Geneos Wealth Management’s iShares US Telecommunications ETF IYZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-776	Closed	-$25K	–	2871
2021 Q4	$25K	Buy	+776	New	+$25K	﹤0.01%	1770
2020 Q4	–	Sell	-300	Closed	-$8K	–	2939
2020 Q3	$8K	Hold	300	–	–	﹤0.01%	2027
2020 Q2	$8K	Hold	300	–	–	﹤0.01%	1982
2020 Q1	$7K	Hold	300	–	–	﹤0.01%	1936
2019 Q4	$8K	Hold	300	–	–	﹤0.01%	2053
2019 Q3	$8K	Hold	300	–	–	﹤0.01%	1970
2019 Q2	$8K	Hold	300	–	–	﹤0.01%	1978
2019 Q1	$8K	Buy	+300	New	+$8.59K	﹤0.01%	1906
2018 Q4	–	Sell	-300	Closed	-$8K	–	2437
2018 Q3	$8K	Hold	300	–	–	﹤0.01%	1922
2018 Q2	$8K	Hold	300	–	–	﹤0.01%	1787
2018 Q1	$8K	Sell	300 -150	-33%	-$4.27K	﹤0.01%	1723
2017 Q4	$13K	Hold	450	–	–	﹤0.01%	1542
2017 Q3	$13K	Hold	450	–	–	﹤0.01%	1483
2017 Q2	$14K	Hold	450	–	–	﹤0.01%	1406
2017 Q1	$14K	Sell	450 -450	-50%	-$15.3K	﹤0.01%	1369
2016 Q4	$31K	Hold	900	–	–	﹤0.01%	1012
2016 Q3	$28K	Hold	900	–	–	﹤0.01%	1015
2016 Q2	$29K	Buy	900 +150	+20%	+$4.69K	﹤0.01%	997
2016 Q1	$23K	Buy	+750	New	+$21.2K	﹤0.01%	1047

Other funds holding IYZ

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 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

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

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Geneos Wealth Management's IYZ Position: Q1 2022 in Review

Geneos Wealth Management sold out of iShares US Telecommunications ETF (IYZ) in Q1 2022, closing a stake of 776 shares — an estimated $25K sold.

Geneos Wealth Management first reported a position in IYZ in Q1 2016 and held it in 19 quarters. The position peaked at $31K in Q4 2016. 137 funds tracked by Wall St. Rank hold IYZ as of Q1 2022.

Geneos Wealth Management reported no remaining iShares US Telecommunications ETF position as of Q1 2022 after selling out during the quarter.
Geneos Wealth Management sold 776 iShares US Telecommunications ETF shares in Q1 2022, an estimated $25K.
Geneos Wealth Management first reported a position in iShares US Telecommunications ETF in Q1 2016 and held it in 19 quarters.
Geneos Wealth Management's iShares US Telecommunications ETF position peaked at $31K in Q4 2016.
137 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2022.

Based on Geneos Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.