Geneos Wealth Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$23.8K	Hold	1,027	–	–	﹤0.01%	1709
2025 Q4	$24K	Hold	1,027	–	–	﹤0.01%	1668
2025 Q3	$24.2K	Hold	1,027	–	–	﹤0.01%	1655
2025 Q2	$23.9K	Buy	+1,027	New	+$23.4K	﹤0.01%	1948
2022 Q1	–	Sell	-2,058	Closed	-$56K	–	2973
2021 Q4	$56K	Hold	2,058	–	–	﹤0.01%	1432
2021 Q3	$56K	Sell	2,058 -363	-15%	-$10.1K	﹤0.01%	1430
2021 Q2	$67K	Sell	2,421 -28,097	-92%	-$767K	﹤0.01%	1344
2021 Q1	$829K	Sell	30,518 -11,030	-27%	-$303K	0.02%	482
2020 Q4	$65K	Buy	41,548 +40,220	+3,029%	+$1.13M	﹤0.01%	1329
2020 Q3	$36K	Hold	1,328	–	–	﹤0.01%	1386
2020 Q2	$36K	Buy	1,328 +500	+60%	+$13.4K	﹤0.01%	1367
2020 Q1	$21K	Hold	828	–	–	﹤0.01%	1497
2019 Q4	$21K	Hold	828	–	–	﹤0.01%	1669
2019 Q3	$21K	Hold	828	–	–	﹤0.01%	1587
2019 Q2	$21K	Hold	828	–	–	﹤0.01%	1613
2019 Q1	$20K	Hold	828	–	–	﹤0.01%	1580
2018 Q4	$19K	Hold	828	–	–	﹤0.01%	1529
2018 Q3	$20K	Buy	+828	New	+$20.1K	﹤0.01%	1575

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Geneos Wealth Management held its iShares ESG Aware USD Corporate Bond ETF (SUSC) position steady in Q1 2026 at 1,027 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1709.

Geneos Wealth Management first reported a position in SUSC in Q3 2018 and has held it in 18 quarters since. The position peaked at $829K in Q1 2021. 298 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

Geneos Wealth Management held 1,027 shares of iShares ESG Aware USD Corporate Bond ETF worth $23.8K as of Q1 2026.
Geneos Wealth Management left its iShares ESG Aware USD Corporate Bond ETF share count unchanged in Q1 2026.
iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1709 holding.
Geneos Wealth Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2018 and has held it in 18 quarters since.
Geneos Wealth Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $829K in Q1 2021.
298 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

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