Geneos Wealth Management’s Vanguard Russell 3000 ETF VTHR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.51M	Buy	4,493 +4,487	+74,783%	+$1.51M	0.03%	471
2026 Q2	$2.01K	Hold	6	–	–	﹤0.01%	2323
2026 Q1	$1.74K	Hold	6	–	–	﹤0.01%	2339
2025 Q4	$1.81K	Hold	6	–	–	﹤0.01%	2332
2025 Q3	$1.77K	Sell	6 -2,960	-100%	-$838K	﹤0.01%	2338
2025 Q2	$809K	Buy	2,966 +1,072	+57%	+$270K	0.02%	586
2025 Q1	$467K	Buy	+1,894	New	+$493K	0.02%	645
2022 Q3	–	Sell	-238	Closed	-$40K	–	2601
2022 Q2	$40K	Hold	238	–	–	﹤0.01%	1383
2022 Q1	$48K	Hold	238	–	–	﹤0.01%	1410
2021 Q4	$51K	Hold	238	–	–	﹤0.01%	1476
2021 Q3	$47K	Hold	238	–	–	﹤0.01%	1526
2021 Q2	$47K	Hold	238	–	–	﹤0.01%	1518
2021 Q1	$46K	Hold	238	–	–	﹤0.01%	1684
2020 Q4	$43K	Hold	238	–	–	﹤0.01%	1538
2020 Q3	$35K	Hold	238	–	–	﹤0.01%	1401
2020 Q2	$32K	Hold	238	–	–	﹤0.01%	1427
2020 Q1	$26K	Hold	238	–	–	﹤0.01%	1406
2019 Q4	$34K	Hold	238	–	–	﹤0.01%	1456
2019 Q3	$31K	Hold	238	–	–	﹤0.01%	1412
2019 Q2	$31K	Hold	238	–	–	﹤0.01%	1425
2019 Q1	$30K	Hold	238	–	–	﹤0.01%	1387
2018 Q4	$26K	Hold	238	–	–	﹤0.01%	1391
2018 Q3	$31K	Hold	238	–	–	﹤0.01%	1395
2018 Q2	$29K	Hold	238	–	–	﹤0.01%	1303
2018 Q1	$28K	Hold	238	–	–	﹤0.01%	1252
2017 Q4	$29K	Hold	238	–	–	﹤0.01%	1253
2017 Q3	$27K	Hold	238	–	–	﹤0.01%	1212
2017 Q2	$26K	Hold	238	–	–	﹤0.01%	1179
2017 Q1	$25K	Hold	238	–	–	﹤0.01%	1166
2016 Q4	$24K	Buy	+238	New	+$23.9K	﹤0.01%	1116

Other funds holding VTHR

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Geneos Wealth Management's VTHR Position: Q3 2026 in Review

Geneos Wealth Management increased its Vanguard Russell 3000 ETF (VTHR) stake by 74,783% in Q3 2026, buying an estimated $1.51M and bringing the position to 4,493 shares worth $1.51M. The position accounts for 0.03% of the portfolio, ranked #471.

Geneos Wealth Management first reported a position in VTHR in Q4 2016 and has held it in 30 quarters since. 157 funds tracked by Wall St. Rank hold VTHR as of Q3 2026.

Geneos Wealth Management held 4,493 shares of Vanguard Russell 3000 ETF worth $1.51M as of Q3 2026.
Geneos Wealth Management bought 4,487 Vanguard Russell 3000 ETF shares in Q3 2026, an estimated $1.51M.
Vanguard Russell 3000 ETF made up 0.03% of Geneos Wealth Management's portfolio in Q3 2026, its #471 holding.
Geneos Wealth Management first reported a position in Vanguard Russell 3000 ETF in Q4 2016 and has held it in 30 quarters since.
157 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.