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Geneos Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Geneos Wealth Management’s Portfolio VEA Stock Details VEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$29.3M Buy
457,832
+128,868
+39% +$8.51M 0.68% 29
2025
Q4 		$20.6M Buy
328,964
+17,324
+6% +$1.06M 0.5% 42
2025
Q3 		$18.7M Sell
311,640
-240,820
-44% -$14M 0.47% 46
2025
Q2 		$31.5M Sell
552,460
-225,604
-29% -$12.1M 0.77% 15
2025
Q1 		$57.4M Buy
778,064
+474,660
+156% +$24M 0.83% 15
2024
Q4 		$14.5M Buy
303,404
+7,048
+2% +$354K 0.51% 34
2024
Q3 		$15.7M Buy
296,356
+38,648
+15% +$1.97M 0.6% 30
2024
Q2 		$12.7M Buy
257,708
+10,028
+4% +$499K 0.57% 34
2024
Q1 		$12.4M Buy
247,680
+1,640
+0.7% +$79.2K 0.57% 34
2023
Q4 		$11.8M Buy
246,040
+9,605
+4% +$430K 0.58% 36
2023
Q3 		$10.3M Buy
236,435
+51,300
+28% +$2.35M 0.53% 37
2023
Q2 		$8.55M Buy
185,135
+65,686
+55% +$3.02M 0.45% 42
2023
Q1 		$5.4M Buy
119,449
+24,355
+26% +$1.08M 0.33% 73
2022
Q4 		$3.99M Sell
95,094
-11,313
-11% -$458K 0.24% 110
2022
Q3 		$3.87M Sell
106,407
-4,483
-4% -$183K 0.27% 93
2022
Q2 		$4.53M Buy
110,890
+6,375
+6% +$283K 0.22% 108
2022
Q1 		$5.02M Sell
104,515
-2,976
-3% -$145K 0.22% 111
2021
Q4 		$5.49M Buy
107,491
+7,678
+8% +$394K 0.21% 108
2021
Q3 		$5.05M Buy
99,813
+6,662
+7% +$346K 0.19% 124
2021
Q2 		$4.83M Sell
93,151
-96,879
-51% -$5M 0.19% 127
2021
Q1 		$9.6M Sell
190,030
-1,669
-0.9% -$81.5K 0.27% 85
2020
Q4 		$4.53M Buy
191,699
+117,924
+160% +$5.19M 0.18% 138
2020
Q3 		$2.98M Sell
73,775
-12,083
-14% -$496K 0.15% 149
2020
Q2 		$3.3M Sell
85,858
-7,695
-8% -$281K 0.18% 127
2020
Q1 		$3.07M Sell
93,553
-62,682
-40% -$2.51M 0.21% 115
2019
Q4 		$6.9M Sell
156,235
-9,356
-6% -$399K 0.37% 63
2019
Q3 		$6.78M Buy
165,591
+2,719
+2% +$111K 0.4% 54
2019
Q2 		$6.79M Sell
162,872
-3,460
-2% -$143K 0.42% 53
2019
Q1 		$6.8M Sell
166,332
-46,699
-22% -$1.87M 0.45% 46
2018
Q4 		$7.96M Sell
213,031
-12,223
-5% -$484K 0.59% 31
2018
Q3 		$9.6M Sell
225,254
-127,335
-36% -$5.49M 0.64% 22
2018
Q2 		$15.1M Buy
352,589
+10,804
+3% +$482K 1.18% 8
2018
Q1 		$15.2M Buy
341,785
+185,126
+118% +$8.4M 1.33% 8
2017
Q4 		$7.03M Buy
156,659
+29,034
+23% +$1.28M 0.63% 32
2017
Q3 		$5.56M Buy
127,625
+26,658
+26% +$1.13M 0.55% 38
2017
Q2 		$4.17M Buy
100,967
+19,087
+23% +$778K 0.43% 63
2017
Q1 		$3.33M Buy
81,880
+1,216
+2% +$46.6K 0.35% 78
2016
Q4 		$2.95M Buy
80,664
+60,906
+308% +$2.22M 0.39% 72
2016
Q3 		$739K Buy
19,758
+1,456
+8% +$53.5K 0.1% 197
2016
Q2 		$648K Buy
18,302
+2,937
+19% +$106K 0.09% 201
2016
Q1 		$545K Buy
+15,365
New +$530K 0.08% 222

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Geneos Wealth Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 39% in Q1 2026, buying an estimated $8.51M and bringing the position to 457,832 shares worth $29.3M. The position accounts for 0.68% of the portfolio, ranked #29.

Geneos Wealth Management first reported a position in VEA in Q1 2016 and has held it in 41 quarters since. The position peaked at $57.4M in Q1 2025. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • Geneos Wealth Management held 457,832 shares of Vanguard FTSE Developed Markets ETF worth $29.3M as of Q1 2026.
  • Geneos Wealth Management bought 128,868 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $8.51M.
  • Vanguard FTSE Developed Markets ETF made up 0.68% of Geneos Wealth Management's portfolio in Q1 2026, its #29 holding.
  • Geneos Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $57.4M in Q1 2025.
  • 2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

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