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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
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 Sell
898
-490
-35% -$19.9K ﹤0.01% 1691
2025
Q1 		$52.9K Buy
1,388
+694
+100% +$28.9K ﹤0.01% 1898
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 $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return

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

Geneos Wealth Management held its T. Rowe Price Blue Chip Growth ETF (TCHP) position steady in Q1 2026 at 898 shares worth $39.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1518.

Geneos Wealth Management first reported a position in TCHP in Q4 2020 and has held it in 22 quarters since. The position peaked at $52.9K in Q1 2025. 176 funds tracked by Wall St. Rank hold TCHP as of Q1 2026.

  • Geneos Wealth Management held 898 shares of T. Rowe Price Blue Chip Growth ETF worth $39.7K as of Q1 2026.
  • Geneos Wealth Management left its T. Rowe Price Blue Chip Growth ETF share count unchanged in Q1 2026.
  • T. Rowe Price Blue Chip Growth ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1518 holding.
  • Geneos Wealth Management first reported a position in T. Rowe Price Blue Chip Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Geneos Wealth Management's T. Rowe Price Blue Chip Growth ETF position peaked at $52.9K in Q1 2025.
  • 176 funds tracked by Wall St. Rank held T. Rowe Price Blue Chip Growth ETF as of Q1 2026.

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