Geneos Wealth Management’s iShares US Industrials ETF IYJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$494K	Hold	2,962	–	–	0.01%	739
2026 Q1	$437K	Hold	2,962	–	–	0.01%	736
2025 Q4	$439K	Hold	2,962	–	–	0.01%	703
2025 Q3	$432K	Hold	2,962	–	–	0.01%	694
2025 Q2	$422K	Buy	2,962 +1,420	+92%	+$189K	0.01%	764
2025 Q1	$201K	Sell	1,542 -275	-15%	-$37.3K	0.01%	909
2024 Q4	$243K	Hold	1,817	–	–	0.01%	781
2024 Q3	$243K	Sell	1,817 -25	-1%	-$3.14K	0.01%	725
2024 Q2	$220K	Hold	1,842	–	–	0.01%	683
2024 Q1	$232K	Hold	1,842	–	–	0.01%	662
2023 Q4	$211K	Hold	1,842	–	–	0.01%	664
2023 Q3	$186K	Hold	1,842	–	–	0.01%	702
2023 Q2	$195K	Hold	1,842	–	–	0.01%	689
2023 Q1	$184K	Hold	1,842	–	–	0.01%	673
2022 Q4	$178K	Hold	1,842	–	–	0.01%	661
2022 Q3	$154K	Sell	1,842 -110	-6%	-$10.3K	0.01%	675
2022 Q2	$174K	Hold	1,952	–	–	0.01%	798
2022 Q1	$205K	Hold	1,952	–	–	0.01%	792
2021 Q4	$220K	Hold	1,952	–	–	0.01%	822
2021 Q3	$212K	Hold	1,952	–	–	0.01%	830
2021 Q2	$218K	Sell	1,952 -70	-3%	-$7.72K	0.01%	808
2021 Q1	$223K	Sell	2,022 -332	-14%	-$33.3K	0.01%	921
2020 Q4	$249K	Sell	2,354 -50	-2%	-$4.56K	0.01%	754
2020 Q3	$197K	Hold	2,404	–	–	0.01%	691
2020 Q2	$174K	Hold	2,404	–	–	0.01%	712
2020 Q1	$147K	Hold	2,404	–	–	0.01%	715
2019 Q4	$202K	Hold	2,404	–	–	0.01%	698
2019 Q3	$189K	Hold	2,404	–	–	0.01%	679
2019 Q2	$190K	Hold	2,404	–	–	0.01%	687
2019 Q1	$182K	Sell	2,404 -834	-26%	-$60.4K	0.01%	673
2018 Q4	$206K	Hold	3,238	–	–	0.02%	593
2018 Q3	$252K	Sell	3,238 -650	-17%	-$49.4K	0.02%	563
2018 Q2	$279K	Hold	3,888	–	–	0.02%	466
2018 Q1	$281K	Hold	3,888	–	–	0.02%	439
2017 Q4	$286K	Buy	3,888 +110	+3%	+$7.85K	0.03%	434
2017 Q3	$261K	Hold	3,778	–	–	0.03%	437
2017 Q2	$248K	Hold	3,778	–	–	0.03%	439
2017 Q1	$237K	Sell	3,778 -1,160	-23%	-$72.5K	0.02%	437
2016 Q4	$297K	Buy	4,938 +2,418	+96%	+$141K	0.04%	358
2016 Q3	$144K	Sell	2,520 -11,412	-82%	-$648K	0.02%	519
2016 Q2	$767K	Buy	13,932 +12,502	+874%	+$679K	0.11%	179
2016 Q1	$76K	Buy	+1,430	New	+$71.1K	0.01%	658

Other funds holding IYJ

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

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

Geneos Wealth Management held its iShares US Industrials ETF (IYJ) position steady in Q2 2026 at 2,962 shares worth $494K. The position accounts for 0.01% of the portfolio, ranked #739.

Geneos Wealth Management first reported a position in IYJ in Q1 2016 and has held it in 42 quarters since. The position peaked at $767K in Q2 2016. 343 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Geneos Wealth Management held 2,962 shares of iShares US Industrials ETF worth $494K as of Q2 2026.
Geneos Wealth Management left its iShares US Industrials ETF share count unchanged in Q2 2026.
iShares US Industrials ETF made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #739 holding.
Geneos Wealth Management first reported a position in iShares US Industrials ETF in Q1 2016 and has held it in 42 quarters since.
Geneos Wealth Management's iShares US Industrials ETF position peaked at $767K in Q2 2016.
343 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

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