Geneos Wealth Management’s iShares US Financial Services ETF IYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.79M	Hold	19,797	–	–	0.04%	408
2026 Q1	$1.64M	Hold	19,797	–	–	0.04%	390
2025 Q4	$1.83M	Sell	19,797 -660	-3%	-$58.9K	0.04%	370
2025 Q3	$1.83M	Hold	20,457	–	–	0.05%	364
2025 Q2	$1.75M	Buy	20,457 +2,456	+14%	+$195K	0.04%	395
2025 Q1	$1.41M	Sell	18,001 -3,755	-17%	-$302K	0.05%	374
2024 Q4	$1.69M	Buy	21,756 +1,110	+5%	+$85.6K	0.06%	317
2024 Q3	$1.47M	Sell	20,646 -500	-2%	-$34.4K	0.06%	331
2024 Q2	$1.38M	Hold	21,146	–	–	0.06%	311
2024 Q1	$1.4M	Buy	21,146 +13,703	+184%	+$851K	0.06%	302
2023 Q4	$445K	Hold	7,443	–	–	0.02%	515
2023 Q3	$384K	Hold	7,443	–	–	0.02%	515
2023 Q2	$392K	Hold	7,443	–	–	0.02%	508
2023 Q1	$375K	Hold	7,443	–	–	0.02%	501
2022 Q4	$391K	Sell	7,443 -108	-1%	-$5.66K	0.02%	464
2022 Q3	$355K	Buy	7,551 +4,665	+162%	+$245K	0.02%	458
2022 Q2	$144K	Hold	2,886	–	–	0.01%	870
2022 Q1	$173K	Sell	2,886 -369	-11%	-$23.3K	0.01%	859
2021 Q4	$209K	Hold	3,255	–	–	0.01%	845
2021 Q3	$208K	Hold	3,255	–	–	0.01%	838
2021 Q2	$202K	Sell	3,255 -1,101	-25%	-$67.3K	0.01%	837
2021 Q1	$265K	Hold	4,356	–	–	0.01%	850
2020 Q4	$251K	Buy	4,356 +621	+17%	+$28K	0.01%	750
2020 Q3	$148K	Hold	3,735	–	–	0.01%	790
2020 Q2	$144K	Buy	3,735 +210	+6%	+$8.07K	0.01%	767
2020 Q1	$122K	Hold	3,525	–	–	0.01%	771
2019 Q4	$178K	Hold	3,525	–	–	0.01%	730
2019 Q3	$160K	Hold	3,525	–	–	0.01%	727
2019 Q2	$157K	Hold	3,525	–	–	0.01%	748
2019 Q1	$146K	Hold	3,525	–	–	0.01%	745
2018 Q4	$130K	Sell	3,525 -21	-0.6%	-$866	0.01%	746
2018 Q3	$157K	Hold	3,546	–	–	0.01%	730
2018 Q2	$153K	Hold	3,546	–	–	0.01%	638
2018 Q1	$154K	Hold	3,546	–	–	0.01%	609
2017 Q4	$154K	Hold	3,546	–	–	0.01%	609
2017 Q3	$141K	Hold	3,546	–	–	0.01%	608
2017 Q2	$134K	Hold	3,546	–	–	0.01%	604
2017 Q1	$128K	Hold	3,546	–	–	0.01%	594
2016 Q4	$125K	Hold	3,546	–	–	0.02%	557
2016 Q3	$103K	Sell	3,546 -21,255	-86%	-$612K	0.01%	600
2016 Q2	$662K	Buy	24,801 +21,255	+599%	+$594K	0.1%	195
2016 Q1	$96K	Buy	+3,546	New	+$93.7K	0.01%	595

Other funds holding IYG

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

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

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

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

Geneos Wealth Management held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 19,797 shares worth $1.79M. The position accounts for 0.04% of the portfolio, ranked #408.

Geneos Wealth Management first reported a position in IYG in Q1 2016 and has held it in 42 quarters since. The position peaked at $1.83M in Q3 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Geneos Wealth Management held 19,797 shares of iShares US Financial Services ETF worth $1.79M as of Q2 2026.
Geneos Wealth Management left its iShares US Financial Services ETF share count unchanged in Q2 2026.
iShares US Financial Services ETF made up 0.04% of Geneos Wealth Management's portfolio in Q2 2026, its #408 holding.
Geneos Wealth Management first reported a position in iShares US Financial Services ETF in Q1 2016 and has held it in 42 quarters since.
Geneos Wealth Management's iShares US Financial Services ETF position peaked at $1.83M in Q3 2025.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

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