Geneos Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11M	Buy	203,555 +37,229	+22%	+$2.09M	0.26%	89
2025 Q4	$8.94M	Buy	166,326 +11,845	+8%	+$643K	0.22%	115
2025 Q3	$8.37M	Sell	154,481 -116,688	-43%	-$6.01M	0.21%	125
2025 Q2	$13.4M	Sell	271,169 -102,114	-27%	-$4.74M	0.33%	72
2025 Q1	$24.4M	Buy	373,283 +239,018	+178%	+$10.8M	0.35%	67
2024 Q4	$5.91M	Sell	134,265 -6,603	-5%	-$307K	0.21%	110
2024 Q3	$6.74M	Buy	140,868 +7,800	+6%	+$347K	0.26%	90
2024 Q2	$5.82M	Buy	133,068 +6,789	+5%	+$292K	0.26%	86
2024 Q1	$5.27M	Sell	126,279 -3,305	-3%	-$135K	0.24%	101
2023 Q4	$5.33M	Sell	129,584 -2,001	-2%	-$79.4K	0.26%	94
2023 Q3	$5.16M	Buy	131,585 +25,746	+24%	+$1.05M	0.27%	99
2023 Q2	$4.31M	Buy	105,839 +28,785	+37%	+$1.16M	0.23%	122
2023 Q1	$3.11M	Buy	77,054 +40,367	+110%	+$1.64M	0.19%	140
2022 Q4	$1.43M	Sell	36,687 -2,835	-7%	-$108K	0.09%	219
2022 Q3	$1.44M	Sell	39,522 -3,150	-7%	-$128K	0.1%	205
2022 Q2	$1.77M	Buy	42,672 +2,109	+5%	+$91.1K	0.09%	223
2022 Q1	$1.87M	Sell	40,563 -4,978	-11%	-$239K	0.08%	233
2021 Q4	$2.25M	Buy	45,541 +17	+0%	+$857	0.09%	238
2021 Q3	$2.28M	Buy	45,524 +1,511	+3%	+$78.1K	0.09%	225
2021 Q2	$2.37M	Sell	44,013 -198,348	-82%	-$10.6M	0.09%	211
2021 Q1	$12.8M	Sell	242,361 -14,815	-6%	-$789K	0.36%	67
2020 Q4	$2.08M	Buy	257,176 +225,832	+720%	+$10.6M	0.08%	229
2020 Q3	$1.32M	Sell	31,344 -2,865	-8%	-$125K	0.07%	251
2020 Q2	$1.35M	Sell	34,209 -22,366	-40%	-$828K	0.08%	241
2020 Q1	$1.86M	Buy	56,575 +4,671	+9%	+$190K	0.13%	174
2019 Q4	$2.31M	Sell	51,904 -3,396	-6%	-$144K	0.12%	183
2019 Q3	$2.22M	Sell	55,300 -36,638	-40%	-$1.51M	0.13%	171
2019 Q2	$3.91M	Sell	91,938 -253	-0.3%	-$10.6K	0.24%	108
2019 Q1	$3.92M	Sell	92,191 -12,713	-12%	-$523K	0.26%	106
2018 Q4	$4.03M	Buy	104,904 +1,377	+1%	+$53.3K	0.3%	88
2018 Q3	$4.24M	Sell	103,527 -91,658	-47%	-$3.86M	0.28%	97
2018 Q2	$8.24M	Buy	195,185 +2,128	+1%	+$96.1K	0.64%	28
2018 Q1	$9.12M	Buy	193,057 +73,134	+61%	+$3.51M	0.8%	17
2017 Q4	$5.5M	Buy	119,923 +6,720	+6%	+$300K	0.49%	51
2017 Q3	$4.94M	Buy	113,203 +1,850	+2%	+$80.1K	0.49%	50
2017 Q2	$4.55M	Buy	111,353 +2,207	+2%	+$89.5K	0.47%	55
2017 Q1	$4.37M	Sell	109,146 -11,288	-9%	-$436K	0.45%	55
2016 Q4	$4.31M	Sell	120,434 -7,021	-6%	-$257K	0.57%	41
2016 Q3	$4.8M	Buy	127,455 +122,108	+2,284%	+$4.55M	0.65%	35
2016 Q2	$189K	Buy	5,347 +1,373	+35%	+$46.9K	0.03%	458
2016 Q1	$137K	Buy	+3,974	New	+$125K	0.02%	511

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Geneos Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 22% in Q1 2026, buying an estimated $2.09M and bringing the position to 203,555 shares worth $11M. The position accounts for 0.26% of the portfolio, ranked #89.

Geneos Wealth Management first reported a position in VWO in Q1 2016 and has held it in 41 quarters since. The position peaked at $24.4M in Q1 2025. 2,536 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

Geneos Wealth Management held 203,555 shares of Vanguard FTSE Emerging Markets ETF worth $11M as of Q1 2026.
Geneos Wealth Management bought 37,229 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $2.09M.
Vanguard FTSE Emerging Markets ETF made up 0.26% of Geneos Wealth Management's portfolio in Q1 2026, its #89 holding.
Geneos Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2016 and has held it in 41 quarters since.
Geneos Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $24.4M in Q1 2025.
2,536 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

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