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Geneos Wealth Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Geneos Wealth Management’s Portfolio VGLT Stock Details VGLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$91.6K Buy
1,660
+742
+81% +$40.7K ﹤0.01% 1239
2026
Q1 		$50.8K Buy
918
+21
+2% +$1.18K ﹤0.01% 1423
2025
Q4 		$50.1K Sell
897
-41
-4% -$2.33K ﹤0.01% 1394
2025
Q3 		$53.3K Buy
938
+169
+22% +$9.42K ﹤0.01% 1366
2025
Q2 		$43.2K Buy
769
+70
+10% +$3.88K ﹤0.01% 1651
2025
Q1 		$40.3K Sell
699
-244
-26% -$13.7K ﹤0.01% 1603
2024
Q4 		$52.2K Buy
943
+318
+51% +$18.4K ﹤0.01% 1302
2024
Q3 		$38.5K Buy
625
+12
+2% +$725 ﹤0.01% 1290
2024
Q2 		$35.4K Sell
613
-2,147
-78% -$123K ﹤0.01% 1183
2024
Q1 		$164K Sell
2,760
-356
-11% -$21.1K 0.01% 745
2023
Q4 		$192K Buy
3,116
+2,101
+207% +$119K 0.01% 684
2023
Q3 		$56.3K Sell
1,015
-117
-10% -$6.99K ﹤0.01% 1047
2023
Q2 		$71.9K Buy
1,132
+432
+62% +$27.7K ﹤0.01% 970
2023
Q1 		$45.9K Hold
700
– – ﹤0.01% 1108
2022
Q4 		$43.1K Hold
700
– – ﹤0.01% 1103
2022
Q3 		$44K Buy
+700
New +$48.2K ﹤0.01% 1070
2022
Q1 		– Sell
-663
Closed -$59K – 2996
2021
Q4 		$59K Buy
663
+576
+662% +$51.3K ﹤0.01% 1404
2021
Q3 		$7K Hold
87
– – ﹤0.01% 2366
2021
Q2 		$7K Hold
87
– – ﹤0.01% 2352
2021
Q1 		$7K Sell
87
-65
-43% -$5.74K ﹤0.01% 2558
2020
Q4 		$12K Buy
+152
New +$14.7K ﹤0.01% 2159

Other funds holding VGLT

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

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

Geneos Wealth Management increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 81% in Q2 2026, buying an estimated $40.7K and bringing the position to 1,660 shares worth $91.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

Geneos Wealth Management first reported a position in VGLT in Q4 2020 and has held it in 21 quarters since. The position peaked at $192K in Q4 2023. 460 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

  • Geneos Wealth Management held 1,660 shares of Vanguard Long-Term Treasury ETF worth $91.6K as of Q2 2026.
  • Geneos Wealth Management bought 742 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $40.7K.
  • Vanguard Long-Term Treasury ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1239 holding.
  • Geneos Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q4 2020 and has held it in 21 quarters since.
  • Geneos Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $192K in Q4 2023.
  • 460 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

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