GWM
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Geneos Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Geneos Wealth Management’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.23M Sell
4,793
-18
-0.4% -$4.94K 0.03% 460
2025
Q4 		$1.34M Sell
4,811
-1
-0% -$286 0.03% 431
2025
Q3 		$1.41M Sell
4,812
-2,939
-38% -$848K 0.04% 410
2025
Q2 		$2.2M Sell
7,751
-2,709
-26% -$698K 0.05% 353
2025
Q1 		$3.83M Buy
10,460
+5,269
+102% +$1.37M 0.06% 341
2024
Q4 		$1.32M Sell
5,191
-172
-3% -$44.3K 0.05% 356
2024
Q3 		$1.31M Buy
5,363
+3,268
+156% +$761K 0.05% 350
2024
Q2 		$481K Buy
2,095
+64
+3% +$14.7K 0.02% 503
2024
Q1 		$479K Sell
2,031
-17
-0.8% -$3.81K 0.02% 503
2023
Q4 		$450K Sell
2,048
-224
-10% -$44.8K 0.02% 511
2023
Q3 		$442K Buy
2,272
+58
+3% +$11.8K 0.02% 490
2023
Q2 		$456K Buy
2,214
+349
+19% +$67.6K 0.02% 478
2023
Q1 		$363K Buy
1,865
+224
+14% +$42.9K 0.02% 506
2022
Q4 		$295K Buy
1,641
+71
+5% +$12.9K 0.02% 528
2022
Q3 		$267K Sell
1,570
-517
-25% -$97.9K 0.02% 534
2022
Q2 		$371K Sell
2,087
-900
-30% -$174K 0.02% 581
2022
Q1 		$665K Sell
2,987
-802
-21% -$177K 0.03% 469
2021
Q4 		$964K Sell
3,789
-662
-15% -$167K 0.04% 405
2021
Q3 		$1.06M Sell
4,451
-287
-6% -$69.5K 0.04% 367
2021
Q2 		$1.13M Sell
4,738
-7,559
-61% -$1.7M 0.04% 333
2021
Q1 		$2.77M Buy
12,297
+502
+4% +$109K 0.08% 248
2020
Q4 		$955K Buy
11,795
+9,100
+338% +$1.79M 0.04% 360
2020
Q3 		$475K Sell
2,695
-200
-7% -$35.3K 0.02% 441
2020
Q2 		$466K Hold
2,895
– – 0.03% 428
2020
Q1 		$364K Sell
2,895
-95
-3% -$14.4K 0.02% 440
2019
Q4 		$475K Buy
2,990
+74
+3% +$11.3K 0.03% 452
2019
Q3 		$429K Buy
2,916
+21
+0.7% +$3.15K 0.03% 442
2019
Q2 		$432K Sell
2,895
-33
-1% -$4.81K 0.03% 444
2019
Q1 		$418K Buy
2,928
+692
+31% +$93.1K 0.03% 443
2018
Q4 		$264K Hold
2,236
– – 0.02% 518
2018
Q3 		$318K Sell
2,236
-200
-8% -$28K 0.02% 492
2018
Q2 		$327K Buy
2,436
+500
+26% +$66.4K 0.03% 414
2018
Q1 		$250K Buy
1,936
+762
+65% +$100K 0.02% 468
2017
Q4 		$149K Buy
1,174
+853
+266% +$107K 0.01% 621
2017
Q3 		$39K Hold
321
– – ﹤0.01% 1075
2017
Q2 		$37K Buy
321
+6
+2% +$697 ﹤0.01% 1052
2017
Q1 		$35K Buy
315
+100
+47% +$11.1K ﹤0.01% 1028
2016
Q4 		$22K Buy
215
+200
+1,333% +$21K ﹤0.01% 1151
2016
Q3 		$1K Hold
15
– – ﹤0.01% 1931
2016
Q2 		$1K Hold
15
– – ﹤0.01% 1773
2016
Q1 		$1K Buy
+15
New +$1.4K ﹤0.01% 1756

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

Geneos Wealth Management reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 0.37% in Q1 2026, selling an estimated $4.94K and leaving 4,793 shares worth $1.23M. The position accounts for 0.03% of the portfolio, ranked #460.

Geneos Wealth Management first reported a position in VOT in Q1 2016 and has held it in 41 quarters since. The position peaked at $3.83M in Q1 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Geneos Wealth Management held 4,793 shares of Vanguard Mid-Cap Growth ETF worth $1.23M as of Q1 2026.
  • Geneos Wealth Management sold 18 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $4.94K.
  • Vanguard Mid-Cap Growth ETF made up 0.03% of Geneos Wealth Management's portfolio in Q1 2026, its #460 holding.
  • Geneos Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $3.83M in Q1 2025.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

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