Geneos Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $72.2M | Buy |
120,886
+13,479
| +13% | +$8.43M | 1.68% | 5 |
|
|
2025
Q4 | $67.4M | Buy |
107,407
+21,234
| +25% | +$13.2M | 1.65% | 3 |
|
|
2025
Q3 | $52.8M | Buy |
86,173
+5,620
| +7% | +$3.31M | 1.34% | 3 |
|
|
2025
Q2 | $45.8M | Sell |
80,553
-59,352
| -42% | -$31.2M | 1.12% | 8 |
|
|
2025
Q1 | $71.9M | Buy |
139,905
+80,828
| +137% | +$43.7M | 1.04% | 9 |
|
|
2024
Q4 | $31.8M | Sell |
59,077
-1,315
| -2% | -$712K | 1.11% | 9 |
|
|
2024
Q3 | $31.9M | Sell |
60,392
-11,301
| -16% | -$5.74M | 1.22% | 9 |
|
|
2024
Q2 | $35.9M | Buy |
71,693
+7,426
| +12% | +$3.57M | 1.59% | 6 |
|
|
2024
Q1 | $30.9M | Sell |
64,267
-4,953
| -7% | -$2.27M | 1.41% | 7 |
|
|
2023
Q4 | $30.2M | Buy |
69,220
+20,537
| +42% | +$8.41M | 1.49% | 7 |
|
|
2023
Q3 | $19.1M | Buy |
48,683
+12,144
| +33% | +$4.97M | 0.98% | 14 |
|
|
2023
Q2 | $14.9M | Buy |
36,539
+9,864
| +37% | +$3.81M | 0.78% | 20 |
|
|
2023
Q1 | $10M | Buy |
26,675
+23,591
| +765% | +$8.65M | 0.61% | 28 |
|
|
2022
Q4 | $1.08M | Buy |
3,084
+1,359
| +79% | +$480K | 0.07% | 260 |
|
|
2022
Q3 | $566K | Sell |
1,725
-654
| -27% | -$239K | 0.04% | 374 |
|
|
2022
Q2 | $833K | Sell |
2,379
-132
| -5% | -$49.7K | 0.04% | 370 |
|
|
2022
Q1 | $1.04M | Sell |
2,511
-280
| -10% | -$115K | 0.04% | 341 |
|
|
2021
Q4 | $1.22M | Sell |
2,791
-58
| -2% | -$24.5K | 0.05% | 347 |
|
|
2021
Q3 | $1.14M | Buy |
2,849
+225
| +9% | +$91.3K | 0.04% | 342 |
|
|
2021
Q2 | $1.05M | Sell |
2,624
-3,118
| -54% | -$1.2M | 0.04% | 353 |
|
|
2021
Q1 | $2.2M | Buy |
5,742
+51
| +0.9% | +$18.1K | 0.06% | 277 |
|
|
2020
Q4 | $906K | Buy |
5,691
+4,253
| +296% | +$1.39M | 0.04% | 374 |
|
|
2020
Q3 | $436K | Buy |
1,438
+49
| +4% | +$14.9K | 0.02% | 467 |
|
|
2020
Q2 | $385K | Buy |
1,389
+445
| +47% | +$120K | 0.02% | 471 |
|
|
2020
Q1 | $246K | Sell |
944
-289
| -23% | -$81K | 0.02% | 551 |
|
|
2019
Q4 | $365K | Sell |
1,233
-310
| -20% | -$87.7K | 0.02% | 513 |
|
|
2019
Q3 | $418K | Buy |
1,543
+472
| +44% | +$128K | 0.03% | 454 |
|
|
2019
Q2 | $288K | Sell |
1,071
-35
| -3% | -$9.26K | 0.02% | 558 |
|
|
2019
Q1 | $287K | Buy |
1,106
+157
| +17% | +$39.2K | 0.02% | 544 |
|
|
2018
Q4 | $216K | Sell |
949
-1,227
| -56% | -$304K | 0.02% | 581 |
|
|
2018
Q3 | $581K | Buy |
2,176
+606
| +39% | +$159K | 0.04% | 352 |
|
|
2018
Q2 | $391K | Buy |
1,570
+164
| +12% | +$40.7K | 0.03% | 374 |
|
|
2018
Q1 | $340K | Sell |
1,406
-112
| -7% | -$28.1K | 0.03% | 389 |
|
|
2017
Q4 | $372K | Sell |
1,518
-966
| -39% | -$231K | 0.03% | 385 |
|
|
2017
Q3 | $573K | Sell |
2,484
-57
| -2% | -$12.9K | 0.06% | 280 |
|
|
2017
Q2 | $564K | Sell |
2,541
-132
| -5% | -$29.1K | 0.06% | 270 |
|
|
2017
Q1 | $578K | Buy |
2,673
+486
| +22% | +$104K | 0.06% | 249 |
|
|
2016
Q4 | $449K | Sell |
2,187
-24
| -1% | -$4.82K | 0.06% | 270 |
|
|
2016
Q3 | $439K | Buy |
2,211
+50
| +2% | +$9.92K | 0.06% | 269 |
|
|
2016
Q2 | $416K | Sell |
2,161
-950
| -31% | -$181K | 0.06% | 279 |
|
|
2016
Q1 | $590K | Buy |
+3,111
| New | +$557K | 0.09% | 211 |
|
Other funds holding VOO
VGA
AA
Geneos Wealth Management's VOO Position: Q1 2026 in Review
Geneos Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 13% in Q1 2026, buying an estimated $8.43M and bringing the position to 120,886 shares worth $72.2M. The position accounts for 1.68% of the portfolio, ranked #5.
Geneos Wealth Management first reported a position in VOO in Q1 2016 and has held it in 41 quarters since. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.
- Geneos Wealth Management held 120,886 shares of Vanguard S&P 500 ETF worth $72.2M as of Q1 2026.
- Geneos Wealth Management bought 13,479 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $8.43M.
- Vanguard S&P 500 ETF made up 1.68% of Geneos Wealth Management's portfolio in Q1 2026, its #5 holding.
- Geneos Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2016 and has held it in 41 quarters since.
- 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.