Geneos Wealth Management’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.1K	Hold	25	–	–	﹤0.01%	2314
2025 Q4	$2.11K	Hold	25	–	–	﹤0.01%	2308
2025 Q3	$2.08K	Hold	25	–	–	﹤0.01%	2315
2025 Q2	$1.9K	Sell	25 -25	-50%	-$1.84K	﹤0.01%	2825
2025 Q1	$3.62K	Buy	50 +25	+100%	+$1.83K	﹤0.01%	2838
2024 Q4	$1.79K	Hold	25	–	–	﹤0.01%	2641
2024 Q3	$2.12K	Hold	25	–	–	﹤0.01%	2286
2024 Q2	$1.88K	Hold	25	–	–	﹤0.01%	1898
2024 Q1	$1.97K	Sell	25 -215	-90%	-$16.7K	﹤0.01%	1903
2023 Q4	$19.5K	Sell	240 -152	-39%	-$11.5K	﹤0.01%	1366
2023 Q3	$29.2K	Hold	392	–	–	﹤0.01%	1249
2023 Q2	$31K	Hold	392	–	–	﹤0.01%	1237
2023 Q1	$31K	Buy	392 +367	+1,468%	+$29.3K	﹤0.01%	1212
2022 Q4	$1.97K	Hold	25	–	–	﹤0.01%	1882
2022 Q3	$1K	Buy	+25	New	+$1.98K	﹤0.01%	1965

Other funds holding SDG

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

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

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

Geneos Wealth Management held its iShares MSCI Global Sustainable Development Goals ETF (SDG) position steady in Q1 2026 at 25 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2314.

Geneos Wealth Management first reported a position in SDG in Q3 2022 and has held it in 15 quarters since. The position peaked at $31K in Q1 2023. 102 funds tracked by Wall St. Rank hold SDG as of Q1 2026.

Geneos Wealth Management held 25 shares of iShares MSCI Global Sustainable Development Goals ETF worth $2.1K as of Q1 2026.
Geneos Wealth Management left its iShares MSCI Global Sustainable Development Goals ETF share count unchanged in Q1 2026.
iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2314 holding.
Geneos Wealth Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2022 and has held it in 15 quarters since.
Geneos Wealth Management's iShares MSCI Global Sustainable Development Goals ETF position peaked at $31K in Q1 2023.
102 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2026.

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