GWM
VFMV icon

Geneos Wealth Management’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Geneos Wealth Management’s Portfolio VFMV Stock Details VFMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$42.7K Hold
307
– – ﹤0.01% 1517
2026
Q1 		$40.9K Buy
307
+1
+0.3% +$135 ﹤0.01% 1512
2025
Q4 		$39.8K Buy
306
+142
+87% +$18.5K ﹤0.01% 1479
2025
Q3 		$21.6K Buy
164
+1
+0.6% +$129 ﹤0.01% 1698
2025
Q2 		$21K Hold
163
– – ﹤0.01% 2007
2025
Q1 		$20.6K Buy
+163
New +$20.4K ﹤0.01% 1935
2021
Q2 		– Sell
-640
Closed -$61K – 3122
2021
Q1 		$61K Buy
+640
New +$58.8K ﹤0.01% 1533

Other funds holding VFMV

AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
SWM
Sculati Wealth Management Bloomfield Hills, Michigan $300M AUM 17.56% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Geneos Wealth Management held its Vanguard US Minimum Volatility ETF (VFMV) position steady in Q2 2026 at 307 shares worth $42.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1517.

Geneos Wealth Management first reported a position in VFMV in Q1 2021 and has held it in 7 quarters since. The position peaked at $61K in Q1 2021. 89 funds tracked by Wall St. Rank hold VFMV as of Q2 2026.

  • Geneos Wealth Management held 307 shares of Vanguard US Minimum Volatility ETF worth $42.7K as of Q2 2026.
  • Geneos Wealth Management left its Vanguard US Minimum Volatility ETF share count unchanged in Q2 2026.
  • Vanguard US Minimum Volatility ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1517 holding.
  • Geneos Wealth Management first reported a position in Vanguard US Minimum Volatility ETF in Q1 2021 and has held it in 7 quarters since.
  • Geneos Wealth Management's Vanguard US Minimum Volatility ETF position peaked at $61K in Q1 2021.
  • 89 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q2 2026.

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