Geneos Wealth Management
TCHP icon

Geneos Wealth Management’s T. Rowe Price Blue Chip Growth ETF TCHP Stock Holding History

Geneos Wealth Management’s Portfolio TCHP Stock Details TCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$86.3K Hold
1,678
– – ﹤0.01% 1441
2026
Q2 		$84.1K Buy
1,678
+780
+87% +$38.9K ﹤0.01% 1276
2026
Q1 		$39.7K Hold
898
– – ﹤0.01% 1518
2025
Q4 		$44.8K Hold
898
– – ﹤0.01% 1438
2025
Q3 		$43.9K Hold
898
– – ﹤0.01% 1432
2025
Q2 		$40.7K Buy
898
+204
+29% +$8.29K ﹤0.01% 1691
2025
Q1 		$26.4K Hold
694
– – ﹤0.01% 1805
2024
Q4 		$29.2K Sell
694
-385
-36% -$16K ﹤0.01% 1552
2024
Q3 		$42.8K Hold
1,079
– – ﹤0.01% 1255
2024
Q2 		$41.8K Buy
1,079
+43
+4% +$1.55K ﹤0.01% 1128
2024
Q1 		$36.6K Buy
1,036
+571
+123% +$19.1K ﹤0.01% 1177
2023
Q4 		$14.4K Hold
465
– – ﹤0.01% 1452
2023
Q3 		$12.6K Hold
465
– – ﹤0.01% 1501
2023
Q2 		$13K Sell
465
-400
-46% -$10.2K ﹤0.01% 1500
2023
Q1 		$20.7K Sell
865
-225
-21% -$5.04K ﹤0.01% 1336
2022
Q4 		$22.5K Hold
1,090
– – ﹤0.01% 1302
2022
Q3 		$22K Sell
1,090
-112
-9% -$2.65K ﹤0.01% 1299
2022
Q2 		$26K Hold
1,202
– – ﹤0.01% 1573
2022
Q1 		$35K Sell
1,202
-20
-2% -$577 ﹤0.01% 1532
2021
Q4 		$40K Buy
1,222
+210
+21% +$6.99K ﹤0.01% 1579
2021
Q3 		$32K Hold
1,012
– – ﹤0.01% 1702
2021
Q2 		$32K Sell
1,012
-280
-22% -$8.4K ﹤0.01% 1689
2021
Q1 		$39K Hold
1,292
– – ﹤0.01% 1760
2020
Q4 		$28K Buy
+1,292
New +$34.9K ﹤0.01% 1734

Other funds holding TCHP

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Advisor OS
Advisor OS Chicago, Illinois $1.52B AUM 15.68% 1-Year Est. Return
MJP Associates
MJP Associates Farmington, Connecticut $948M AUM 15.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Trust Company of Kansas
Trust Company of Kansas Wichita, Kansas $190M AUM 24.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Geneos Wealth Management's TCHP Position: Q3 2026 in Review

Geneos Wealth Management held its T. Rowe Price Blue Chip Growth ETF (TCHP) position steady in Q3 2026 at 1,678 shares worth $86.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1441.

Geneos Wealth Management first reported a position in TCHP in Q4 2020 and has held it in 24 quarters since. 174 funds tracked by Wall St. Rank hold TCHP as of Q3 2026.

  • Geneos Wealth Management held 1,678 shares of T. Rowe Price Blue Chip Growth ETF worth $86.3K as of Q3 2026.
  • Geneos Wealth Management left its T. Rowe Price Blue Chip Growth ETF share count unchanged in Q3 2026.
  • T. Rowe Price Blue Chip Growth ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1441 holding.
  • Geneos Wealth Management first reported a position in T. Rowe Price Blue Chip Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • 174 funds tracked by Wall St. Rank held T. Rowe Price Blue Chip Growth ETF as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.