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Geneos Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Geneos Wealth Management’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.17M Buy
22,983
+593
+3% +$115K 0.1% 232
2025
Q4 		$4.47M Sell
22,390
-196
-0.9% -$39.2K 0.11% 223
2025
Q3 		$4.42M Buy
22,586
+85
+0.4% +$15.6K 0.11% 220
2025
Q2 		$3.9M Sell
22,501
-10,818
-32% -$1.64M 0.1% 261
2025
Q1 		$4.68M Buy
33,319
+23,207
+229% +$3.61M 0.07% 315
2024
Q4 		$1.61M Buy
10,112
+119
+1% +$18.8K 0.06% 329
2024
Q3 		$1.52M Buy
9,993
+157
+2% +$23.1K 0.06% 325
2024
Q2 		$1.48M Buy
9,836
+75
+0.8% +$10.4K 0.07% 296
2024
Q1 		$1.32M Sell
9,761
-188
-2% -$24.5K 0.06% 307
2023
Q4 		$1.22M Sell
9,949
-404
-4% -$45.8K 0.06% 295
2023
Q3 		$1.09M Buy
10,353
+309
+3% +$33.6K 0.06% 302
2023
Q2 		$1.09M Buy
10,044
+431
+4% +$42.3K 0.06% 302
2023
Q1 		$892K Sell
9,613
-1,149
-11% -$96.4K 0.05% 317
2022
Q4 		$802K Hold
10,762
– – 0.05% 315
2022
Q3 		$789K Sell
10,762
-3,107
-22% -$263K 0.05% 300
2022
Q2 		$1.11M Sell
13,869
-498
-3% -$44.1K 0.05% 299
2022
Q1 		$1.48M Sell
14,367
-5,648
-28% -$577K 0.06% 267
2021
Q4 		$2.3M Sell
20,015
-114
-0.6% -$12.7K 0.09% 231
2021
Q3 		$2.06M Sell
20,129
-643
-3% -$67.1K 0.08% 241
2021
Q2 		$2.09M Sell
20,772
-619
-3% -$57.7K 0.08% 233
2021
Q1 		$1.99M Sell
21,391
-562
-3% -$49.2K 0.06% 287
2020
Q4 		$1.9M Sell
21,953
-2,647
-11% -$211K 0.08% 244
2020
Q3 		$1.81M Buy
24,600
+1,048
+4% +$76.5K 0.09% 208
2020
Q2 		$1.55M Buy
23,552
+2,788
+13% +$168K 0.09% 221
2020
Q1 		$1.03M Buy
20,764
+1,364
+7% +$79.1K 0.07% 249
2019
Q4 		$1.13M Buy
19,400
+260
+1% +$14.1K 0.06% 278
2019
Q3 		$968K Sell
19,140
-612
-3% -$31.1K 0.06% 280
2019
Q2 		$977K Sell
19,752
-292
-1% -$14.3K 0.06% 279
2019
Q1 		$955K Sell
20,044
-1,352
-6% -$60.1K 0.06% 273
2018
Q4 		$849K Sell
21,396
-476
-2% -$20.6K 0.06% 276
2018
Q3 		$1.06M Buy
21,872
+744
+4% +$35.2K 0.07% 252
2018
Q2 		$941K Sell
21,128
-468
-2% -$20.7K 0.07% 226
2018
Q1 		$908K Sell
21,596
-21,004
-49% -$904K 0.08% 224
2017
Q4 		$1.73M Buy
42,600
+23,348
+121% +$936K 0.15% 148
2017
Q3 		$721K Buy
19,252
+680
+4% +$24.9K 0.07% 242
2017
Q2 		$648K Buy
18,572
+468
+3% +$16.4K 0.07% 249
2017
Q1 		$607K Sell
18,104
-24,668
-58% -$801K 0.06% 239
2016
Q4 		$1.28M Buy
42,772
+4,100
+11% +$122K 0.17% 132
2016
Q3 		$1.15M Buy
38,672
+19,784
+105% +$567K 0.15% 144
2016
Q2 		$497K Hold
18,888
– – 0.07% 238
2016
Q1 		$516K Buy
+18,888
New +$477K 0.08% 232

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

Geneos Wealth Management increased its iShares US Technology ETF (IYW) stake by 2.6% in Q1 2026, buying an estimated $115K and bringing the position to 22,983 shares worth $4.17M. The position accounts for 0.1% of the portfolio, ranked #232.

Geneos Wealth Management first reported a position in IYW in Q1 2016 and has held it in 41 quarters since. The position peaked at $4.68M in Q1 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Geneos Wealth Management held 22,983 shares of iShares US Technology ETF worth $4.17M as of Q1 2026.
  • Geneos Wealth Management bought 593 iShares US Technology ETF shares in Q1 2026, an estimated $115K.
  • iShares US Technology ETF made up 0.1% of Geneos Wealth Management's portfolio in Q1 2026, its #232 holding.
  • Geneos Wealth Management first reported a position in iShares US Technology ETF in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's iShares US Technology ETF position peaked at $4.68M in Q1 2025.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

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