Geneos Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $87.5K | Sell |
1,722
-571
| -25% | -$29.2K | ﹤0.01% | 1211 |
|
|
2025
Q4 | $117K | Buy |
2,293
+231
| +11% | +$11.8K | ﹤0.01% | 1102 |
|
|
2025
Q3 | $106K | Sell |
2,062
-784
| -28% | -$40K | ﹤0.01% | 1104 |
|
|
2025
Q2 | $145K | Sell |
2,846
-3,616
| -56% | -$184K | ﹤0.01% | 1109 |
|
|
2025
Q1 | $329K | Buy |
6,462
+6,103
| +1,700% | +$309K | ﹤0.01% | 1052 |
|
|
2024
Q4 | $18.1K | Hold |
359
| – | – | ﹤0.01% | 1771 |
|
|
2024
Q3 | $18.4K | Hold |
359
| – | – | ﹤0.01% | 1589 |
|
|
2024
Q2 | $18.1K | Sell |
359
-3,926
| -92% | -$197K | ﹤0.01% | 1381 |
|
|
2024
Q1 | $216K | Sell |
4,285
-2,608
| -38% | -$132K | 0.01% | 684 |
|
|
2023
Q4 | $348K | Buy |
6,893
+3,065
| +80% | +$153K | 0.02% | 548 |
|
|
2023
Q3 | $191K | Buy |
3,828
+3,469
| +966% | +$173K | 0.01% | 690 |
|
|
2023
Q2 | $17.8K | Hold |
359
| – | – | ﹤0.01% | 1418 |
|
|
2023
Q1 | $17.8K | Hold |
359
| – | – | ﹤0.01% | 1382 |
|
|
2022
Q4 | $17.7K | Hold |
359
| – | – | ﹤0.01% | 1363 |
|
|
2022
Q3 | $17K | Sell |
359
-22,748
| -98% | -$1.12M | ﹤0.01% | 1377 |
|
|
2022
Q2 | $1.14M | Buy |
23,107
+20,920
| +957% | +$1.03M | 0.06% | 293 |
|
|
2022
Q1 | $108K | Hold |
2,187
| – | – | ﹤0.01% | 1060 |
|
|
2021
Q4 | $109K | Sell |
2,187
-3,754
| -63% | -$188K | ﹤0.01% | 1131 |
|
|
2021
Q3 | $297K | Sell |
5,941
-543,784
| -99% | -$27.3M | 0.01% | 718 |
|
|
2021
Q2 | $27.6M | Buy |
549,725
+5,253
| +1% | +$264K | 1.07% | 15 |
|
|
2021
Q1 | $27.3M | Sell |
544,472
-13,695
| -2% | -$688K | 0.76% | 27 |
|
|
2020
Q4 | $28M | Buy |
558,167
+114,404
| +26% | +$5.74M | 1.12% | 12 |
|
|
2020
Q3 | $22.2M | Sell |
443,763
-3,583
| -0.8% | -$179K | 1.15% | 11 |
|
|
2020
Q2 | $22.4M | Sell |
447,346
-45,358
| -9% | -$2.24M | 1.24% | 10 |
|
|
2020
Q1 | $23.7M | Sell |
492,704
-105,005
| -18% | -$5.23M | 1.6% | 7 |
|
|
2019
Q4 | $30M | Sell |
597,709
-66,683
| -10% | -$3.35M | 1.6% | 6 |
|
|
2019
Q3 | $33.4M | Buy |
664,392
+61,785
| +10% | +$3.11M | 2% | 5 |
|
|
2019
Q2 | $30.3M | Buy |
602,607
+333,215
| +124% | +$16.7M | 1.88% | 5 |
|
|
2019
Q1 | $13.5M | Buy |
269,392
+32,729
| +14% | +$1.64M | 0.89% | 13 |
|
|
2018
Q4 | $11.8M | Buy |
236,663
+144,441
| +157% | +$7.22M | 0.87% | 14 |
|
|
2018
Q3 | $4.93M | Buy |
92,222
+56,664
| +159% | +$2.84M | 0.33% | 80 |
|
|
2018
Q2 | $1.78M | Buy |
35,558
+35,517
| +86,627% | +$1.78M | 0.14% | 153 |
|
|
2018
Q1 | $2K | Hold |
41
| – | – | ﹤0.01% | 2049 |
|
|
2017
Q4 | $2K | Hold |
41
| – | – | ﹤0.01% | 2037 |
|
|
2017
Q3 | $2K | Buy |
+41
| New | +$2.06K | ﹤0.01% | 1988 |
|
Other funds holding NEAR
CCA
BI
Geneos Wealth Management's NEAR Position: Q1 2026 in Review
Geneos Wealth Management reduced its iShares Short Maturity Bond ETF (NEAR) stake by 25% in Q1 2026, selling an estimated $29.2K and leaving 1,722 shares worth $87.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1211.
Geneos Wealth Management first reported a position in NEAR in Q3 2017 and has held it in 35 quarters since. The position peaked at $33.4M in Q3 2019. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.
- Geneos Wealth Management held 1,722 shares of iShares Short Maturity Bond ETF worth $87.5K as of Q1 2026.
- Geneos Wealth Management sold 571 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $29.2K.
- iShares Short Maturity Bond ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1211 holding.
- Geneos Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q3 2017 and has held it in 35 quarters since.
- Geneos Wealth Management's iShares Short Maturity Bond ETF position peaked at $33.4M in Q3 2019.
- 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.