Geneos Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.32M | Buy |
18,324
+48
| +0.3% | +$3.57K | 0.03% | 447 |
|
|
2025
Q4 | $1.33M | Buy |
18,276
+864
| +5% | +$62.9K | 0.03% | 434 |
|
|
2025
Q3 | $1.28M | Sell |
17,412
-57,232
| -77% | -$4.11M | 0.03% | 434 |
|
|
2025
Q2 | $5.22M | Sell |
74,644
-107,672
| -59% | -$7.07M | 0.13% | 201 |
|
|
2025
Q1 | $11.8M | Buy |
182,316
+134,752
| +283% | +$9.04M | 0.17% | 147 |
|
|
2024
Q4 | $3.14M | Buy |
47,564
+3,396
| +8% | +$231K | 0.11% | 207 |
|
|
2024
Q3 | $2.91M | Buy |
44,168
+33,624
| +319% | +$2.11M | 0.11% | 215 |
|
|
2024
Q2 | $638K | Buy |
10,544
+472
| +5% | +$28.7K | 0.03% | 446 |
|
|
2024
Q1 | $629K | Sell |
10,072
-1,908
| -16% | -$113K | 0.03% | 440 |
|
|
2023
Q4 | $697K | Sell |
11,980
-552
| -4% | -$29.5K | 0.03% | 399 |
|
|
2023
Q3 | $652K | Sell |
12,532
-112
| -0.9% | -$6.14K | 0.03% | 410 |
|
|
2023
Q2 | $696K | Sell |
12,644
-308
| -2% | -$16.1K | 0.04% | 389 |
|
|
2023
Q1 | $683K | Buy |
12,952
+416
| +3% | +$22.1K | 0.04% | 384 |
|
|
2022
Q4 | $639K | Buy |
12,536
+376
| +3% | +$19.2K | 0.04% | 369 |
|
|
2022
Q3 | $571K | Sell |
12,160
-1,940
| -14% | -$101K | 0.04% | 370 |
|
|
2022
Q2 | $703K | Sell |
14,100
-216
| -2% | -$11.7K | 0.03% | 411 |
|
|
2022
Q1 | $851K | Sell |
14,316
-179,968
| -93% | -$10.6M | 0.04% | 403 |
|
|
2021
Q4 | $12.4M | Buy |
194,284
+178,676
| +1,145% | +$11.2M | 0.47% | 42 |
|
|
2021
Q3 | $935K | Buy |
15,608
+444
| +3% | +$26.8K | 0.04% | 403 |
|
|
2021
Q2 | $906K | Sell |
15,164
-221,088
| -94% | -$12.8M | 0.04% | 390 |
|
|
2021
Q1 | $13.7M | Buy |
236,252
+109,000
| +86% | +$5.91M | 0.38% | 61 |
|
|
2020
Q4 | $957K | Buy |
127,252
+112,464
| +761% | +$5.45M | 0.04% | 359 |
|
|
2020
Q3 | $639K | Sell |
14,788
-39,832
| -73% | -$1.74M | 0.03% | 381 |
|
|
2020
Q2 | $2.09M | Sell |
54,620
-47,676
| -47% | -$1.83M | 0.12% | 182 |
|
|
2020
Q1 | $3.4M | Sell |
102,296
-752
| -0.7% | -$31.1K | 0.23% | 103 |
|
|
2019
Q4 | $4.59M | Sell |
103,048
-2,696
| -3% | -$116K | 0.24% | 114 |
|
|
2019
Q3 | $4.41M | Buy |
105,744
+1,096
| +1% | +$45.8K | 0.26% | 102 |
|
|
2019
Q2 | $4.37M | Sell |
104,648
-1,352
| -1% | -$55.3K | 0.27% | 97 |
|
|
2019
Q1 | $4.26M | Buy |
106,000
+8,800
| +9% | +$338K | 0.28% | 91 |
|
|
2018
Q4 | $3.33M | Buy |
97,200
+12,380
| +15% | +$465K | 0.25% | 111 |
|
|
2018
Q3 | $3.48M | Buy |
84,820
+8,580
| +11% | +$350K | 0.23% | 128 |
|
|
2018
Q2 | $3.04M | Buy |
76,240
+64,884
| +571% | +$2.55M | 0.24% | 109 |
|
|
2018
Q1 | $437K | Sell |
11,356
-788
| -6% | -$31K | 0.04% | 333 |
|
|
2017
Q4 | $469K | Buy |
12,144
+712
| +6% | +$26.9K | 0.04% | 330 |
|
|
2017
Q3 | $420K | Sell |
11,432
-832
| -7% | -$30K | 0.04% | 334 |
|
|
2017
Q2 | $437K | Buy |
12,264
+316
| +3% | +$11.2K | 0.04% | 320 |
|
|
2017
Q1 | $416K | Sell |
11,948
-620
| -5% | -$21.3K | 0.04% | 317 |
|
|
2016
Q4 | $413K | Buy |
12,568
+2,484
| +25% | +$80.4K | 0.05% | 291 |
|
|
2016
Q3 | $326K | Sell |
10,084
-200
| -2% | -$6.42K | 0.04% | 339 |
|
|
2016
Q2 | $318K | Buy |
10,284
+940
| +10% | +$28.7K | 0.05% | 335 |
|
|
2016
Q1 | $284K | Buy |
+9,344
| New | +$264K | 0.04% | 350 |
|
Other funds holding VO
Geneos Wealth Management's VO Position: Q1 2026 in Review
Geneos Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 0.26% in Q1 2026, buying an estimated $3.57K and bringing the position to 18,324 shares worth $1.32M. The position accounts for 0.03% of the portfolio, ranked #447.
Geneos Wealth Management first reported a position in VO in Q1 2016 and has held it in 41 quarters since. The position peaked at $13.7M in Q1 2021. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.
- Geneos Wealth Management held 18,324 shares of Vanguard Mid-Cap ETF worth $1.32M as of Q1 2026.
- Geneos Wealth Management bought 48 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $3.57K.
- Vanguard Mid-Cap ETF made up 0.03% of Geneos Wealth Management's portfolio in Q1 2026, its #447 holding.
- Geneos Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q1 2016 and has held it in 41 quarters since.
- Geneos Wealth Management's Vanguard Mid-Cap ETF position peaked at $13.7M in Q1 2021.
- 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.