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Geneos Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Geneos Wealth Management’s Portfolio VHT Stock Details VHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$282K Sell
1,034
-78
-7% -$22.3K 0.01% 855
2025
Q4 		$320K Buy
1,112
+116
+12% +$32.4K 0.01% 788
2025
Q3 		$259K Sell
996
-2,866
-74% -$719K 0.01% 832
2025
Q2 		$959K Sell
3,862
-7,065
-65% -$1.75M 0.02% 542
2025
Q1 		$2.89M Buy
10,927
+6,107
+127% +$1.63M 0.04% 404
2024
Q4 		$1.22M Sell
4,820
-1,685
-26% -$454K 0.04% 368
2024
Q3 		$1.84M Buy
6,505
+4,319
+198% +$1.2M 0.07% 299
2024
Q2 		$581K Sell
2,186
-9
-0.4% -$2.36K 0.03% 459
2024
Q1 		$594K Sell
2,195
-15
-0.7% -$3.94K 0.03% 448
2023
Q4 		$554K Sell
2,210
-135
-6% -$32K 0.03% 462
2023
Q3 		$551K Sell
2,345
-641
-21% -$156K 0.03% 449
2023
Q2 		$731K Sell
2,986
-1
-0% -$243 0.04% 378
2023
Q1 		$712K Buy
2,987
+181
+6% +$43.6K 0.04% 369
2022
Q4 		$696K Buy
2,806
+1,950
+228% +$473K 0.04% 352
2022
Q3 		$191K Sell
856
-222
-21% -$53K 0.01% 613
2022
Q2 		$257K Buy
1,078
+55
+5% +$13.3K 0.01% 661
2022
Q1 		$260K Sell
1,023
-4,126
-80% -$1.02M 0.01% 711
2021
Q4 		$1.37M Sell
5,149
-20,944
-80% -$5.34M 0.05% 315
2021
Q3 		$6.46M Sell
26,093
-77
-0.3% -$19.8K 0.25% 89
2021
Q2 		$6.57M Sell
26,170
-8,175
-24% -$1.95M 0.26% 87
2021
Q1 		$8.18M Sell
34,345
-787
-2% -$181K 0.23% 102
2020
Q4 		$6.13M Sell
35,132
-14,285
-29% -$3.05M 0.25% 92
2020
Q3 		$9.85M Buy
49,417
+600
+1% +$121K 0.51% 38
2020
Q2 		$9.18M Sell
48,817
-1,443
-3% -$271K 0.51% 35
2020
Q1 		$8.04M Sell
50,260
-396
-0.8% -$72.3K 0.54% 36
2019
Q4 		$9.76M Buy
50,656
+10,353
+26% +$1.86M 0.52% 35
2019
Q3 		$6.7M Sell
40,303
-642
-2% -$110K 0.4% 55
2019
Q2 		$7.12M Buy
40,945
+3,446
+9% +$582K 0.44% 46
2019
Q1 		$6.47M Buy
37,499
+681
+2% +$115K 0.43% 50
2018
Q4 		$5.83M Buy
36,818
+408
+1% +$69.1K 0.43% 50
2018
Q3 		$6.57M Buy
36,410
+35,856
+6,472% +$6.16M 0.44% 48
2018
Q2 		$88K Sell
554
-205
-27% -$32.3K 0.01% 839
2018
Q1 		$116K Hold
759
– – 0.01% 701
2017
Q4 		$116K Sell
759
-19
-2% -$2.92K 0.01% 695
2017
Q3 		$118K Sell
778
-131
-14% -$19.5K 0.01% 650
2017
Q2 		$133K Sell
909
-253
-22% -$35.8K 0.01% 610
2017
Q1 		$160K Sell
1,162
-20
-2% -$2.69K 0.02% 533
2016
Q4 		$149K Sell
1,182
-1,020
-46% -$130K 0.02% 523
2016
Q3 		$292K Sell
2,202
-761
-26% -$103K 0.04% 365
2016
Q2 		$389K Sell
2,963
-124
-4% -$15.9K 0.06% 295
2016
Q1 		$385K Buy
+3,087
New +$375K 0.06% 281

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Geneos Wealth Management reduced its Vanguard Health Care ETF (VHT) stake by 7% in Q1 2026, selling an estimated $22.3K and leaving 1,034 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #855.

Geneos Wealth Management first reported a position in VHT in Q1 2016 and has held it in 41 quarters since. The position peaked at $9.85M in Q3 2020. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Geneos Wealth Management held 1,034 shares of Vanguard Health Care ETF worth $282K as of Q1 2026.
  • Geneos Wealth Management sold 78 Vanguard Health Care ETF shares in Q1 2026, an estimated $22.3K.
  • Vanguard Health Care ETF made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #855 holding.
  • Geneos Wealth Management first reported a position in Vanguard Health Care ETF in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Vanguard Health Care ETF position peaked at $9.85M in Q3 2020.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

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