GWM
VEU icon

Geneos Wealth Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Geneos Wealth Management’s Portfolio VEU Stock Details VEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$602K Buy
8,018
+132
+2% +$10.2K 0.01% 634
2025
Q4 		$580K Buy
7,886
+245
+3% +$17.8K 0.01% 627
2025
Q3 		$545K Buy
7,641
+292
+4% +$20.2K 0.01% 626
2025
Q2 		$494K Sell
7,349
-6,917
-48% -$438K 0.01% 710
2025
Q1 		$865K Buy
14,266
+7,341
+106% +$442K 0.01% 712
2024
Q4 		$398K Sell
6,925
-99
-1% -$5.96K 0.01% 643
2024
Q3 		$443K Buy
7,024
+26
+0.4% +$1.57K 0.02% 587
2024
Q2 		$410K Buy
6,998
+120
+2% +$7.04K 0.02% 542
2024
Q1 		$403K Sell
6,878
-130
-2% -$7.35K 0.02% 548
2023
Q4 		$393K Buy
7,008
+32
+0.5% +$1.7K 0.02% 532
2023
Q3 		$362K Sell
6,976
-56
-0.8% -$3.03K 0.02% 534
2023
Q2 		$383K Buy
7,032
+515
+8% +$27.9K 0.02% 521
2023
Q1 		$348K Buy
6,517
+24
+0.4% +$1.27K 0.02% 518
2022
Q4 		$326K Sell
6,493
-47
-0.7% -$2.28K 0.02% 502
2022
Q3 		$290K Sell
6,540
-1,041
-14% -$51.5K 0.02% 508
2022
Q2 		$378K Sell
7,581
-163
-2% -$8.73K 0.02% 574
2022
Q1 		$445K Buy
7,744
+482
+7% +$28.4K 0.02% 557
2021
Q4 		$445K Sell
7,262
-89
-1% -$5.51K 0.02% 617
2021
Q3 		$449K Buy
7,351
+48
+0.7% +$3.02K 0.02% 599
2021
Q2 		$464K Sell
7,303
-44,201
-86% -$2.8M 0.02% 577
2021
Q1 		$3.21M Sell
51,504
-5,165
-9% -$314K 0.09% 223
2020
Q4 		$445K Buy
56,669
+49,335
+673% +$2.69M 0.02% 571
2020
Q3 		$365K Sell
7,334
-415
-5% -$21.1K 0.02% 511
2020
Q2 		$366K Buy
7,749
+35
+0.5% +$1.57K 0.02% 487
2020
Q1 		$310K Buy
7,714
+59
+0.8% +$2.9K 0.02% 487
2019
Q4 		$412K Buy
7,655
+144
+2% +$7.48K 0.02% 486
2019
Q3 		$373K Buy
7,511
+133
+2% +$6.63K 0.02% 475
2019
Q2 		$376K Buy
7,378
+4,633
+169% +$234K 0.02% 494
2019
Q1 		$137K Buy
2,745
+939
+52% +$46K 0.01% 764
2018
Q4 		$82K Sell
1,806
-146
-7% -$7.01K 0.01% 901
2018
Q3 		$101K Buy
1,952
+75
+4% +$3.91K 0.01% 879
2018
Q2 		$97K Buy
1,877
+2
+0.1% +$108 0.01% 798
2018
Q1 		$101K Sell
1,875
-53
-3% -$2.95K 0.01% 752
2017
Q4 		$105K Buy
1,928
+54
+3% +$2.9K 0.01% 731
2017
Q3 		$98K Buy
1,874
+55
+3% +$2.85K 0.01% 707
2017
Q2 		$91K Sell
1,819
-400
-18% -$19.8K 0.01% 714
2017
Q1 		$106K Buy
2,219
+69
+3% +$3.21K 0.01% 646
2016
Q4 		$95K Sell
2,150
-56
-3% -$2.48K 0.01% 629
2016
Q3 		$100K Buy
2,206
+3
+0.1% +$134 0.01% 603
2016
Q2 		$94K Sell
2,203
-27
-1% -$1.17K 0.01% 606
2016
Q1 		$95K Buy
+2,230
New +$91.3K 0.01% 604

Other funds holding VEU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Geneos Wealth Management increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 1.7% in Q1 2026, buying an estimated $10.2K and bringing the position to 8,018 shares worth $602K. The position accounts for 0.01% of the portfolio, ranked #634.

Geneos Wealth Management first reported a position in VEU in Q1 2016 and has held it in 41 quarters since. The position peaked at $3.21M in Q1 2021. 1,560 funds tracked by Wall St. Rank hold VEU as of Q1 2026.

  • Geneos Wealth Management held 8,018 shares of Vanguard FTSE All-World ex-US ETF worth $602K as of Q1 2026.
  • Geneos Wealth Management bought 132 Vanguard FTSE All-World ex-US ETF shares in Q1 2026, an estimated $10.2K.
  • Vanguard FTSE All-World ex-US ETF made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #634 holding.
  • Geneos Wealth Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Vanguard FTSE All-World ex-US ETF position peaked at $3.21M in Q1 2021.
  • 1,560 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2026.

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