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Geneos Wealth Management’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Geneos Wealth Management’s Portfolio VFMO Stock Details VFMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$41K Sell
208
-35
-14% -$7.1K ﹤0.01% 1509
2025
Q4 		$46.5K Hold
243
– – ﹤0.01% 1420
2025
Q3 		$46.6K Buy
243
+35
+17% +$6.28K ﹤0.01% 1410
2025
Q2 		$35.9K Sell
208
-6,937
-97% -$1.09M ﹤0.01% 1742
2025
Q1 		$1.08M Buy
7,145
+2,783
+64% +$459K 0.02% 640
2024
Q4 		$717K Sell
4,362
-2,375
-35% -$401K 0.03% 495
2024
Q3 		$1.08M Sell
6,737
-104
-2% -$16K 0.04% 390
2024
Q2 		$1.03M Sell
6,841
-4,659
-41% -$689K 0.05% 355
2024
Q1 		$1.74M Sell
11,500
-1,326
-10% -$186K 0.08% 273
2023
Q4 		$1.68M Sell
12,826
-1,330
-9% -$157K 0.08% 254
2023
Q3 		$1.61M Sell
14,156
-667
-4% -$79.7K 0.08% 247
2023
Q2 		$1.8M Buy
14,823
+238
+2% +$27.1K 0.09% 226
2023
Q1 		$1.64M Buy
+14,585
New +$1.68M 0.1% 226
2022
Q1 		– Sell
-14,435
Closed -$1.92M – 2993
2021
Q4 		$1.92M Buy
14,435
+317
+2% +$42.7K 0.07% 256
2021
Q3 		$1.84M Buy
+14,118
New +$1.84M 0.07% 260

Other funds holding VFMO

RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.32B AUM 21.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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

Geneos Wealth Management reduced its Vanguard US Momentum Factor ETF (VFMO) stake by 14% in Q1 2026, selling an estimated $7.1K and leaving 208 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #1509.

Geneos Wealth Management first reported a position in VFMO in Q3 2021 and has held it in 15 quarters since. The position peaked at $1.92M in Q4 2021. 171 funds tracked by Wall St. Rank hold VFMO as of Q1 2026.

  • Geneos Wealth Management held 208 shares of Vanguard US Momentum Factor ETF worth $41K as of Q1 2026.
  • Geneos Wealth Management sold 35 Vanguard US Momentum Factor ETF shares in Q1 2026, an estimated $7.1K.
  • Vanguard US Momentum Factor ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1509 holding.
  • Geneos Wealth Management first reported a position in Vanguard US Momentum Factor ETF in Q3 2021 and has held it in 15 quarters since.
  • Geneos Wealth Management's Vanguard US Momentum Factor ETF position peaked at $1.92M in Q4 2021.
  • 171 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q1 2026.

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