Geneos Wealth Management’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-20	Closed	-$1.69K	–	2074
2022 Q4	$1.69K	Hold	20	–	–	﹤0.01%	1906
2022 Q3	$1K	Sell	20 -15,816	-100%	-$1.36M	﹤0.01%	1939
2022 Q2	$1.27M	Hold	15,836	–	–	0.06%	273
2022 Q1	$1.52M	Buy	15,836 +22	+0.1%	+$2.11K	0.07%	264
2021 Q4	$1.67M	Buy	15,814 +74	+0.5%	+$7.71K	0.06%	280
2021 Q3	$1.56M	Hold	15,740	–	–	0.06%	288
2021 Q2	$1.58M	Hold	15,740	–	–	0.06%	270
2021 Q1	$1.59M	Hold	15,740	–	–	0.04%	322
2020 Q4	$1.53M	Buy	+15,740	New	+$1.31M	0.06%	270

Other funds holding IVOG

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

LWM

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Geneos Wealth Management's IVOG Position: Q1 2023 in Review

Geneos Wealth Management sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q1 2023, closing a stake of 20 shares — an estimated $1.69K sold.

Geneos Wealth Management first reported a position in IVOG in Q4 2020 and held it in 9 quarters. The position peaked at $1.67M in Q4 2021. 98 funds tracked by Wall St. Rank hold IVOG as of Q1 2023.

Geneos Wealth Management reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q1 2023 after selling out during the quarter.
Geneos Wealth Management sold 20 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2023, an estimated $1.69K.
Geneos Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2020 and held it in 9 quarters.
Geneos Wealth Management's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $1.67M in Q4 2021.
98 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2023.

Based on Geneos Wealth Management's 13F filing for Q1 2023, filed 25 Apr 2023.