Geneos Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Geneos Wealth Management’s Portfolio VGSH Stock Details VGSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$103K	Buy	1,755 +1,502	+594%	+$88.2K	﹤0.01%	1160
2025 Q4	$14.9K	Sell	253 -92	-27%	-$5.41K	﹤0.01%	1838
2025 Q3	$20.3K	Buy	+345	New	+$20.2K	﹤0.01%	1721
2024 Q3	–	Sell	-96	Closed	-$5.57K	–	2626
2024 Q2	$5.57K	Hold	96	–	–	﹤0.01%	1695
2024 Q1	$5.58K	Hold	96	–	–	﹤0.01%	1687
2023 Q4	$5.6K	Hold	96	–	–	﹤0.01%	1700
2023 Q3	$5.53K	Hold	96	–	–	﹤0.01%	1717
2023 Q2	$5.54K	Hold	96	–	–	﹤0.01%	1716
2023 Q1	$5.62K	Buy	+96	New	+$5.57K	﹤0.01%	1698
2021 Q2	–	Sell	-87,946	Closed	-$5.41M	–	3123
2021 Q1	$5.41M	Sell	87,946 -8,102	-8%	-$499K	0.15%	159
2020 Q4	$94K	Buy	96,048 +94,153	+4,968%	+$5.83M	﹤0.01%	1176
2020 Q3	$117K	Hold	1,895	–	–	0.01%	877
2020 Q2	$117K	Buy	+1,895	New	+$118K	0.01%	844
2019 Q2	–	Sell	-8,234	Closed	-$497K	–	2529
2019 Q1	$497K	Sell	8,234 -614	-7%	-$36.9K	0.03%	397
2018 Q4	$531K	Buy	+8,848	New	+$529K	0.04%	357
2018 Q2	–	Sell	-356	Closed	-$21K	–	2329
2018 Q1	$21K	Buy	356 +286	+409%	+$17.2K	﹤0.01%	1382
2017 Q4	$4K	Buy	+70	New	+$4.23K	﹤0.01%	1898

Other funds holding VGSH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Geneos Wealth Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 594% in Q1 2026, buying an estimated $88.2K and bringing the position to 1,755 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #1160.

Geneos Wealth Management first reported a position in VGSH in Q4 2017 and has held it in 17 quarters since. The position peaked at $5.41M in Q1 2021. 1,050 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

Geneos Wealth Management held 1,755 shares of Vanguard Short-Term Treasury ETF worth $103K as of Q1 2026.
Geneos Wealth Management bought 1,502 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $88.2K.
Vanguard Short-Term Treasury ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1160 holding.
Geneos Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2017 and has held it in 17 quarters since.
Geneos Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $5.41M in Q1 2021.
1,050 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

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