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Geneos Wealth Management’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Geneos Wealth Management’s Portfolio VPL Stock Details VPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$51.9K Hold
531
– – ﹤0.01% 1415
2025
Q4 		$48K Hold
531
– – ﹤0.01% 1408
2025
Q3 		$46.6K Hold
531
– – ﹤0.01% 1409
2025
Q2 		$43.6K Sell
531
-665
-56% -$50.8K ﹤0.01% 1643
2025
Q1 		$86.7K Buy
1,196
+665
+125% +$48.7K ﹤0.01% 1646
2024
Q4 		$37.7K Hold
531
– – ﹤0.01% 1430
2024
Q3 		$41.6K Sell
531
-150
-22% -$11.4K ﹤0.01% 1262
2024
Q2 		$50.5K Hold
681
– – ﹤0.01% 1067
2024
Q1 		$51.8K Sell
681
-1,317
-66% -$96.3K ﹤0.01% 1053
2023
Q4 		$144K Buy
1,998
+67
+3% +$4.55K 0.01% 750
2023
Q3 		$129K Hold
1,931
– – 0.01% 798
2023
Q2 		$135K Hold
1,931
– – 0.01% 787
2023
Q1 		$131K Buy
1,931
+1,250
+184% +$83.9K 0.01% 762
2022
Q4 		$43.8K Buy
681
+531
+354% +$33.1K ﹤0.01% 1098
2022
Q3 		$8K Hold
150
– – ﹤0.01% 1594
2022
Q2 		$9K Hold
150
– – ﹤0.01% 2014
2022
Q1 		$11K Sell
150
-1,667
-92% -$125K ﹤0.01% 2068
2021
Q4 		$141K Sell
1,817
-73
-4% -$5.83K 0.01% 1038
2021
Q3 		$152K Hold
1,890
– – 0.01% 985
2021
Q2 		$156K Sell
1,890
-2,992
-61% -$248K 0.01% 964
2021
Q1 		$400K Sell
4,882
-286
-6% -$23.5K 0.01% 692
2020
Q4 		$145K Buy
5,168
+2,970
+135% +$218K 0.01% 971
2020
Q3 		$148K Hold
2,198
– – 0.01% 791
2020
Q2 		$140K Sell
2,198
-151
-6% -$9.11K 0.01% 783
2020
Q1 		$128K Sell
2,349
-1,235
-34% -$78.9K 0.01% 760
2019
Q4 		$250K Sell
3,584
-727
-17% -$49.9K 0.01% 613
2019
Q3 		$283K Sell
4,311
-119
-3% -$7.74K 0.02% 547
2019
Q2 		$292K Hold
4,430
– – 0.02% 551
2019
Q1 		$291K Buy
4,430
+1
+0% +$65 0.02% 538
2018
Q4 		$269K Sell
4,429
-741
-14% -$48K 0.02% 513
2018
Q3 		$367K Buy
5,170
+1,533
+42% +$107K 0.02% 455
2018
Q2 		$254K Sell
3,637
-191
-5% -$13.9K 0.02% 499
2018
Q1 		$279K Buy
3,828
+531
+16% +$39.3K 0.02% 443
2017
Q4 		$240K Buy
3,297
+1,966
+148% +$140K 0.02% 486
2017
Q3 		$90K Buy
1,331
+19
+1% +$1.28K 0.01% 728
2017
Q2 		$86K Sell
1,312
-158
-11% -$10.2K 0.01% 733
2017
Q1 		$93K Sell
1,470
-94
-6% -$5.82K 0.01% 677
2016
Q4 		$90K Buy
1,564
+1
+0.1% +$59 0.01% 641
2016
Q3 		$94K Sell
1,563
-256
-14% -$15.1K 0.01% 622
2016
Q2 		$101K Sell
1,819
-921
-34% -$51.4K 0.01% 584
2016
Q1 		$148K Buy
+2,740
New +$145K 0.02% 498

Other funds holding VPL

MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Geneos Wealth Management held its Vanguard FTSE Pacific ETF (VPL) position steady in Q1 2026 at 531 shares worth $51.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1415.

Geneos Wealth Management first reported a position in VPL in Q1 2016 and has held it in 41 quarters since. The position peaked at $400K in Q1 2021. 430 funds tracked by Wall St. Rank hold VPL as of Q1 2026.

  • Geneos Wealth Management held 531 shares of Vanguard FTSE Pacific ETF worth $51.9K as of Q1 2026.
  • Geneos Wealth Management left its Vanguard FTSE Pacific ETF share count unchanged in Q1 2026.
  • Vanguard FTSE Pacific ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1415 holding.
  • Geneos Wealth Management first reported a position in Vanguard FTSE Pacific ETF in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Vanguard FTSE Pacific ETF position peaked at $400K in Q1 2021.
  • 430 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2026.

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