Geneos Wealth Management’s VanEck Oil Services ETF OIH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$44.5K	Buy	+110	New	+$40.3K	﹤0.01%	1476
2025 Q2	–	Sell	-16	Closed	-$4.19K	–	3198
2025 Q1	$4.19K	Buy	+16	New	+$4.36K	﹤0.01%	2803
2021 Q3	–	Sell	-163	Closed	-$36K	–	2887
2021 Q2	$36K	Buy	+163	New	+$34.1K	﹤0.01%	1634
2020 Q4	–	Sell	-252	Closed	-$24K	–	2967
2020 Q3	$24K	Hold	252	–	–	﹤0.01%	1578
2020 Q2	$29K	Buy	+252	New	+$28.2K	﹤0.01%	1458

Other funds holding OIH

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Geneos Wealth Management opened a new position in VanEck Oil Services ETF (OIH) in Q1 2026: 110 shares worth $44.5K. The stake represents ﹤0.01% of the portfolio and ranks #1476 among its holdings. This is a return to the name: Geneos Wealth Management previously reported a position in OIH as recently as Q1 2025.

Geneos Wealth Management first reported a position in OIH in Q2 2020 and has held it in 5 quarters since. 288 funds tracked by Wall St. Rank hold OIH as of Q1 2026.

Geneos Wealth Management held 110 shares of VanEck Oil Services ETF worth $44.5K as of Q1 2026.
VanEck Oil Services ETF was a new Geneos Wealth Management position in Q1 2026.
VanEck Oil Services ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1476 holding.
Geneos Wealth Management first reported a position in VanEck Oil Services ETF in Q2 2020 and has held it in 5 quarters since.
288 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q1 2026.

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