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Geneos Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Geneos Wealth Management’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$613K Buy
5,998
+833
+16% +$85.9K 0.01% 671
2026
Q1 		$534K Buy
5,165
+388
+8% +$39.9K 0.01% 681
2025
Q4 		$489K Buy
4,777
+243
+5% +$25K 0.01% 671
2025
Q3 		$469K Buy
4,534
+228
+5% +$23.5K 0.01% 667
2025
Q2 		$443K Sell
4,306
-662
-13% -$67.9K 0.01% 748
2025
Q1 		$514K Buy
4,968
+2,451
+97% +$250K 0.02% 610
2024
Q4 		$253K Sell
2,517
-1,579
-39% -$159K 0.01% 764
2024
Q3 		$415K Buy
4,096
+1,579
+63% +$158K 0.02% 603
2024
Q2 		$250K Buy
2,517
+174
+7% +$17.3K 0.01% 653
2024
Q1 		$233K Sell
2,343
-5,234
-69% -$517K 0.01% 660
2023
Q4 		$747K Sell
7,577
-4,643
-38% -$452K 0.04% 384
2023
Q3 		$1.18M Sell
12,220
-2,613
-18% -$254K 0.06% 290
2023
Q2 		$1.45M Buy
14,833
+1,898
+15% +$187K 0.08% 259
2023
Q1 		$1.28M Buy
12,935
+369
+3% +$36.1K 0.08% 259
2022
Q4 		$1.22M Buy
12,566
+3,714
+42% +$361K 0.07% 245
2022
Q3 		$850K Buy
8,852
+2,772
+46% +$278K 0.06% 280
2022
Q2 		$618K Buy
6,080
+2,199
+57% +$227K 0.03% 443
2022
Q1 		$407K Sell
3,881
-598
-13% -$63K 0.02% 589
2021
Q4 		$474K Buy
4,479
+239
+6% +$25.3K 0.02% 591
2021
Q3 		$447K Buy
4,240
+1,344
+46% +$143K 0.02% 600
2021
Q2 		$310K Buy
2,896
+481
+20% +$51.1K 0.01% 682
2021
Q1 		$256K Buy
2,415
+2,164
+862% +$228K 0.01% 868
2020
Q4 		$26K Hold
251
– – ﹤0.01% 1762
2020
Q3 		$26K Hold
251
– – ﹤0.01% 1536
2020
Q2 		$25K Sell
251
-248
-50% -$25.2K ﹤0.01% 1525
2020
Q1 		$49K Sell
499
-4,980
-91% -$501K ﹤0.01% 1121
2019
Q4 		$551K Buy
5,479
+5,218
+1,999% +$523K 0.03% 415
2019
Q3 		$26K Buy
261
+7
+3% +$701 ﹤0.01% 1493
2019
Q2 		$25K Sell
254
-66,979
-100% -$6.7M ﹤0.01% 1534
2019
Q1 		$6.7M Buy
67,233
+66,460
+8,598% +$6.57M 0.44% 48
2018
Q4 		$75K Buy
773
+123
+19% +$12.1K 0.01% 931
2018
Q3 		$64K Hold
650
– – ﹤0.01% 1058
2018
Q2 		$64K Buy
650
+400
+160% +$39.8K 0.01% 942
2018
Q1 		$25K Buy
+250
New +$24.9K ﹤0.01% 1308
2017
Q4 		– Sell
-744
Closed -$74K – 2213
2017
Q3 		$74K Buy
744
+248
+50% +$24.9K 0.01% 807
2017
Q2 		$49K Buy
496
+248
+100% +$25K 0.01% 925
2017
Q1 		$25K Buy
+248
New +$25.1K ﹤0.01% 1164

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

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

Geneos Wealth Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 16% in Q2 2026, buying an estimated $85.9K and bringing the position to 5,998 shares worth $613K. The position accounts for 0.01% of the portfolio, ranked #671.

Geneos Wealth Management first reported a position in STIP in Q1 2017 and has held it in 37 quarters since. The position peaked at $6.7M in Q1 2019. 825 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Geneos Wealth Management held 5,998 shares of iShares 0-5 Year TIPS Bond ETF worth $613K as of Q2 2026.
  • Geneos Wealth Management bought 833 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $85.9K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #671 holding.
  • Geneos Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2017 and has held it in 37 quarters since.
  • Geneos Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $6.7M in Q1 2019.
  • 825 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

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