GWM
VOX icon

Geneos Wealth Management’s Vanguard Communication Services ETF VOX Stock Holding History

Geneos Wealth Management’s Portfolio VOX Stock Details VOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$58.3K Hold
317
– – ﹤0.01% 1403
2026
Q1 		$57K Hold
317
– – ﹤0.01% 1373
2025
Q4 		$61.4K Sell
317
-18
-5% -$3.38K ﹤0.01% 1318
2025
Q3 		$62.9K Buy
335
+18
+6% +$3.21K ﹤0.01% 1290
2025
Q2 		$54.2K Buy
317
+254
+403% +$39.1K ﹤0.01% 1524
2025
Q1 		$9.35K Hold
63
– – ﹤0.01% 2284
2024
Q4 		$9.76K Hold
63
– – ﹤0.01% 2062
2024
Q3 		$9.16K Hold
63
– – ﹤0.01% 1874
2024
Q2 		$8.71K Sell
63
-217
-78% -$28.8K ﹤0.01% 1582
2024
Q1 		$36.7K Buy
280
+72
+35% +$9.04K ﹤0.01% 1175
2023
Q4 		$24.5K Sell
208
-14
-6% -$1.55K ﹤0.01% 1288
2023
Q3 		$23.4K Sell
222
-31
-12% -$3.35K ﹤0.01% 1321
2023
Q2 		$26.9K Buy
253
+176
+229% +$17.7K ﹤0.01% 1276
2023
Q1 		$7.44K Hold
77
– – ﹤0.01% 1624
2022
Q4 		$6.33K Hold
77
– – ﹤0.01% 1655
2022
Q3 		$6K Sell
77
-200
-72% -$19.1K ﹤0.01% 1666
2022
Q2 		$26K Buy
277
+3
+1% +$312 ﹤0.01% 1577
2022
Q1 		$32K Hold
274
– – ﹤0.01% 1579
2021
Q4 		$37K Hold
274
– – ﹤0.01% 1619
2021
Q3 		$39K Sell
274
-105
-28% -$15.3K ﹤0.01% 1606
2021
Q2 		$55K Sell
379
-875
-70% -$121K ﹤0.01% 1431
2021
Q1 		$173K Hold
1,254
– – ﹤0.01% 1038
2020
Q4 		$48K Buy
1,254
+1,004
+402% +$112K ﹤0.01% 1480
2020
Q3 		$25K Hold
250
– – ﹤0.01% 1556
2020
Q2 		$22K Buy
250
+200
+400% +$17.7K ﹤0.01% 1583
2020
Q1 		$3K Hold
50
– – ﹤0.01% 2214
2019
Q4 		$4K Sell
50
-20
-29% -$1.81K ﹤0.01% 2265
2019
Q3 		$6K Hold
70
– – ﹤0.01% 2076
2019
Q2 		$6K Buy
70
+20
+40% +$1.73K ﹤0.01% 2090
2019
Q1 		$4K Hold
50
– – ﹤0.01% 2115
2018
Q4 		$3K Hold
50
– – ﹤0.01% 2145
2018
Q3 		$4K Hold
50
– – ﹤0.01% 2137
2018
Q2 		$4K Sell
50
-276
-85% -$23.4K ﹤0.01% 2000
2018
Q1 		$27K Sell
326
-298
-48% -$26.4K ﹤0.01% 1264
2017
Q4 		$56K Sell
624
-74
-11% -$6.66K 0.01% 958
2017
Q3 		$64K Sell
698
-441
-39% -$40.7K 0.01% 856
2017
Q2 		$104K Sell
1,139
-949
-45% -$90K 0.01% 667
2017
Q1 		$198K Buy
2,088
+399
+24% +$39.3K 0.02% 484
2016
Q4 		$169K Sell
1,689
-46
-3% -$4.33K 0.02% 493
2016
Q3 		$163K Sell
1,735
-285
-14% -$27.7K 0.02% 489
2016
Q2 		$199K Sell
2,020
-144
-7% -$13.4K 0.03% 441
2016
Q1 		$202K Buy
+2,164
New +$186K 0.03% 429

Other funds holding VOX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Geneos Wealth Management's VOX Position: Q2 2026 in Review

Geneos Wealth Management held its Vanguard Communication Services ETF (VOX) position steady in Q2 2026 at 317 shares worth $58.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

Geneos Wealth Management first reported a position in VOX in Q1 2016 and has held it in 42 quarters since. The position peaked at $202K in Q1 2016. 505 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

  • Geneos Wealth Management held 317 shares of Vanguard Communication Services ETF worth $58.3K as of Q2 2026.
  • Geneos Wealth Management left its Vanguard Communication Services ETF share count unchanged in Q2 2026.
  • Vanguard Communication Services ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1403 holding.
  • Geneos Wealth Management first reported a position in Vanguard Communication Services ETF in Q1 2016 and has held it in 42 quarters since.
  • Geneos Wealth Management's Vanguard Communication Services ETF position peaked at $202K in Q1 2016.
  • 505 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.