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Geneos Wealth Management’s iShares LifePath Retirement ETF IRTR Stock Holding History

Geneos Wealth Management’s Portfolio IRTR Stock Details IRTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$111K Sell
3,640
-760
-17% -$23.6K ﹤0.01% 1143
2025
Q4 		$136K Hold
4,400
– – ﹤0.01% 1061
2025
Q3 		$135K Hold
4,400
– – ﹤0.01% 1025
2025
Q2 		$131K Sell
4,400
-800
-15% -$22.9K ﹤0.01% 1144
2025
Q1 		$148K Buy
+5,200
New +$149K ﹤0.01% 1368

Other funds holding IRTR

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
AG
AmeriFlex Group Las Vegas, Nevada $198M AUM 27.84% 1-Year Est. Return

Geneos Wealth Management's IRTR Position: Q1 2026 in Review

Geneos Wealth Management reduced its iShares LifePath Retirement ETF (IRTR) stake by 17% in Q1 2026, selling an estimated $23.6K and leaving 3,640 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #1143.

Geneos Wealth Management first reported a position in IRTR in Q1 2025 and has held it in 5 quarters since. The position peaked at $148K in Q1 2025. 5 funds tracked by Wall St. Rank hold IRTR as of Q1 2026.

  • Geneos Wealth Management held 3,640 shares of iShares LifePath Retirement ETF worth $111K as of Q1 2026.
  • Geneos Wealth Management sold 760 iShares LifePath Retirement ETF shares in Q1 2026, an estimated $23.6K.
  • iShares LifePath Retirement ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1143 holding.
  • Geneos Wealth Management first reported a position in iShares LifePath Retirement ETF in Q1 2025 and has held it in 5 quarters since.
  • Geneos Wealth Management's iShares LifePath Retirement ETF position peaked at $148K in Q1 2025.
  • 5 funds tracked by Wall St. Rank held iShares LifePath Retirement ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.