Geneos Wealth Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.82M | Hold |
21,225
| – | – | 0.04% | 403 |
|
|
2026
Q1 | $1.45M | Hold |
21,225
| – | – | 0.03% | 416 |
|
|
2025
Q4 | $1.47M | Hold |
21,225
| – | – | 0.04% | 409 |
|
|
2025
Q3 | $1.39M | Hold |
21,225
| – | – | 0.04% | 414 |
|
|
2025
Q2 | $1.27M | Hold |
21,225
| – | – | 0.03% | 470 |
|
|
2025
Q1 | $1.09M | Buy |
21,225
+1,616
| +8% | +$92.6K | 0.04% | 438 |
|
|
2024
Q4 | $1.1M | Hold |
19,609
| – | – | 0.04% | 397 |
|
|
2024
Q3 | $1.12M | Hold |
19,609
| – | – | 0.04% | 380 |
|
|
2024
Q2 | $1.08M | Buy |
19,609
+3,110
| +19% | +$173K | 0.05% | 348 |
|
|
2024
Q1 | $968K | Hold |
16,499
| – | – | 0.04% | 357 |
|
|
2023
Q4 | $945K | Hold |
16,499
| – | – | 0.05% | 334 |
|
|
2023
Q3 | $831K | Hold |
16,499
| – | – | 0.04% | 347 |
|
|
2023
Q2 | $966K | Hold |
16,499
| – | – | 0.05% | 318 |
|
|
2023
Q1 | $903K | Hold |
16,499
| – | – | 0.05% | 311 |
|
|
2022
Q4 | $764K | Buy |
16,499
+4,126
| +33% | +$188K | 0.05% | 330 |
|
|
2022
Q3 | $511K | Sell |
12,373
-800
| -6% | -$37.8K | 0.04% | 390 |
|
|
2022
Q2 | $595K | Hold |
13,173
| – | – | 0.03% | 453 |
|
|
2022
Q1 | $767K | Sell |
13,173
-325
| -2% | -$19.8K | 0.03% | 430 |
|
|
2021
Q4 | $946K | Sell |
13,498
-265
| -2% | -$18.1K | 0.04% | 411 |
|
|
2021
Q3 | $883K | Sell |
13,763
-75
| -0.5% | -$4.98K | 0.03% | 414 |
|
|
2021
Q2 | $901K | Sell |
13,838
-4,341
| -24% | -$278K | 0.04% | 392 |
|
|
2021
Q1 | $1.18M | Hold |
18,179
| – | – | 0.03% | 385 |
|
|
2020
Q4 | $1.15M | Buy |
18,179
+587
| +3% | +$31.8K | 0.05% | 313 |
|
|
2020
Q3 | $824K | Buy |
17,592
+4,879
| +38% | +$228K | 0.04% | 326 |
|
|
2020
Q2 | $540K | Hold |
12,713
| – | – | 0.03% | 392 |
|
|
2020
Q1 | $420K | Buy |
12,713
+5,208
| +69% | +$205K | 0.03% | 407 |
|
|
2019
Q4 | $317K | Sell |
7,505
-50
| -0.7% | -$2.02K | 0.02% | 547 |
|
|
2019
Q3 | $286K | Sell |
7,555
-1,270
| -14% | -$48K | 0.02% | 543 |
|
|
2019
Q2 | $352K | Hold |
8,825
| – | – | 0.02% | 509 |
|
|
2019
Q1 | $341K | Buy |
8,825
+5,135
| +139% | +$190K | 0.02% | 499 |
|
|
2018
Q4 | $119K | Sell |
3,690
-337
| -8% | -$12.2K | 0.01% | 781 |
|
|
2018
Q3 | $168K | Buy |
4,027
+670
| +20% | +$27.6K | 0.01% | 705 |
|
|
2018
Q2 | $134K | Sell |
3,357
-230
| -6% | -$9.52K | 0.01% | 694 |
|
|
2018
Q1 | $150K | Buy |
3,587
+387
| +12% | +$16.8K | 0.01% | 619 |
|
|
2017
Q4 | $132K | Buy |
3,200
+2,750
| +611% | +$111K | 0.01% | 658 |
|
|
2017
Q3 | $17K | Buy |
450
+150
| +50% | +$5.46K | ﹤0.01% | 1390 |
|
|
2017
Q2 | $10K | Hold |
300
| – | – | ﹤0.01% | 1546 |
|
|
2017
Q1 | $9K | Buy |
+300
| New | +$9.3K | ﹤0.01% | 1529 |
|
Other funds holding ROBO
AAS
AAG
GF
Geneos Wealth Management's ROBO Position: Q2 2026 in Review
Geneos Wealth Management held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q2 2026 at 21,225 shares worth $1.82M. The position accounts for 0.04% of the portfolio, ranked #403.
Geneos Wealth Management first reported a position in ROBO in Q1 2017 and has held it in 38 quarters since. 321 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.
- Geneos Wealth Management held 21,225 shares of ROBO Global Robotics & Automation Index ETF worth $1.82M as of Q2 2026.
- Geneos Wealth Management left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q2 2026.
- ROBO Global Robotics & Automation Index ETF made up 0.04% of Geneos Wealth Management's portfolio in Q2 2026, its #403 holding.
- Geneos Wealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2017 and has held it in 38 quarters since.
- 321 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.