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Geneos Wealth Management’s VictoryShares Dividend Accelerator ETF VSDA Stock Holding History

Geneos Wealth Management’s Portfolio VSDA Stock Details VSDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-300
Closed -$15.5K – 3239
2025
Q1 		$15.5K Buy
300
+150
+100% +$7.75K ﹤0.01% 2431
2024
Q4 		$7.63K Hold
150
– – ﹤0.01% 2168
2024
Q3 		$7.97K Sell
150
-50
-25% -$2.54K ﹤0.01% 1918
2024
Q2 		$9.66K Sell
200
-400
-67% -$19.5K ﹤0.01% 1559
2024
Q1 		$30.2K Sell
600
-125
-17% -$6.02K ﹤0.01% 1244
2023
Q4 		$34.5K Hold
725
– – ﹤0.01% 1184
2023
Q3 		$31.5K Sell
725
-400
-36% -$18.3K ﹤0.01% 1215
2023
Q2 		$52K Hold
1,125
– – ﹤0.01% 1071
2023
Q1 		$50.9K Sell
1,125
-60
-5% -$2.71K ﹤0.01% 1078
2022
Q4 		$52.9K Sell
1,185
-40
-3% -$1.75K ﹤0.01% 1036
2022
Q3 		$48K Hold
1,225
– – ﹤0.01% 1048
2022
Q2 		$51K Hold
1,225
– – ﹤0.01% 1279
2022
Q1 		$56K Hold
1,225
– – ﹤0.01% 1335
2021
Q4 		$58K Hold
1,225
– – ﹤0.01% 1415
2021
Q3 		$53K Hold
1,225
– – ﹤0.01% 1470
2021
Q2 		$54K Buy
1,225
+325
+36% +$14.1K ﹤0.01% 1445
2021
Q1 		$38K Hold
900
– – ﹤0.01% 1776
2020
Q4 		$37K Buy
+900
New +$34.4K ﹤0.01% 1605

Other funds holding VSDA

GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
PFPT
Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DP
DDD Partners Bellevue, Washington $1.45B AUM 9.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

Geneos Wealth Management's VSDA Position: Q2 2025 in Review

Geneos Wealth Management sold out of VictoryShares Dividend Accelerator ETF (VSDA) in Q2 2025, closing a stake of 300 shares — an estimated $15.5K sold.

Geneos Wealth Management first reported a position in VSDA in Q4 2020 and held it in 18 quarters. The position peaked at $58K in Q4 2021. 46 funds tracked by Wall St. Rank hold VSDA as of Q2 2025.

  • Geneos Wealth Management reported no remaining VictoryShares Dividend Accelerator ETF position as of Q2 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 300 VictoryShares Dividend Accelerator ETF shares in Q2 2025, an estimated $15.5K.
  • Geneos Wealth Management first reported a position in VictoryShares Dividend Accelerator ETF in Q4 2020 and held it in 18 quarters.
  • Geneos Wealth Management's VictoryShares Dividend Accelerator ETF position peaked at $58K in Q4 2021.
  • 46 funds tracked by Wall St. Rank held VictoryShares Dividend Accelerator ETF as of Q2 2025.

Based on Geneos Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.