	Closed	-$5.6K	–	2926
2024 Q3	$5.6K	Hold	98	–	–	﹤0.01%	2041
2024 Q2	$5.14K	Sell	98 -87	-47%	-$4.55K	﹤0.01%	1721
2024 Q1	$10.1K	Hold	185	–	–	﹤0.01%	1545
2023 Q4	$9.71K	Hold	185	–	–	﹤0.01%	1556
2023 Q3	$9.11K	Sell	185 -50	-21%	-$2.54K	﹤0.01%	1598
2023 Q2	$12K	Hold	235	–	–	﹤0.01%	1527
2023 Q1	$11.6K	Hold	235	–	–	﹤0.01%	1508
2022 Q4	$12.6K	Buy	+235	New	+$12.6K	﹤0.01%	1468
2021 Q3	–	Sell	-595	Closed	-$32K	–	2865
2021 Q2	$32K	Buy	+595	New	+$31.4K	﹤0.01%	1683
2020 Q2	–	Sell	-250	Closed	-$8K	–	2587
2020 Q1	$8K	Hold	250	–	–	﹤0.01%	1890
2019 Q4	$10K	Hold	250	–	–	﹤0.01%	1971
2019 Q3	$8K	Hold	250	–	–	﹤0.01%	1967
2019 Q2	$8K	Hold	250	–	–	﹤0.01%	1976
2019 Q1	$8K	Hold	250	–	–	﹤0.01%	1905
2018 Q4	$8K	Buy	+250	New	+$9.48K	﹤0.01%	1849
2016 Q2	–	Sell	-125	Closed	-$3K	–	1823
2016 Q1	$3K	Buy	+125	New	+$2.91K	﹤0.01%	1606

Other funds holding IHF

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geneos Wealth Management's IHF Position: Q4 2024 in Review

Geneos Wealth Management sold out of iShares US Healthcare Providers ETF (IHF) in Q4 2024, closing a stake of 98 shares — an estimated $5.6K sold.

Geneos Wealth Management first reported a position in IHF in Q1 2016 and held it in 16 quarters. The position peaked at $32K in Q2 2021. 198 funds tracked by Wall St. Rank hold IHF as of Q4 2024.

Geneos Wealth Management reported no remaining iShares US Healthcare Providers ETF position as of Q4 2024 after selling out during the quarter.
Geneos Wealth Management sold 98 iShares US Healthcare Providers ETF shares in Q4 2024, an estimated $5.6K.
Geneos Wealth Management first reported a position in iShares US Healthcare Providers ETF in Q1 2016 and held it in 16 quarters.
Geneos Wealth Management's iShares US Healthcare Providers ETF position peaked at $32K in Q2 2021.
198 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2024.

Based on Geneos Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.