Geneos Wealth Management’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-125	Closed	-$8.87K	–	2539
2026 Q1	$8.87K	Hold	125	–	–	﹤0.01%	2017
2025 Q4	$9K	Hold	125	–	–	﹤0.01%	1990
2025 Q3	$9.18K	Hold	125	–	–	﹤0.01%	1986
2025 Q2	$9.17K	Sell	125 -125	-50%	-$9.12K	﹤0.01%	2359
2025 Q1	$18.9K	Buy	+250	New	+$19.5K	﹤0.01%	2337
2021 Q2	–	Sell	-163	Closed	-$14K	–	3135
2021 Q1	$14K	Buy	+163	New	+$13.7K	﹤0.01%	2249

Other funds holding WOOD

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CMMS

Comprehensive Money Management Services Coral Gables, Florida $159M AUM 18.94% 1-Year Est. Return

LIA

Lynx Investment Advisory Washington, Dc, District of Columbia $305M AUM 23.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geneos Wealth Management's WOOD Position: Q2 2026 in Review

Geneos Wealth Management sold out of iShares Global Timber & Forestry ETF (WOOD) in Q2 2026, closing a stake of 125 shares — an estimated $8.87K sold.

Geneos Wealth Management first reported a position in WOOD in Q1 2021 and held it in 6 quarters. The position peaked at $18.9K in Q1 2025. 78 funds tracked by Wall St. Rank hold WOOD as of Q2 2026.

Geneos Wealth Management reported no remaining iShares Global Timber & Forestry ETF position as of Q2 2026 after selling out during the quarter.
Geneos Wealth Management sold 125 iShares Global Timber & Forestry ETF shares in Q2 2026, an estimated $8.87K.
Geneos Wealth Management first reported a position in iShares Global Timber & Forestry ETF in Q1 2021 and held it in 6 quarters.
Geneos Wealth Management's iShares Global Timber & Forestry ETF position peaked at $18.9K in Q1 2025.
78 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.