Geneos Wealth Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Geneos Wealth Management’s Portfolio TLH Stock Details TLH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.37M	Buy	33,491 +1,876	+6%	+$192K	0.08%	271
2025 Q4	$3.21M	Buy	31,615 +92	+0.3%	+$9.49K	0.08%	274
2025 Q3	$3.25M	Buy	31,523 +929	+3%	+$94K	0.08%	269
2025 Q2	$3.11M	Sell	30,594 -19,116	-38%	-$1.92M	0.08%	293
2025 Q1	$5.16M	Buy	49,710 +32,125	+183%	+$3.26M	0.07%	302
2024 Q4	$1.75M	Buy	17,585 +7	+0%	+$724	0.06%	311
2024 Q3	$1.92M	Sell	17,578 -350	-2%	-$37.5K	0.07%	291
2024 Q2	$1.84M	Sell	17,928 -365	-2%	-$37.2K	0.08%	262
2024 Q1	$1.92M	Sell	18,293 -5,437	-23%	-$569K	0.09%	262
2023 Q4	$2.57M	Sell	23,730 -13,354	-36%	-$1.34M	0.13%	191
2023 Q3	$3.65M	Buy	37,084 +1,504	+4%	+$158K	0.19%	139
2023 Q2	$3.94M	Buy	35,580 +10,255	+40%	+$1.15M	0.21%	133
2023 Q1	$2.9M	Buy	25,325 +25,272	+47,683%	+$2.84M	0.18%	146
2022 Q4	$5.73K	Hold	53	–	–	﹤0.01%	1678
2022 Q3	$5K	Buy	+53	New	+$6.27K	﹤0.01%	1705
2021 Q4	–	Sell	-173	Closed	-$25K	–	2877
2021 Q3	$25K	Hold	173	–	–	﹤0.01%	1809
2021 Q2	$25K	Hold	173	–	–	﹤0.01%	1805
2021 Q1	$24K	Hold	173	–	–	﹤0.01%	1985
2020 Q4	$24K	Buy	+173	New	+$28K	﹤0.01%	1806
2017 Q3	–	Sell	-10	Closed	-$1K	–	2147
2017 Q2	$1K	Hold	10	–	–	﹤0.01%	2031
2017 Q1	$1K	Hold	10	–	–	﹤0.01%	2022
2016 Q4	$1K	Hold	10	–	–	﹤0.01%	1998
2016 Q3	$1K	Buy	+10	New	+$1.46K	﹤0.01%	1924
2016 Q2	–	Sell	-100	Closed	-$14K	–	1851
2016 Q1	$14K	Buy	+100	New	+$13.9K	﹤0.01%	1208

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Geneos Wealth Management increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 5.9% in Q1 2026, buying an estimated $192K and bringing the position to 33,491 shares worth $3.37M. The position accounts for 0.08% of the portfolio, ranked #271.

Geneos Wealth Management first reported a position in TLH in Q1 2016 and has held it in 24 quarters since. The position peaked at $5.16M in Q1 2025. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

Geneos Wealth Management held 33,491 shares of iShares 10-20 Year Treasury Bond ETF worth $3.37M as of Q1 2026.
Geneos Wealth Management bought 1,876 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $192K.
iShares 10-20 Year Treasury Bond ETF made up 0.08% of Geneos Wealth Management's portfolio in Q1 2026, its #271 holding.
Geneos Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2016 and has held it in 24 quarters since.
Geneos Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $5.16M in Q1 2025.
632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

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