GWM
TOPT

Geneos Wealth Management’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Geneos Wealth Management’s Portfolio TOPT Stock Details TOPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$711K Buy
21,604
+10,218
+90% +$332K 0.01% 627
2026
Q1 		$326K Sell
11,386
-74,712
-87% -$2.25M 0.01% 811
2025
Q4 		$2.69M Buy
86,098
+69,555
+420% +$2.16M 0.07% 309
2025
Q3 		$504K Buy
+16,543
New +$476K 0.01% 647

Other funds holding TOPT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
GAG
Goodman Advisory Group Needham, Massachusetts $435M AUM 30.84% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CI
Ceera Investments Bellaire, Texas $236M AUM 1.22% 1-Year Est. Return

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

Geneos Wealth Management increased its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 90% in Q2 2026, buying an estimated $332K and bringing the position to 21,604 shares worth $711K. The position accounts for 0.01% of the portfolio, ranked #627.

Geneos Wealth Management first reported a position in TOPT in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.69M in Q4 2025. 105 funds tracked by Wall St. Rank hold TOPT as of Q2 2026.

  • Geneos Wealth Management held 21,604 shares of iShares Top 20 U.S. Stocks ETF worth $711K as of Q2 2026.
  • Geneos Wealth Management bought 10,218 iShares Top 20 U.S. Stocks ETF shares in Q2 2026, an estimated $332K.
  • iShares Top 20 U.S. Stocks ETF made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #627 holding.
  • Geneos Wealth Management first reported a position in iShares Top 20 U.S. Stocks ETF in Q3 2025 and has held it in 4 quarters since.
  • Geneos Wealth Management's iShares Top 20 U.S. Stocks ETF position peaked at $2.69M in Q4 2025.
  • 105 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q2 2026.

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