Geneos Wealth Management’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19.6K	Hold	108	–	–	﹤0.01%	1811
2026 Q1	$19.2K	Hold	108	–	–	﹤0.01%	1780
2025 Q4	$19K	Buy	108 +78	+260%	+$13.7K	﹤0.01%	1740
2025 Q3	$5.34K	Sell	30 -339	-92%	-$59.7K	﹤0.01%	2127
2025 Q2	$64.4K	Buy	369 +19	+5%	+$3.25K	﹤0.01%	1441
2025 Q1	$60.9K	Sell	350 -6	-2%	-$1.02K	﹤0.01%	1384
2024 Q4	$58.8K	Sell	356 -10	-3%	-$1.71K	﹤0.01%	1254
2024 Q3	$61.9K	Buy	366 +336	+1,120%	+$54.4K	﹤0.01%	1124
2024 Q2	$4.58K	Hold	30	–	–	﹤0.01%	1740
2024 Q1	$4.67K	Hold	30	–	–	﹤0.01%	1721
2023 Q4	$4.35K	Sell	30 -614	-95%	-$84.8K	﹤0.01%	1757
2023 Q3	$86K	Sell	644 -18,629	-97%	-$2.6M	﹤0.01%	913
2023 Q2	$2.71M	Sell	19,273 -1,258	-6%	-$173K	0.14%	173
2023 Q1	$2.81M	Buy	20,531 +20,501	+68,337%	+$2.79M	0.17%	152
2022 Q4	$4.07K	Hold	30	–	–	﹤0.01%	1750
2022 Q3	$3K	Hold	30	–	–	﹤0.01%	1791
2022 Q2	$3K	Hold	30	–	–	﹤0.01%	2317
2022 Q1	$4K	Sell	30 -5,490	-99%	-$769K	﹤0.01%	2409
2021 Q4	$833K	Buy	5,520 +5,480	+13,700%	+$785K	0.03%	448
2021 Q3	$5K	Hold	40	–	–	﹤0.01%	2452
2021 Q2	$5K	Sell	40 -925	-96%	-$122K	﹤0.01%	2450
2021 Q1	$128K	Hold	965	–	–	﹤0.01%	1186
2020 Q4	$5K	Buy	965 +865	+865%	+$99.3K	﹤0.01%	2479
2020 Q3	$10K	Hold	100	–	–	﹤0.01%	1947
2020 Q2	$9K	Hold	100	–	–	﹤0.01%	1952
2020 Q1	$9K	Buy	100 +4	+4%	+$437	﹤0.01%	1856
2019 Q4	$10K	Hold	96	–	–	﹤0.01%	1975
2019 Q3	$10K	Hold	96	–	–	﹤0.01%	1893
2019 Q2	$10K	Buy	96 +60	+167%	+$6.25K	﹤0.01%	1910
2019 Q1	$3K	Hold	36	–	–	﹤0.01%	2162
2018 Q4	$3K	Hold	36	–	–	﹤0.01%	2118
2018 Q3	$3K	Buy	+36	New	+$3.43K	﹤0.01%	2191
2018 Q1	–	Sell	-458	Closed	-$41K	–	2210
2017 Q4	$41K	Buy	+458	New	+$41.7K	﹤0.01%	1089

Other funds holding LGLV

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

Geneos Wealth Management held its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) position steady in Q2 2026 at 108 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1811.

Geneos Wealth Management first reported a position in LGLV in Q4 2017 and has held it in 33 quarters since. The position peaked at $2.81M in Q1 2023. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Geneos Wealth Management held 108 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $19.6K as of Q2 2026.
Geneos Wealth Management left its State Street SPDR US Large Cap Low Volatility Index ETF share count unchanged in Q2 2026.
State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1811 holding.
Geneos Wealth Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2017 and has held it in 33 quarters since.
Geneos Wealth Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $2.81M in Q1 2023.
185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

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