Geneos Wealth Management
TIPX icon

Geneos Wealth Management’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Geneos Wealth Management’s Portfolio TIPX Stock Details TIPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$103K Buy
5,656
+313
+6% +$5.82K ﹤0.01% 1358
2026
Q2 		$101K Buy
5,343
+3,514
+192% +$67.2K ﹤0.01% 1208
2026
Q1 		$35.1K Buy
+1,829
New +$35.1K ﹤0.01% 1564
2023
Q4 		– Sell
-125
Closed -$2.26K – 2169
2023
Q3 		$2.26K Sell
125
-320
-72% -$5.85K ﹤0.01% 1919
2023
Q2 		$8.22K Hold
445
– – ﹤0.01% 1626
2023
Q1 		$8.47K Buy
445
+200
+82% +$3.73K ﹤0.01% 1594
2022
Q4 		$4.52K Sell
245
-5,100
-95% -$94.2K ﹤0.01% 1731
2022
Q3 		$97K Sell
5,345
-755
-12% -$14.6K 0.01% 813
2022
Q2 		$119K Hold
6,100
– – 0.01% 948
2022
Q1 		$126K Hold
6,100
– – 0.01% 995
2021
Q4 		$128K Hold
6,100
– – ﹤0.01% 1072
2021
Q3 		$128K Hold
6,100
– – ﹤0.01% 1059
2021
Q2 		$128K Hold
6,100
– – 0.01% 1059
2021
Q1 		$128K Hold
6,100
– – ﹤0.01% 1187
2020
Q4 		$127K Buy
6,100
+1,000
+20% +$20.7K 0.01% 1035
2020
Q3 		$105K Hold
5,100
– – 0.01% 924
2020
Q2 		$103K Hold
5,100
– – 0.01% 907
2020
Q1 		$100K Hold
5,100
– – 0.01% 836
2019
Q4 		$99K Buy
+5,100
New +$100K 0.01% 957

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Security National Bank
Security National Bank Omaha, Nebraska $865M AUM 30.55% 1-Year Est. Return
Treasure Coast Financial Planning
Treasure Coast Financial Planning Vero Beach, Florida $210M AUM 8.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Seneca Financial Advisors
Seneca Financial Advisors Rochester, New York $377M AUM 10.45% 1-Year Est. Return
Aspire Private Capital
Aspire Private Capital Cornelius, North Carolina $482M AUM 10.82% 1-Year Est. Return
Roble Belko & Company
Roble Belko & Company Sewickley, Pennsylvania $961M AUM 12.23% 1-Year Est. Return
Pinnacle Wealth Planning Services
Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

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

Geneos Wealth Management increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 5.9% in Q3 2026, buying an estimated $5.82K and bringing the position to 5,656 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #1358.

Geneos Wealth Management first reported a position in TIPX in Q4 2019 and has held it in 19 quarters since. The position peaked at $128K in Q4 2021. 112 funds tracked by Wall St. Rank hold TIPX as of Q3 2026.

  • Geneos Wealth Management held 5,656 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $103K as of Q3 2026.
  • Geneos Wealth Management bought 313 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2026, an estimated $5.82K.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1358 holding.
  • Geneos Wealth Management first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2019 and has held it in 19 quarters since.
  • Geneos Wealth Management's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $128K in Q4 2021.
  • 112 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2026.

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