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Geneos Wealth Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Geneos Wealth Management’s Portfolio SPIP Stock Details SPIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$989K Buy
38,516
+1,580
+4% +$41K 0.02% 546
2026
Q1 		$961K Sell
36,936
-850
-2% -$22.2K 0.02% 520
2025
Q4 		$981K Sell
37,786
-9,749
-21% -$256K 0.02% 508
2025
Q3 		$1.25M Sell
47,535
-2,304
-5% -$60.2K 0.03% 439
2025
Q2 		$1.3M Sell
49,839
-5,296
-10% -$137K 0.03% 463
2025
Q1 		$1.45M Sell
55,135
-8,004
-13% -$207K 0.05% 369
2024
Q4 		$1.6M Buy
63,139
+1,254
+2% +$32.3K 0.06% 331
2024
Q3 		$1.63M Sell
61,885
-117
-0.2% -$3.02K 0.06% 315
2024
Q2 		$1.58M Sell
62,002
-434
-0.7% -$11K 0.07% 283
2024
Q1 		$1.6M Sell
62,436
-896
-1% -$22.9K 0.07% 283
2023
Q4 		$1.62M Sell
63,332
-13,812
-18% -$346K 0.08% 257
2023
Q3 		$1.92M Sell
77,144
-1,173
-1% -$29.7K 0.1% 218
2023
Q2 		$2.02M Buy
78,317
+6,115
+8% +$160K 0.11% 215
2023
Q1 		$1.93M Buy
72,202
+4,695
+7% +$123K 0.12% 203
2022
Q4 		$1.74M Buy
67,507
+4,099
+6% +$106K 0.11% 199
2022
Q3 		$1.61M Buy
63,408
+8,635
+16% +$236K 0.11% 189
2022
Q2 		$1.52M Buy
54,773
+11,276
+26% +$324K 0.08% 242
2022
Q1 		$1.32M Buy
43,497
+11,764
+37% +$360K 0.06% 285
2021
Q4 		$999K Buy
31,733
+11,766
+59% +$370K 0.04% 394
2021
Q3 		$620K Buy
19,967
+3,595
+22% +$113K 0.02% 516
2021
Q2 		$509K Sell
16,372
-11,483
-41% -$355K 0.02% 556
2021
Q1 		$860K Buy
27,855
+570
+2% +$17.6K 0.02% 466
2020
Q4 		$345K Buy
27,285
+22,610
+484% +$695K 0.01% 643
2020
Q3 		$144K Buy
4,675
+1,760
+60% +$54.1K 0.01% 799
2020
Q2 		$87K Buy
2,915
+1,470
+102% +$43.8K ﹤0.01% 980
2020
Q1 		$42K Buy
1,445
+720
+99% +$20.8K ﹤0.01% 1197
2019
Q4 		$20K Buy
+725
New +$20.7K ﹤0.01% 1695

Other funds holding SPIP

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return

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

Geneos Wealth Management increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 4.3% in Q2 2026, buying an estimated $41K and bringing the position to 38,516 shares worth $989K. The position accounts for 0.02% of the portfolio, ranked #546.

Geneos Wealth Management first reported a position in SPIP in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.02M in Q2 2023. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

  • Geneos Wealth Management held 38,516 shares of State Street SPDR Portfolio TIPS ETF worth $989K as of Q2 2026.
  • Geneos Wealth Management bought 1,580 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $41K.
  • State Street SPDR Portfolio TIPS ETF made up 0.02% of Geneos Wealth Management's portfolio in Q2 2026, its #546 holding.
  • Geneos Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2019 and has held it in 27 quarters since.
  • Geneos Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $2.02M in Q2 2023.
  • 201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

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