Geneos Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$101K	Sell	362 -646	-64%	-$181K	﹤0.01%	1248
2025 Q1	$250K	Buy	1,008 +829	+463%	+$205K	﹤0.01%	1137
2024 Q4	$45.5K	Buy	179 +165	+1,179%	+$42K	﹤0.01%	1353
2024 Q3	$3.65K	Hold	14	–	–	﹤0.01%	2157
2024 Q2	$3.3K	Sell	14 -4	-22%	-$942	﹤0.01%	1798
2024 Q1	$4.4K	Buy	18 +4	+29%	+$978	﹤0.01%	1734
2023 Q4	$3.09K	Sell	14 -146	-91%	-$32.2K	﹤0.01%	1840
2023 Q3	$31.2K	Hold	160	–	–	﹤0.01%	1221
2023 Q2	$32.9K	Buy	160 +148	+1,233%	+$30.4K	﹤0.01%	1211
2023 Q1	$2.29K	Sell	12 -146	-92%	-$27.8K	﹤0.01%	1880
2022 Q4	$28.9K	Hold	158	–	–	﹤0.01%	1232
2022 Q3	$24K	Sell	158 -161	-50%	-$24.5K	﹤0.01%	1268
2022 Q2	$52K	Hold	319	–	–	﹤0.01%	1266
2022 Q1	$62K	Hold	319	–	–	﹤0.01%	1287
2021 Q4	$64K	Hold	319	–	–	﹤0.01%	1369
2021 Q3	$60K	Sell	319 -79	-20%	-$14.9K	﹤0.01%	1400
2021 Q2	$78K	Sell	398 -3,385	-89%	-$663K	﹤0.01%	1268
2021 Q1	$741K	Sell	3,783 -108	-3%	-$21.2K	0.02%	522
2020 Q4	$76K	Buy	3,891 +3,581	+1,155%	+$69.9K	﹤0.01%	1258
2020 Q3	$44K	Hold	310	–	–	﹤0.01%	1317
2020 Q2	$38K	Buy	310 +3	+1%	+$368	﹤0.01%	1351
2020 Q1	$33K	Hold	307	–	–	﹤0.01%	1302
2019 Q4	$47K	Hold	307	–	–	﹤0.01%	1294
2019 Q3	$44K	Hold	307	–	–	﹤0.01%	1254
2019 Q2	$44K	Hold	307	–	–	﹤0.01%	1261
2019 Q1	$42K	Sell	307 -80	-21%	-$10.9K	﹤0.01%	1230
2018 Q4	$46K	Hold	387	–	–	﹤0.01%	1136
2018 Q3	$57K	Buy	387 +80	+26%	+$11.8K	﹤0.01%	1118
2018 Q2	$41K	Hold	307	–	–	﹤0.01%	1143
2018 Q1	$42K	Sell	307 -80	-21%	-$10.9K	﹤0.01%	1074
2017 Q4	$55K	Hold	387	–	–	﹤0.01%	966
2017 Q3	$51K	Hold	387	–	–	0.01%	934
2017 Q2	$49K	Buy	387 +80	+26%	+$10.1K	0.01%	928
2017 Q1	$37K	Hold	307	–	–	﹤0.01%	1005
2016 Q4	$36K	Hold	307	–	–	﹤0.01%	959
2016 Q3	$34K	Hold	307	–	–	﹤0.01%	945
2016 Q2	$32K	Buy	307 +161	+110%	+$16.8K	﹤0.01%	962
2016 Q1	$15K	Buy	+146	New	+$15K	﹤0.01%	1177