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Geneos Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

Geneos Wealth Management’s Portfolio IYH Stock Details IYH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$601K Sell
9,755
-562
-5% -$36.3K 0.01% 635
2025
Q4 		$672K Sell
10,317
-2,246
-18% -$142K 0.02% 589
2025
Q3 		$738K Buy
12,563
+4
+0% +$228 0.02% 557
2025
Q2 		$709K Sell
12,559
-10,663
-46% -$601K 0.02% 611
2025
Q1 		$1.41M Buy
23,222
+14,807
+176% +$905K 0.02% 570
2024
Q4 		$490K Buy
8,415
+101
+1% +$6.24K 0.02% 599
2024
Q3 		$540K Sell
8,314
-499
-6% -$31.9K 0.02% 542
2024
Q2 		$540K Buy
8,813
+137
+2% +$8.24K 0.02% 477
2024
Q1 		$537K Sell
8,676
-334
-4% -$20.1K 0.02% 480
2023
Q4 		$516K Sell
9,010
-590
-6% -$32.1K 0.03% 479
2023
Q3 		$519K Buy
9,600
+1,555
+19% +$86.9K 0.03% 455
2023
Q2 		$451K Buy
8,045
+760
+10% +$42.2K 0.02% 480
2023
Q1 		$398K Buy
7,285
+570
+8% +$31.3K 0.02% 488
2022
Q4 		$381K Hold
6,715
– – 0.02% 472
2022
Q3 		$339K Sell
6,715
-6,890
-51% -$372K 0.02% 472
2022
Q2 		$740K Hold
13,605
– – 0.04% 400
2022
Q1 		$785K Sell
13,605
-770
-5% -$43K 0.03% 423
2021
Q4 		$863K Sell
14,375
-845
-6% -$48.3K 0.03% 438
2021
Q3 		$839K Hold
15,220
– – 0.03% 435
2021
Q2 		$844K Sell
15,220
-120
-0.8% -$6.35K 0.03% 415
2021
Q1 		$806K Sell
15,340
-1,735
-10% -$87.2K 0.02% 494
2020
Q4 		$857K Sell
17,075
-6,350
-27% -$300K 0.03% 395
2020
Q3 		$1.04M Sell
23,425
-7,350
-24% -$333K 0.05% 281
2020
Q2 		$1.29M Sell
30,775
-2,490
-7% -$105K 0.07% 248
2020
Q1 		$1.2M Sell
33,265
-1,315
-4% -$54.1K 0.08% 227
2019
Q4 		$1.5M Sell
34,580
-185
-0.5% -$7.47K 0.08% 243
2019
Q3 		$1.3M Sell
34,765
-4,905
-12% -$189K 0.08% 236
2019
Q2 		$1.55M Sell
39,670
-47,365
-54% -$1.79M 0.1% 207
2019
Q1 		$3.37M Sell
87,035
-68,320
-44% -$2.6M 0.22% 119
2018
Q4 		$5.54M Buy
155,355
+42,610
+38% +$1.63M 0.41% 55
2018
Q3 		$4.6M Buy
112,745
+87,030
+338% +$3.36M 0.31% 87
2018
Q2 		$916K Sell
25,715
-3,360
-12% -$118K 0.07% 233
2018
Q1 		$1M Sell
29,075
-2,305
-7% -$82.9K 0.09% 212
2017
Q4 		$1.09M Buy
31,380
+7,515
+31% +$261K 0.1% 194
2017
Q3 		$820K Sell
23,865
-1,205
-5% -$40.6K 0.08% 226
2017
Q2 		$833K Sell
25,070
-1,390
-5% -$44.4K 0.09% 217
2017
Q1 		$824K Sell
26,460
-1,065
-4% -$32.5K 0.09% 202
2016
Q4 		$793K Sell
27,525
-1,705
-6% -$49.4K 0.1% 188
2016
Q3 		$878K Sell
29,230
-475
-2% -$14.5K 0.12% 173
2016
Q2 		$887K Sell
29,705
-1,220
-4% -$35.6K 0.13% 165
2016
Q1 		$880K Buy
+30,925
New +$856K 0.13% 162

Other funds holding IYH

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Geneos Wealth Management reduced its iShares US Healthcare ETF (IYH) stake by 5.4% in Q1 2026, selling an estimated $36.3K and leaving 9,755 shares worth $601K. The position accounts for 0.01% of the portfolio, ranked #635.

Geneos Wealth Management first reported a position in IYH in Q1 2016 and has held it in 41 quarters since. The position peaked at $5.54M in Q4 2018. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

  • Geneos Wealth Management held 9,755 shares of iShares US Healthcare ETF worth $601K as of Q1 2026.
  • Geneos Wealth Management sold 562 iShares US Healthcare ETF shares in Q1 2026, an estimated $36.3K.
  • iShares US Healthcare ETF made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #635 holding.
  • Geneos Wealth Management first reported a position in iShares US Healthcare ETF in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's iShares US Healthcare ETF position peaked at $5.54M in Q4 2018.
  • 513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

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