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Geneos Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Geneos Wealth Management’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.34M Sell
37,704
-416
-1% -$38.1K 0.08% 273
2025
Q4 		$3.37M Sell
38,120
-4,729
-11% -$425K 0.08% 265
2025
Q3 		$3.92M Sell
42,849
-1,750
-4% -$159K 0.1% 242
2025
Q2 		$3.97M Sell
44,599
-25,562
-36% -$2.25M 0.1% 257
2025
Q1 		$6.35M Buy
70,161
+49,703
+243% +$4.51M 0.09% 267
2024
Q4 		$1.82M Sell
20,458
-2,470
-11% -$233K 0.06% 305
2024
Q3 		$2.23M Sell
22,928
-991
-4% -$91.2K 0.09% 267
2024
Q2 		$2M Buy
23,919
+570
+2% +$47.1K 0.09% 248
2024
Q1 		$2.02M Buy
23,349
+3,886
+20% +$332K 0.09% 251
2023
Q4 		$1.72M Buy
19,463
+742
+4% +$58.8K 0.08% 253
2023
Q3 		$1.42M Buy
18,721
+601
+3% +$49.6K 0.07% 260
2023
Q2 		$1.51M Buy
18,120
+3,791
+26% +$311K 0.08% 249
2023
Q1 		$1.19M Sell
14,329
-81
-0.6% -$6.96K 0.07% 267
2022
Q4 		$1.19M Buy
14,410
+1,308
+10% +$108K 0.07% 248
2022
Q3 		$1.05M Sell
13,102
-2,248
-15% -$210K 0.07% 247
2022
Q2 		$1.42M Sell
15,350
-816
-5% -$81.3K 0.07% 253
2022
Q1 		$1.75M Sell
16,166
-5,067
-24% -$536K 0.08% 246
2021
Q4 		$2.46M Buy
21,233
+6,568
+45% +$717K 0.09% 218
2021
Q3 		$1.51M Sell
14,665
-144
-1% -$15.3K 0.06% 294
2021
Q2 		$1.52M Sell
14,809
-121,669
-89% -$12.1M 0.06% 279
2021
Q1 		$13.5M Sell
136,478
-13,384
-9% -$1.18M 0.38% 63
2020
Q4 		$1.44M Buy
149,862
+134,349
+866% +$11.1M 0.06% 280
2020
Q3 		$1.21M Sell
15,513
-6,697
-30% -$538K 0.06% 261
2020
Q2 		$1.69M Sell
22,210
-58,836
-73% -$4.46M 0.09% 208
2020
Q1 		$5.68M Sell
81,046
-17,515
-18% -$1.54M 0.38% 58
2019
Q4 		$9.07M Buy
98,561
+19,836
+25% +$1.84M 0.48% 44
2019
Q3 		$7.33M Sell
78,725
-21
-0% -$1.91K 0.44% 46
2019
Q2 		$6.88M Buy
78,746
+37,419
+91% +$3.28M 0.43% 49
2019
Q1 		$3.59M Buy
41,327
+10,665
+35% +$881K 0.24% 114
2018
Q4 		$2.28M Buy
30,662
+16,285
+113% +$1.28M 0.17% 155
2018
Q3 		$1.16M Buy
14,377
+6,759
+89% +$557K 0.08% 239
2018
Q2 		$620K Buy
7,618
+502
+7% +$38.9K 0.05% 288
2018
Q1 		$537K Sell
7,116
-301
-4% -$23K 0.05% 297
2017
Q4 		$615K Sell
7,417
-490
-6% -$41.1K 0.06% 282
2017
Q3 		$657K Sell
7,907
-3,901
-33% -$326K 0.07% 254
2017
Q2 		$982K Sell
11,808
-345
-3% -$28.8K 0.1% 195
2017
Q1 		$1M Buy
12,153
+592
+5% +$49.1K 0.1% 177
2016
Q4 		$954K Sell
11,561
-339
-3% -$27.6K 0.13% 166
2016
Q3 		$1.04M Buy
11,900
+442
+4% +$39.4K 0.14% 158
2016
Q2 		$1.02M Sell
11,458
-2,030
-15% -$171K 0.15% 151
2016
Q1 		$1.13M Buy
+13,488
New +$1.05M 0.17% 135

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Geneos Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 1.1% in Q1 2026, selling an estimated $38.1K and leaving 37,704 shares worth $3.34M. The position accounts for 0.08% of the portfolio, ranked #273.

Geneos Wealth Management first reported a position in VNQ in Q1 2016 and has held it in 41 quarters since. The position peaked at $13.5M in Q1 2021. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Geneos Wealth Management held 37,704 shares of Vanguard Real Estate ETF worth $3.34M as of Q1 2026.
  • Geneos Wealth Management sold 416 Vanguard Real Estate ETF shares in Q1 2026, an estimated $38.1K.
  • Vanguard Real Estate ETF made up 0.08% of Geneos Wealth Management's portfolio in Q1 2026, its #273 holding.
  • Geneos Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Vanguard Real Estate ETF position peaked at $13.5M in Q1 2021.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

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