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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.12M	Buy	23,907 +23,347	+4,169%	+$2.9M	0.06%	305
2026 Q1	$64K	Hold	560	–	–	﹤0.01%	1330
2025 Q4	$62.6K	Hold	560	–	–	﹤0.01%	1308
2025 Q3	$61.8K	Hold	560	–	–	﹤0.01%	1295
2025 Q2	$58.8K	Sell	560 -488	-47%	-$48.5K	﹤0.01%	1481
2025 Q1	$103K	Buy	1,048 +276	+36%	+$29K	﹤0.01%	1152
2024 Q4	$81.4K	Hold	772	–	–	﹤0.01%	1140
2024 Q3	$81.5K	Buy	772 +492	+176%	+$50.2K	﹤0.01%	1029
2024 Q2	$27.8K	Hold	280	–	–	﹤0.01%	1252
2024 Q1	$28.8K	Hold	280	–	–	﹤0.01%	1254
2023 Q4	$26.3K	Sell	280 -67	-19%	-$5.76K	﹤0.01%	1268
2023 Q3	$29.3K	Hold	347	–	–	﹤0.01%	1244
2023 Q2	$30.7K	Buy	347 +67	+24%	+$5.64K	﹤0.01%	1239
2023 Q1	$23.7K	Hold	280	–	–	﹤0.01%	1287
2022 Q4	$22.9K	Hold	280	–	–	﹤0.01%	1296
2022 Q3	$20K	Hold	280	–	–	﹤0.01%	1326
2022 Q2	$21K	Hold	280	–	–	﹤0.01%	1665
2022 Q1	$25K	Hold	280	–	–	﹤0.01%	1694
2021 Q4	$26K	Hold	280	–	–	﹤0.01%	1747
2021 Q3	$25K	Hold	280	–	–	﹤0.01%	1803
2021 Q2	$25K	Hold	280	–	–	﹤0.01%	1800
2021 Q1	$25K	Hold	280	–	–	﹤0.01%	1955
2020 Q4	$24K	Hold	280	–	–	﹤0.01%	1795
2020 Q3	$17K	Hold	280	–	–	﹤0.01%	1730
2020 Q2	$16K	Hold	280	–	–	﹤0.01%	1725
2020 Q1	$13K	Hold	280	–	–	﹤0.01%	1691
2019 Q4	$19K	Hold	280	–	–	﹤0.01%	1706
2019 Q3	$18K	Hold	280	–	–	﹤0.01%	1655
2019 Q2	$18K	Hold	280	–	–	﹤0.01%	1677
2019 Q1	$17K	Hold	280	–	–	﹤0.01%	1638
2018 Q4	$15K	Hold	280	–	–	﹤0.01%	1627
2018 Q3	$19K	Hold	280	–	–	﹤0.01%	1592
2018 Q2	$18K	Hold	280	–	–	﹤0.01%	1491
2018 Q1	$17K	Hold	280	–	–	﹤0.01%	1455
2017 Q4	$17K	Hold	280	–	–	﹤0.01%	1452
2017 Q3	$16K	Hold	280	–	–	﹤0.01%	1409
2017 Q2	$16K	Buy	+280	New	+$16.3K	﹤0.01%	1361

Other funds holding IVOO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

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

SILC

Starr Indemnity & Liability Company New York $377M AUM 24.51% 1-Year Est. Return

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

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

Geneos Wealth Management increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 4,169% in Q2 2026, buying an estimated $2.9M and bringing the position to 23,907 shares worth $3.12M. The position accounts for 0.06% of the portfolio, ranked #305.

Geneos Wealth Management first reported a position in IVOO in Q2 2017 and has held it in 37 quarters since. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Geneos Wealth Management held 23,907 shares of Vanguard S&P Mid-Cap 400 ETF worth $3.12M as of Q2 2026.
Geneos Wealth Management bought 23,347 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $2.9M.
Vanguard S&P Mid-Cap 400 ETF made up 0.06% of Geneos Wealth Management's portfolio in Q2 2026, its #305 holding.
Geneos Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2017 and has held it in 37 quarters since.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

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