Geneos Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.51M	Hold	30,612	–	–	0.03%	446
2026 Q1	$1.63M	Sell	30,612 -40,632	-57%	-$2.39M	0.04%	392
2025 Q4	$4.43M	Sell	71,244 -1,026	-1%	-$63.3K	0.11%	227
2025 Q3	$4.34M	Hold	72,270	–	–	0.11%	224
2025 Q2	$4.53M	Buy	72,270 +16,764	+30%	+$1.01M	0.11%	231
2025 Q1	$3.34M	Hold	55,506	–	–	0.11%	220
2024 Q4	$3.24M	Sell	55,506 -12	-0%	-$713	0.11%	201
2024 Q3	$3.29M	Hold	55,518	–	–	0.13%	195
2024 Q2	$3.11M	Buy	55,518 +7,248	+15%	+$406K	0.14%	175
2024 Q1	$2.83M	Sell	48,270 -7,290	-13%	-$412K	0.13%	191
2023 Q4	$3M	Buy	55,560 +9,090	+20%	+$444K	0.15%	165
2023 Q3	$2.25M	Buy	46,470 +3,041	+7%	+$162K	0.12%	197
2023 Q2	$2.45M	Buy	43,429 +2,851	+7%	+$157K	0.13%	182
2023 Q1	$2.19M	Sell	40,578 -907	-2%	-$48.3K	0.13%	182
2022 Q4	$2.18M	Sell	41,485 -3,307	-7%	-$168K	0.13%	168
2022 Q3	$2.11M	Sell	44,792 -37	-0.1%	-$1.92K	0.15%	154
2022 Q2	$2.3M	Buy	44,829 +214	+0.5%	+$11.7K	0.11%	192
2022 Q1	$2.72M	Sell	44,615 -11,742	-21%	-$700K	0.12%	188
2021 Q4	$3.71M	Buy	56,357 +1,155	+2%	+$73.9K	0.14%	160
2021 Q3	$3.48M	Buy	55,202 +254	+0.5%	+$16.2K	0.13%	173
2021 Q2	$3.36M	Sell	54,948 -22,872	-29%	-$1.32M	0.13%	169
2021 Q1	$4.6M	Sell	77,820 -11,532	-13%	-$640K	0.13%	187
2020 Q4	$3.24M	Buy	89,352 +30,222	+51%	+$1.58M	0.13%	174
2020 Q3	$2.87M	Buy	59,130 +17,154	+41%	+$831K	0.15%	156
2020 Q2	$1.79M	Buy	41,976 +162	+0.4%	+$6.92K	0.1%	202
2020 Q1	$1.53M	Buy	41,814 +14,292	+52%	+$602K	0.1%	195
2019 Q4	$1.22M	Buy	27,522 +708	+3%	+$29.8K	0.06%	267
2019 Q3	$1.09M	Buy	26,814 +10,890	+68%	+$446K	0.07%	256
2019 Q2	$638K	Sell	15,924 -894	-5%	-$33.8K	0.04%	357
2019 Q1	$649K	Sell	16,818 -43,902	-72%	-$1.59M	0.04%	343
2018 Q4	$1.99M	Sell	60,720 -5,904	-9%	-$204K	0.15%	165
2018 Q3	$2.53M	Buy	66,624 +51,276	+334%	+$1.82M	0.17%	150
2018 Q2	$513K	Sell	15,348 -2,574	-14%	-$83.8K	0.04%	329
2018 Q1	$552K	Sell	17,922 -330	-2%	-$10.2K	0.05%	290
2017 Q4	$527K	Sell	18,252 -1,542	-8%	-$44.5K	0.05%	307
2017 Q3	$551K	Sell	19,794 -252	-1%	-$6.97K	0.05%	287
2017 Q2	$556K	Sell	20,046 -318	-2%	-$8.42K	0.06%	272
2017 Q1	$514K	Sell	20,364 -1,038	-5%	-$25.2K	0.05%	267
2016 Q4	$475K	Buy	21,402 +6	+0%	+$136	0.06%	257
2016 Q3	$518K	Hold	21,396	–	–	0.07%	237
2016 Q2	$485K	Sell	21,396 -198	-0.9%	-$4.29K	0.07%	245
2016 Q1	$445K	Buy	+21,594	New	+$419K	0.07%	254

Other funds holding IHI

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

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

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

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

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

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

AAS

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Geneos Wealth Management held its iShares US Medical Devices ETF (IHI) position steady in Q2 2026 at 30,612 shares worth $1.51M. The position accounts for 0.03% of the portfolio, ranked #446.

Geneos Wealth Management first reported a position in IHI in Q1 2016 and has held it in 42 quarters since. The position peaked at $4.6M in Q1 2021. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Geneos Wealth Management held 30,612 shares of iShares US Medical Devices ETF worth $1.51M as of Q2 2026.
Geneos Wealth Management left its iShares US Medical Devices ETF share count unchanged in Q2 2026.
iShares US Medical Devices ETF made up 0.03% of Geneos Wealth Management's portfolio in Q2 2026, its #446 holding.
Geneos Wealth Management first reported a position in iShares US Medical Devices ETF in Q1 2016 and has held it in 42 quarters since.
Geneos Wealth Management's iShares US Medical Devices ETF position peaked at $4.6M in Q1 2021.
500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

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