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Geneos Wealth Management’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Geneos Wealth Management’s Portfolio VIOG Stock Details VIOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-32
Closed -$3.88K – 2565
2025
Q4 		$3.88K Hold
32
– – ﹤0.01% 2206
2025
Q3 		$3.9K Hold
32
– – ﹤0.01% 2201
2025
Q2 		$3.66K Sell
32
-544
-94% -$58.6K ﹤0.01% 2659
2025
Q1 		$61.6K Buy
576
+544
+1,700% +$62.5K ﹤0.01% 1377
2024
Q4 		$3.72K Hold
32
– – ﹤0.01% 2435
2024
Q3 		$3.83K Hold
32
– – ﹤0.01% 2144
2024
Q2 		$3.53K Hold
32
– – ﹤0.01% 1785
2024
Q1 		$3.6K Hold
32
– – ﹤0.01% 1779
2023
Q4 		$3.44K Hold
32
– – ﹤0.01% 1812
2023
Q3 		$3.02K Hold
32
– – ﹤0.01% 1862
2023
Q2 		$3.17K Hold
32
– – ﹤0.01% 1849
2023
Q1 		$3.03K Hold
32
– – ﹤0.01% 1830
2022
Q4 		$2.98K Hold
32
– – ﹤0.01% 1817
2022
Q3 		$2K Hold
32
– – ﹤0.01% 1880
2022
Q2 		$2K Hold
32
– – ﹤0.01% 2431
2022
Q1 		$3K Hold
32
– – ﹤0.01% 2495
2021
Q4 		$3K Hold
32
– – ﹤0.01% 2543
2021
Q3 		$3K Hold
32
– – ﹤0.01% 2600
2021
Q2 		$3K Hold
32
– – ﹤0.01% 2606
2021
Q1 		$3K Buy
+32
New +$3.5K ﹤0.01% 2834
2020
Q4 		– Sell
-200
Closed -$14K – 3008
2020
Q3 		$14K Hold
200
– – ﹤0.01% 1838
2020
Q2 		$13K Hold
200
– – ﹤0.01% 1815
2020
Q1 		$11K Sell
200
-1,958
-91% -$148K ﹤0.01% 1793
2019
Q4 		$178K Hold
2,158
– – 0.01% 732
2019
Q3 		$165K Hold
2,158
– – 0.01% 717
2019
Q2 		$168K Hold
2,158
– – 0.01% 726
2019
Q1 		$165K Sell
2,158
-308
-12% -$23.4K 0.01% 711
2018
Q4 		$169K Sell
2,466
-66
-3% -$5.04K 0.01% 652
2018
Q3 		$219K Buy
2,532
+328
+15% +$28.3K 0.01% 612
2018
Q2 		$178K Buy
2,204
+70
+3% +$5.51K 0.01% 593
2018
Q1 		$159K Hold
2,134
– – 0.01% 601
2017
Q4 		$155K Buy
2,134
+200
+10% +$14.3K 0.01% 608
2017
Q3 		$136K Buy
1,934
+804
+71% +$53.7K 0.01% 619
2017
Q2 		$75K Buy
1,130
+400
+55% +$26.4K 0.01% 781
2017
Q1 		$47K Buy
+730
New +$47.4K ﹤0.01% 916

Other funds holding VIOG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return
DWA
Dougherty Wealth Advisers Wayzata, Minnesota $183M AUM 23.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LWP
LMG Wealth Partners Shreveport, Louisiana $626M AUM 36.27% 1-Year Est. Return

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

Geneos Wealth Management sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q1 2026, closing a stake of 32 shares — an estimated $3.88K sold.

Geneos Wealth Management first reported a position in VIOG in Q1 2017 and held it in 35 quarters. The position peaked at $219K in Q3 2018. 179 funds tracked by Wall St. Rank hold VIOG as of Q1 2026.

  • Geneos Wealth Management reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Geneos Wealth Management sold 32 Vanguard S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $3.88K.
  • Geneos Wealth Management first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q1 2017 and held it in 35 quarters.
  • Geneos Wealth Management's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $219K in Q3 2018.
  • 179 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q1 2026.

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