Geneos Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $92.7K | Hold |
297
| – | – | ﹤0.01% | 1198 |
|
|
2025
Q4 | $88.5K | Sell |
297
-65
| -18% | -$19.3K | ﹤0.01% | 1182 |
|
|
2025
Q3 | $107K | Hold |
362
| – | – | ﹤0.01% | 1096 |
|
|
2025
Q2 | $101K | Sell |
362
-646
| -64% | -$167K | ﹤0.01% | 1248 |
|
|
2025
Q1 | $250K | Buy |
1,008
+829
| +463% | +$215K | ﹤0.01% | 1137 |
|
|
2024
Q4 | $45.5K | Buy |
179
+165
| +1,179% | +$43.9K | ﹤0.01% | 1353 |
|
|
2024
Q3 | $3.65K | Hold |
14
| – | – | ﹤0.01% | 2157 |
|
|
2024
Q2 | $3.3K | Sell |
14
-4
| -22% | -$953 | ﹤0.01% | 1798 |
|
|
2024
Q1 | $4.4K | Buy |
18
+4
| +29% | +$909 | ﹤0.01% | 1734 |
|
|
2023
Q4 | $3.09K | Sell |
14
-146
| -91% | -$29.4K | ﹤0.01% | 1840 |
|
|
2023
Q3 | $31.2K | Hold |
160
| – | – | ﹤0.01% | 1221 |
|
|
2023
Q2 | $32.9K | Buy |
160
+148
| +1,233% | +$28.3K | ﹤0.01% | 1211 |
|
|
2023
Q1 | $2.29K | Sell |
12
-146
| -92% | -$27.7K | ﹤0.01% | 1880 |
|
|
2022
Q4 | $28.9K | Hold |
158
| – | – | ﹤0.01% | 1232 |
|
|
2022
Q3 | $24K | Sell |
158
-161
| -50% | -$28K | ﹤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% | -$15.5K | ﹤0.01% | 1400 |
|
|
2021
Q2 | $78K | Sell |
398
-3,385
| -89% | -$665K | ﹤0.01% | 1268 |
|
|
2021
Q1 | $741K | Sell |
3,783
-108
| -3% | -$19.2K | 0.02% | 522 |
|
|
2020
Q4 | $76K | Buy |
3,891
+3,581
| +1,155% | +$573K | ﹤0.01% | 1258 |
|
|
2020
Q3 | $44K | Hold |
310
| – | – | ﹤0.01% | 1317 |
|
|
2020
Q2 | $38K | Buy |
310
+3
| +1% | +$366 | ﹤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% | -$10.8K | ﹤0.01% | 1230 |
|
|
2018
Q4 | $46K | Hold |
387
| – | – | ﹤0.01% | 1136 |
|
|
2018
Q3 | $57K | Buy |
387
+80
| +26% | +$11.5K | ﹤0.01% | 1118 |
|
|
2018
Q2 | $41K | Hold |
307
| – | – | ﹤0.01% | 1143 |
|
|
2018
Q1 | $42K | Sell |
307
-80
| -21% | -$11.5K | ﹤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% | +$17K | ﹤0.01% | 962 |
|
|
2016
Q1 | $15K | Buy |
+146
| New | +$14.2K | ﹤0.01% | 1177 |
|
Other funds holding VIS
PCH
BCMIO
MM
Geneos Wealth Management's VIS Position: Q1 2026 in Review
Geneos Wealth Management held its Vanguard Industrials ETF (VIS) position steady in Q1 2026 at 297 shares worth $92.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1198.
Geneos Wealth Management first reported a position in VIS in Q1 2016 and has held it in 41 quarters since. The position peaked at $741K in Q1 2021. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.
- Geneos Wealth Management held 297 shares of Vanguard Industrials ETF worth $92.7K as of Q1 2026.
- Geneos Wealth Management left its Vanguard Industrials ETF share count unchanged in Q1 2026.
- Vanguard Industrials ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1198 holding.
- Geneos Wealth Management first reported a position in Vanguard Industrials ETF in Q1 2016 and has held it in 41 quarters since.
- Geneos Wealth Management's Vanguard Industrials ETF position peaked at $741K in Q1 2021.
- 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.