Geneos Wealth Management
VGIT icon

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
Q3 		$145K Sell
2,559
-500
-16% -$29K ﹤0.01% 1217
2026
Q2 		$180K Buy
3,059
+1,127
+58% +$66.6K ﹤0.01% 1025
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
-521
-46% -$30.8K ﹤0.01% 1735
2025
Q1 		$67.2K Buy
1,132
+521
+85% +$30.5K ﹤0.01% 1330
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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Geneos Wealth Management's VGIT Position: Q3 2026 in Review

Geneos Wealth Management reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 16% in Q3 2026, selling an estimated $29K and leaving 2,559 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #1217.

Geneos Wealth Management first reported a position in VGIT in Q1 2020 and has held it in 18 quarters since. The position peaked at $180K in Q2 2026. 686 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

  • Geneos Wealth Management held 2,559 shares of Vanguard Intermediate-Term Treasury ETF worth $145K as of Q3 2026.
  • Geneos Wealth Management sold 500 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $29K.
  • Vanguard Intermediate-Term Treasury ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1217 holding.
  • Geneos Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2020 and has held it in 18 quarters since.
  • Geneos Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $180K in Q2 2026.
  • 686 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.