GWM
VPLS

Geneos Wealth Management’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Geneos Wealth Management’s Portfolio VPLS Stock Details VPLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$48.5K Hold
625
– – ﹤0.01% 1445
2025
Q4 		$48.8K Buy
625
+250
+67% +$19.7K ﹤0.01% 1401
2025
Q3 		$29.5K Buy
+375
New +$29.2K ﹤0.01% 1579

Other funds holding VPLS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $192M AUM 10.51% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
FCFC
First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $322M AUM 14.31% 1-Year Est. Return

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

Geneos Wealth Management held its Vanguard Core Plus Bond ETF (VPLS) position steady in Q1 2026 at 625 shares worth $48.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1445.

Geneos Wealth Management first reported a position in VPLS in Q3 2025 and has held it in 3 quarters since. The position peaked at $48.8K in Q4 2025. 145 funds tracked by Wall St. Rank hold VPLS as of Q1 2026.

  • Geneos Wealth Management held 625 shares of Vanguard Core Plus Bond ETF worth $48.5K as of Q1 2026.
  • Geneos Wealth Management left its Vanguard Core Plus Bond ETF share count unchanged in Q1 2026.
  • Vanguard Core Plus Bond ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1445 holding.
  • Geneos Wealth Management first reported a position in Vanguard Core Plus Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Geneos Wealth Management's Vanguard Core Plus Bond ETF position peaked at $48.8K in Q4 2025.
  • 145 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q1 2026.

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