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
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 Sell
163
-163
-50% -$20.3K ﹤0.01% 2007
2025
Q1 		$41.2K Buy
+326
New +$40.7K ﹤0.01% 2019
2021
Q2 		– Sell
-640
Closed -$61K – 3122
2021
Q1 		$61K Buy
+640
New +$58.8K ﹤0.01% 1533

Other funds holding VFMV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
RFG
RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

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

Geneos Wealth Management increased its Vanguard US Minimum Volatility ETF (VFMV) stake by 0.33% in Q1 2026, buying an estimated $135 and bringing the position to 307 shares worth $40.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1512.

Geneos Wealth Management first reported a position in VFMV in Q1 2021 and has held it in 6 quarters since. The position peaked at $61K in Q1 2021. 83 funds tracked by Wall St. Rank hold VFMV as of Q1 2026.

  • Geneos Wealth Management held 307 shares of Vanguard US Minimum Volatility ETF worth $40.9K as of Q1 2026.
  • Geneos Wealth Management bought 1 Vanguard US Minimum Volatility ETF share in Q1 2026, an estimated $135.
  • Vanguard US Minimum Volatility ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1512 holding.
  • Geneos Wealth Management first reported a position in Vanguard US Minimum Volatility ETF in Q1 2021 and has held it in 6 quarters since.
  • Geneos Wealth Management's Vanguard US Minimum Volatility ETF position peaked at $61K in Q1 2021.
  • 83 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q1 2026.

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