Geneos Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$25.9K	Buy	519 +200	+63%	+$9.95K	﹤0.01%	1676
2025 Q4	$15.8K	Buy	+319	New	+$15.9K	﹤0.01%	1818
2025 Q3	–	Sell	-83,827	Closed	-$4.21M	–	3183
2025 Q2	$4.21M	Sell	83,827 -109,742	-57%	-$5.48M	0.1%	244
2025 Q1	$9.66M	Buy	193,569 +175,764	+987%	+$8.63M	0.14%	178
2024 Q4	$862K	Sell	17,805 -5,154	-22%	-$252K	0.03%	453
2024 Q3	$1.13M	Buy	22,959 +22,883	+30,109%	+$1.11M	0.04%	378
2024 Q2	$3.69K	Sell	76 -22	-22%	-$1.06K	﹤0.01%	1777
2024 Q1	$4.69K	Sell	98 -100	-51%	-$4.76K	﹤0.01%	1720
2023 Q4	$9.4K	Sell	198 -34,199	-99%	-$1.62M	﹤0.01%	1563
2023 Q3	$1.63M	Sell	34,397 -6,853	-17%	-$324K	0.08%	245
2023 Q2	$1.96M	Sell	41,250 -781	-2%	-$37.2K	0.1%	218
2023 Q1	$2.01M	Buy	42,031 +690	+2%	+$32.5K	0.12%	198
2022 Q4	$1.93M	Buy	41,341 +623	+2%	+$29.7K	0.12%	184
2022 Q3	$1.96M	Sell	40,718 -46,403	-53%	-$2.3M	0.13%	163
2022 Q2	$4.34M	Sell	87,121 -667	-0.8%	-$33.7K	0.21%	113
2022 Q1	$4.5M	Buy	87,788 +2,306	+3%	+$118K	0.19%	126
2021 Q4	$4.39M	Sell	85,482 -10,282	-11%	-$535K	0.17%	143
2021 Q3	$4.96M	Buy	95,764 +5,627	+6%	+$295K	0.19%	128
2021 Q2	$4.69M	Buy	90,137 +14,300	+19%	+$745K	0.18%	130
2021 Q1	$3.94M	Sell	75,837 -1,312	-2%	-$67.5K	0.11%	198
2020 Q4	$3.58M	Buy	77,149 +12,002	+18%	+$611K	0.14%	165
2020 Q3	$3.34M	Buy	65,147 +1,571	+2%	+$79.7K	0.17%	138
2020 Q2	$3.19M	Sell	63,576 -2,760	-4%	-$137K	0.18%	129
2020 Q1	$3.29M	Buy	66,336 +1,259	+2%	+$61.8K	0.22%	106
2019 Q4	$3.2M	Sell	65,077 -5,034	-7%	-$248K	0.17%	150
2019 Q3	$3.44M	Buy	70,111 +2,819	+4%	+$139K	0.21%	123
2019 Q2	$3.32M	Buy	67,292 +14,021	+26%	+$687K	0.21%	122
2019 Q1	$2.59M	Buy	53,271 +1,231	+2%	+$59.4K	0.17%	155
2018 Q4	$2.49M	Sell	52,040 -27,325	-34%	-$1.31M	0.18%	139
2018 Q3	$3.84M	Buy	79,365 +7,003	+10%	+$342K	0.26%	114
2018 Q2	$3.58M	Buy	+72,362	New	+$3.54M	0.28%	98
2018 Q1	–	Sell	-19,842	Closed	-$968K	–	2242
2017 Q4	$968K	Sell	19,842 -25	-0.1%	-$1.24K	0.09%	212
2017 Q3	$982K	Sell	19,867 -285	-1%	-$14.1K	0.1%	204
2017 Q2	$992K	Sell	20,152 -430	-2%	-$21.2K	0.1%	192
2017 Q1	$975K	Sell	20,582 -3,005	-13%	-$148K	0.1%	180
2016 Q4	$1.16M	Buy	23,587 +23,478	+21,539%	+$1.16M	0.15%	140
2016 Q3	$5K	Hold	109	–	–	﹤0.01%	1594
2016 Q2	$5K	Hold	109	–	–	﹤0.01%	1538
2016 Q1	$5K	Buy	+109	New	+$5.29K	﹤0.01%	1512

Other funds holding VTIP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Geneos Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 63% in Q1 2026, buying an estimated $9.95K and bringing the position to 519 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1676.

Geneos Wealth Management first reported a position in VTIP in Q1 2016 and has held it in 39 quarters since. The position peaked at $9.66M in Q1 2025. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Geneos Wealth Management held 519 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $25.9K as of Q1 2026.
Geneos Wealth Management bought 200 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $9.95K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1676 holding.
Geneos Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2016 and has held it in 39 quarters since.
Geneos Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $9.66M in Q1 2025.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

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