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Geneos Wealth Management’s iShares Lithium Miners and Producers ETF ILIT Stock Holding History

Geneos Wealth Management’s Portfolio ILIT Stock Details ILIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16K Buy
915
+1
+0.1% +$20 ﹤0.01% 1871
2026
Q1 		$15.8K Hold
914
– – ﹤0.01% 1857
2025
Q4 		$14.3K Buy
914
+18
+2% +$257 ﹤0.01% 1855
2025
Q3 		$10.9K Hold
896
– – ﹤0.01% 1939
2025
Q2 		$7.04K Sell
896
-896
-50% -$6.77K ﹤0.01% 2451
2025
Q1 		$14.6K Buy
1,792
+896
+100% +$8.07K ﹤0.01% 2453
2024
Q4 		$7.93K Buy
+896
New +$9.75K ﹤0.01% 2147

Other funds holding ILIT

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FS
Financially Speaking Greenwood Village, Colorado $20.6M AUM 16.79% 1-Year Est. Return

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

Geneos Wealth Management increased its iShares Lithium Miners and Producers ETF (ILIT) stake by 0.11% in Q2 2026, buying an estimated $20 and bringing the position to 915 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1871.

Geneos Wealth Management first reported a position in ILIT in Q4 2024 and has held it in 7 quarters since. 3 funds tracked by Wall St. Rank hold ILIT as of Q2 2026.

  • Geneos Wealth Management held 915 shares of iShares Lithium Miners and Producers ETF worth $16K as of Q2 2026.
  • Geneos Wealth Management bought 1 iShares Lithium Miners and Producers ETF share in Q2 2026, an estimated $20.
  • iShares Lithium Miners and Producers ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1871 holding.
  • Geneos Wealth Management first reported a position in iShares Lithium Miners and Producers ETF in Q4 2024 and has held it in 7 quarters since.
  • 3 funds tracked by Wall St. Rank held iShares Lithium Miners and Producers ETF as of Q2 2026.

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