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Geneos Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Geneos Wealth Management’s Portfolio VGIT Stock Details VGIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$115K Sell
1,932
-72
-4% -$4.31K ﹤0.01% 1135
2025
Q4 		$120K Buy
2,004
+862
+75% +$51.8K ﹤0.01% 1092
2025
Q3 		$68.6K Buy
1,142
+531
+87% +$31.7K ﹤0.01% 1261
2025
Q2 		$36.5K Sell
611
-1,653
-73% -$97.8K ﹤0.01% 1735
2025
Q1 		$134K Buy
2,264
+1,653
+271% +$96.7K ﹤0.01% 1409
2024
Q4 		$35.4K Sell
611
-476
-44% -$28K ﹤0.01% 1456
2024
Q3 		$65.7K Buy
1,087
+516
+90% +$30.8K ﹤0.01% 1099
2024
Q2 		$33.2K Buy
571
+553
+3,072% +$32K ﹤0.01% 1210
2024
Q1 		$1.05K Sell
18
-1,777
-99% -$104K ﹤0.01% 2010
2023
Q4 		$106K Buy
1,795
+20
+1% +$1.15K 0.01% 821
2023
Q3 		$101K Buy
1,775
+325
+22% +$18.8K 0.01% 868
2023
Q2 		$85.1K Buy
1,450
+1,432
+7,956% +$85.4K ﹤0.01% 920
2023
Q1 		$1.08K Sell
18
-130
-88% -$7.7K ﹤0.01% 1982
2022
Q4 		$8.67K Buy
+148
New +$8.65K ﹤0.01% 1565
2022
Q1 		– Sell
-1,458
Closed -$96K – 2995
2021
Q4 		$96K Buy
+1,458
New +$97.7K ﹤0.01% 1189
2020
Q2 		– Sell
-166
Closed -$11K – 2632
2020
Q1 		$11K Buy
+166
New +$11.3K ﹤0.01% 1792

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

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

Geneos Wealth Management reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 3.6% in Q1 2026, selling an estimated $4.31K and leaving 1,932 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #1135.

Geneos Wealth Management first reported a position in VGIT in Q1 2020 and has held it in 16 quarters since. The position peaked at $134K in Q1 2025. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • Geneos Wealth Management held 1,932 shares of Vanguard Intermediate-Term Treasury ETF worth $115K as of Q1 2026.
  • Geneos Wealth Management sold 72 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $4.31K.
  • Vanguard Intermediate-Term Treasury ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1135 holding.
  • Geneos Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2020 and has held it in 16 quarters since.
  • Geneos Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $134K in Q1 2025.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

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