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Geneos Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Geneos Wealth Management’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.01M Buy
18,180
+17,146
+1,658% +$1.9M 0.05% 353
2025
Q4 		$114K Sell
1,034
-59
-5% -$6.54K ﹤0.01% 1110
2025
Q3 		$122K Buy
1,093
+1
+0.1% +$110 ﹤0.01% 1061
2025
Q2 		$120K Sell
1,092
-1,286
-54% -$140K ﹤0.01% 1177
2025
Q1 		$264K Buy
2,378
+1,384
+139% +$150K ﹤0.01% 1120
2024
Q4 		$106K Sell
994
-28
-3% -$3.03K ﹤0.01% 1049
2024
Q3 		$113K Sell
1,022
-15
-1% -$1.63K ﹤0.01% 931
2024
Q2 		$111K Sell
1,037
-106
-9% -$11.3K ﹤0.01% 839
2024
Q1 		$123K Sell
1,143
-190
-14% -$20.3K 0.01% 806
2023
Q4 		$143K Sell
1,333
-419
-24% -$43.8K 0.01% 753
2023
Q3 		$182K Buy
1,752
+463
+36% +$49K 0.01% 710
2023
Q2 		$139K Buy
1,289
+683
+113% +$74.4K 0.01% 778
2023
Q1 		$66.8K Sell
606
-3,663
-86% -$396K ﹤0.01% 978
2022
Q4 		$454K Sell
4,269
-693
-14% -$74K 0.03% 443
2022
Q3 		$520K Sell
4,962
-1,837
-27% -$208K 0.04% 385
2022
Q2 		$783K Buy
6,799
+2,236
+49% +$265K 0.04% 391
2022
Q1 		$568K Sell
4,563
-6,929
-60% -$872K 0.02% 500
2021
Q4 		$1.48M Buy
11,492
+335
+3% +$43.2K 0.06% 305
2021
Q3 		$1.43M Buy
11,157
+1,225
+12% +$158K 0.05% 306
2021
Q2 		$1.27M Sell
9,932
-7,504
-43% -$953K 0.05% 305
2021
Q1 		$2.21M Sell
17,436
-1,242
-7% -$157K 0.06% 276
2020
Q4 		$1.29M Buy
18,678
+6,222
+50% +$785K 0.05% 295
2020
Q3 		$1.57M Buy
12,456
+1,617
+15% +$203K 0.08% 233
2020
Q2 		$1.33M Buy
10,839
+5,405
+99% +$657K 0.07% 243
2020
Q1 		$653K Sell
5,434
-20,660
-79% -$2.43M 0.04% 328
2019
Q4 		$3.04M Buy
26,094
+20,504
+367% +$2.38M 0.16% 156
2019
Q3 		$649K Sell
5,590
-205
-4% -$23.8K 0.04% 357
2019
Q2 		$669K Sell
5,795
-60,301
-91% -$6.86M 0.04% 347
2019
Q1 		$7.47M Buy
66,096
+59,306
+873% +$6.58M 0.49% 38
2018
Q4 		$743K Sell
6,790
-652
-9% -$71.2K 0.06% 302
2018
Q3 		$823K Buy
7,442
+2,426
+48% +$271K 0.05% 299
2018
Q2 		$566K Sell
5,016
-1,343
-21% -$151K 0.04% 306
2018
Q1 		$718K Sell
6,359
-64,666
-91% -$7.28M 0.06% 254
2017
Q4 		$8.1M Buy
71,025
+66,224
+1,379% +$7.53M 0.72% 24
2017
Q3 		$545K Sell
4,801
-75,513
-94% -$8.6M 0.05% 290
2017
Q2 		$9.11M Buy
80,314
+16,104
+25% +$1.84M 0.93% 11
2017
Q1 		$7.36M Buy
64,210
+51,403
+401% +$5.86M 0.77% 24
2016
Q4 		$1.45M Buy
12,807
+8,002
+167% +$914K 0.19% 119
2016
Q3 		$644K Buy
4,805
+727
+18% +$84.4K 0.09% 212
2016
Q2 		$477K Sell
4,078
-11,453
-74% -$1.32M 0.07% 249
2016
Q1 		$1.78M Buy
+15,531
New +$1.74M 0.27% 92

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Geneos Wealth Management increased its iShares TIPS Bond ETF (TIP) stake by 1,658% in Q1 2026, buying an estimated $1.9M and bringing the position to 18,180 shares worth $2.01M. The position accounts for 0.05% of the portfolio, ranked #353.

Geneos Wealth Management first reported a position in TIP in Q1 2016 and has held it in 41 quarters since. The position peaked at $9.11M in Q2 2017. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Geneos Wealth Management held 18,180 shares of iShares TIPS Bond ETF worth $2.01M as of Q1 2026.
  • Geneos Wealth Management bought 17,146 iShares TIPS Bond ETF shares in Q1 2026, an estimated $1.9M.
  • iShares TIPS Bond ETF made up 0.05% of Geneos Wealth Management's portfolio in Q1 2026, its #353 holding.
  • Geneos Wealth Management first reported a position in iShares TIPS Bond ETF in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's iShares TIPS Bond ETF position peaked at $9.11M in Q2 2017.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

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