Geneos Wealth Management’s Voya Financial VOYA Stock Holding History

Geneos Wealth Management’s Portfolio VOYA Stock Details VOYA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.73K	Buy	+40	New	+$2.9K	﹤0.01%	2269
2025 Q3	–	Sell	-714	Closed	-$50.7K	–	3179
2025 Q2	$50.7K	Sell	714 -1,250	-64%	-$80.2K	﹤0.01%	1561
2025 Q1	$133K	Buy	1,964 +1,457	+287%	+$102K	﹤0.01%	1413
2024 Q4	$34.9K	Hold	507	–	–	﹤0.01%	1464
2024 Q3	$40.2K	Buy	+507	New	+$36.2K	﹤0.01%	1275
2017 Q2	–	Sell	-41	Closed	-$1K	–	2141
2017 Q1	$1K	Hold	41	–	–	﹤0.01%	2026
2016 Q4	$1K	Hold	41	–	–	﹤0.01%	2004
2016 Q3	$1K	Buy	+41	New	+$1.12K	﹤0.01%	1932
2016 Q2	–	Sell	-46	Closed	-$1K	–	1858
2016 Q1	$1K	Buy	+46	New	+$1.39K	﹤0.01%	1757

Other funds holding VOYA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Geneos Wealth Management opened a new position in Voya Financial (VOYA) in Q1 2026: 40 shares worth $2.73K. The stake represents ﹤0.01% of the portfolio and ranks #2269 among its holdings. This is a return to the name: Geneos Wealth Management previously reported a position in VOYA as recently as Q2 2025.

Geneos Wealth Management first reported a position in VOYA in Q1 2016 and has held it in 9 quarters since. The position peaked at $133K in Q1 2025. 457 funds tracked by Wall St. Rank hold VOYA as of Q1 2026.

Geneos Wealth Management held 40 shares of Voya Financial worth $2.73K as of Q1 2026.
Voya Financial was a new Geneos Wealth Management position in Q1 2026.
Voya Financial made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2269 holding.
Geneos Wealth Management first reported a position in Voya Financial in Q1 2016 and has held it in 9 quarters since.
Geneos Wealth Management's Voya Financial position peaked at $133K in Q1 2025.
457 funds tracked by Wall St. Rank held Voya Financial as of Q1 2026.

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