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Geneos Wealth Management’s iShares Russell Top 200 ETF IWL Stock Holding History

Geneos Wealth Management’s Portfolio IWL Stock Details IWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$448K Hold
2,790
– – 0.01% 729
2025
Q4 		$476K Sell
2,790
-109
-4% -$18.4K 0.01% 682
2025
Q3 		$482K Buy
2,899
+62
+2% +$9.87K 0.01% 661
2025
Q2 		$434K Sell
2,837
-1,133
-29% -$160K 0.01% 752
2025
Q1 		$546K Buy
3,970
+2,064
+108% +$300K 0.01% 865
2024
Q4 		$276K Sell
1,906
-134
-7% -$19.4K 0.01% 735
2024
Q3 		$286K Buy
2,040
+21
+1% +$2.85K 0.01% 674
2024
Q2 		$270K Hold
2,019
– – 0.01% 629
2024
Q1 		$257K Hold
2,019
– – 0.01% 640
2023
Q4 		$232K Hold
2,019
– – 0.01% 645
2023
Q3 		$209K Sell
2,019
-711
-26% -$76.3K 0.01% 674
2023
Q2 		$291K Buy
2,730
+790
+41% +$79.4K 0.02% 594
2023
Q1 		$189K Sell
1,940
-25
-1% -$2.35K 0.01% 666
2022
Q4 		$177K Hold
1,965
– – 0.01% 662
2022
Q3 		$166K Hold
1,965
– – 0.01% 654
2022
Q2 		$178K Hold
1,965
– – 0.01% 787
2022
Q1 		$212K Buy
1,965
+25
+1% +$2.67K 0.01% 781
2021
Q4 		$221K Hold
1,940
– – 0.01% 819
2021
Q3 		$202K Hold
1,940
– – 0.01% 850
2021
Q2 		$202K Buy
1,940
+85
+5% +$8.48K 0.01% 836
2021
Q1 		$185K Sell
1,855
-2,916
-61% -$270K 0.01% 997
2020
Q4 		$451K Buy
4,771
+3,686
+340% +$315K 0.02% 567
2020
Q3 		$86K Buy
1,085
+347
+47% +$27.8K ﹤0.01% 1004
2020
Q2 		$53K Buy
+738
New +$51.6K ﹤0.01% 1188

Other funds holding IWL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
RIS
Richmond Investment Services Mequon, Wisconsin $619M AUM 22.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return

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

Geneos Wealth Management held its iShares Russell Top 200 ETF (IWL) position steady in Q1 2026 at 2,790 shares worth $448K. The position accounts for 0.01% of the portfolio, ranked #729.

Geneos Wealth Management first reported a position in IWL in Q2 2020 and has held it in 24 quarters since. The position peaked at $546K in Q1 2025. 225 funds tracked by Wall St. Rank hold IWL as of Q1 2026.

  • Geneos Wealth Management held 2,790 shares of iShares Russell Top 200 ETF worth $448K as of Q1 2026.
  • Geneos Wealth Management left its iShares Russell Top 200 ETF share count unchanged in Q1 2026.
  • iShares Russell Top 200 ETF made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #729 holding.
  • Geneos Wealth Management first reported a position in iShares Russell Top 200 ETF in Q2 2020 and has held it in 24 quarters since.
  • Geneos Wealth Management's iShares Russell Top 200 ETF position peaked at $546K in Q1 2025.
  • 225 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2026.

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