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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$45.7K	Hold	448	–	–	﹤0.01%	1468
2025 Q4	$45.3K	Hold	448	–	–	﹤0.01%	1432
2025 Q3	$45.1K	Hold	448	–	–	﹤0.01%	1425
2025 Q2	$42.8K	Sell	448 -224	-33%	-$20.3K	﹤0.01%	1656
2025 Q1	$61.9K	Buy	672 +448	+200%	+$43K	﹤0.01%	1803
2024 Q4	$21.4K	Hold	224	–	–	﹤0.01%	1700
2024 Q3	$21.4K	Hold	224	–	–	﹤0.01%	1536
2024 Q2	$19.6K	Hold	224	–	–	﹤0.01%	1358
2024 Q1	$20.3K	Hold	224	–	–	﹤0.01%	1358
2023 Q4	$19.5K	Hold	224	–	–	﹤0.01%	1363
2023 Q3	$17.5K	Hold	224	–	–	﹤0.01%	1425
2023 Q2	$18.4K	Hold	224	–	–	﹤0.01%	1406
2023 Q1	$17.6K	Hold	224	–	–	﹤0.01%	1387
2022 Q4	$17.2K	Hold	224	–	–	﹤0.01%	1378
2022 Q3	$15K	Hold	224	–	–	﹤0.01%	1417
2022 Q2	$16K	Hold	224	–	–	﹤0.01%	1781
2022 Q1	$18K	Hold	224	–	–	﹤0.01%	1855
2021 Q4	$18K	Hold	224	–	–	﹤0.01%	1938
2021 Q3	$18K	Hold	224	–	–	﹤0.01%	1968
2021 Q2	$18K	Hold	224	–	–	﹤0.01%	1961
2021 Q1	$18K	Hold	224	–	–	﹤0.01%	2123
2020 Q4	$17K	Hold	224	–	–	﹤0.01%	1996
2020 Q3	$11K	Hold	224	–	–	﹤0.01%	1916
2020 Q2	$11K	Hold	224	–	–	﹤0.01%	1880
2020 Q1	$9K	Hold	224	–	–	﹤0.01%	1855
2019 Q4	$14K	Hold	224	–	–	﹤0.01%	1836
2019 Q3	$13K	Hold	224	–	–	﹤0.01%	1781
2019 Q2	$13K	Hold	224	–	–	﹤0.01%	1810
2019 Q1	$13K	Hold	224	–	–	﹤0.01%	1744
2018 Q4	$11K	Hold	224	–	–	﹤0.01%	1750
2018 Q3	$14K	Hold	224	–	–	﹤0.01%	1725
2018 Q2	$13K	Hold	224	–	–	﹤0.01%	1606
2018 Q1	$13K	Hold	224	–	–	﹤0.01%	1549
2017 Q4	$13K	Hold	224	–	–	﹤0.01%	1541
2017 Q3	$13K	Hold	224	–	–	﹤0.01%	1482
2017 Q2	$12K	Buy	+224	New	+$12.6K	﹤0.01%	1469
2016 Q3	–	Sell	-30	Closed	-$1K	–	1980
2016 Q2	$1K	Buy	+30	New	+$1.43K	﹤0.01%	1747

Other funds holding IVOV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SCM

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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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

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

Geneos Wealth Management held its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) position steady in Q1 2026 at 448 shares worth $45.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1468.

Geneos Wealth Management first reported a position in IVOV in Q2 2016 and has held it in 37 quarters since. The position peaked at $61.9K in Q1 2025. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

Geneos Wealth Management held 448 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $45.7K as of Q1 2026.
Geneos Wealth Management left its Vanguard S&P Mid-Cap 400 Value ETF share count unchanged in Q1 2026.
Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1468 holding.
Geneos Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q2 2016 and has held it in 37 quarters since.
Geneos Wealth Management's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $61.9K in Q1 2025.
164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

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