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 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	$8.21K	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	+$99.8K	0.01%	957

Other funds holding TIPX

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Geneos Wealth Management's TIPX Position: Q2 2026 in Review

Geneos Wealth Management increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 192% in Q2 2026, buying an estimated $67.2K and bringing the position to 5,343 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

Geneos Wealth Management first reported a position in TIPX in Q4 2019 and has held it in 18 quarters since. The position peaked at $128K in Q4 2021. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Geneos Wealth Management held 5,343 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $101K as of Q2 2026.
Geneos Wealth Management bought 3,514 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $67.2K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1208 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 18 quarters since.
Geneos Wealth Management's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $128K in Q4 2021.
151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.