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 Q2	$80.4K	Sell	1,382 -373	-21%	-$21.7K	﹤0.01%	1299
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 $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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

Geneos Wealth Management reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 21% in Q2 2026, selling an estimated $21.7K and leaving 1,382 shares worth $80.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1299.

Geneos Wealth Management first reported a position in VGSH in Q4 2017 and has held it in 18 quarters since. The position peaked at $5.41M in Q1 2021. 1,096 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Geneos Wealth Management held 1,382 shares of Vanguard Short-Term Treasury ETF worth $80.4K as of Q2 2026.
Geneos Wealth Management sold 373 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $21.7K.
Vanguard Short-Term Treasury ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1299 holding.
Geneos Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2017 and has held it in 18 quarters since.
Geneos Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $5.41M in Q1 2021.
1,096 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

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