Geneos Wealth Management Inc. Vanguard Whitehall Fds (Vangua Transaction History

Geneos Wealth Management Inc.

  • $3.85 Billion
  • Q4 2025

A detailed history of Geneos Wealth Management Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 66,950 shares of VYM stock, worth $9.44 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
66,950
Previous 64,596 3.64%
Holding current value
$9.44 Million
Previous $9.1 Million 3.69%
% of portfolio
0.24%
Previous 0.24%

Shares

41 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 28, 2026
BUY
$137.47 - $143.13 $323,604 - $336,928
2,354 Added 3.64%
66,950 $9.44 Million
Q3 2025

Oct 22, 2025
BUY
$132.9 - $142.03 $446,942 - $477,646
3,363 Added 5.49%
64,596 $9.1 Million
Q2 2025

Aug 18, 2025
BUY
$114.78 - $133.31 $2.61 Million - $3.03 Million
22,727 Added 59.02%
61,233 $8.16 Million
Q1 2025

May 21, 2025
SELL
$126.11 - $135.06 $2.64 Million - $2.83 Million
-20,950 Reduced 35.24%
38,506 $4.97 Million
Q1 2025

May 07, 2025
BUY
$126.11 - $135.06 $2.97 Million - $3.18 Million
23,574 Added 65.7%
59,456 $7.67 Million
Q4 2024

Jan 21, 2025
BUY
$126.68 - $134.74 $385,740 - $410,283
3,045 Added 9.27%
35,882 $4.58 Million
Q3 2024

Nov 14, 2024
SELL
$117.9 - $128.2 $134,288 - $146,019
-1,139 Reduced 3.35%
32,837 $4.21 Million
Q2 2024

Jul 23, 2024
SELL
$114.71 - $121.51 $13,765 - $14,581
-120 Reduced 0.35%
33,976 $4.03 Million
Q1 2024

May 03, 2024
BUY
$109.98 - $120.99 $27,275 - $30,005
248 Added 0.73%
34,096 $4.13 Million
Q4 2023

Jan 26, 2024
BUY
$98.71 - $111.84 $50,243 - $56,926
509 Added 1.53%
33,848 $3.78 Million
Q3 2023

Oct 11, 2023
BUY
$103.32 - $110.34 $29,859 - $31,888
289 Added 0.87%
33,339 $3.44 Million
Q2 2023

Aug 08, 2023
SELL
$101.36 - $107.68 $121,226 - $128,785
-1,196 Reduced 3.49%
33,050 $3.51 Million
Q1 2023

Apr 25, 2023
BUY
$100.82 - $111.44 $326,555 - $360,954
3,239 Added 10.45%
34,246 $3.61 Million
Q4 2022

Jan 30, 2023
BUY
$96.14 - $113.15 $130,750 - $153,884
1,360 Added 4.59%
31,007 $3.36 Million
Q3 2022

Nov 14, 2022
SELL
$94.88 - $110.28 $531,043 - $617,237
-5,597 Reduced 15.88%
29,647 $2.81 Million
Q2 2022

Jul 22, 2022
BUY
$99.2 - $114.57 $99,001 - $114,340
998 Added 2.91%
35,244 $0
Q1 2022

May 16, 2022
BUY
$107.24 - $115.01 $11,367 - $12,191
106 Added 0.31%
34,246 $3.84 Million
Q4 2021

Feb 09, 2022
BUY
$104.33 - $112.16 $627,753 - $674,866
6,017 Added 21.4%
34,140 $3.83 Million
Q3 2021

Nov 09, 2021
BUY
$102.3 - $108.36 $113,655 - $120,387
1,111 Added 4.11%
28,123 $2.94 Million
Q2 2021

Jul 08, 2021
SELL
$101.6 - $107.95 $1.69 Million - $1.79 Million
-16,588 Reduced 38.05%
27,012 $2.85 Million
Q1 2021

Jun 17, 2021
BUY
$90.4 - $101.83 $26,396 - $29,734
292 Added 0.67%
43,600 $4.52 Million
Q4 2020

May 19, 2021
BUY
$78.88 - $92.1 $1.9 Million - $2.22 Million
24,086 Added 125.3%
43,308 $2.41 Million
Q3 2020

Sep 07, 2021
SELL
$77.57 - $85.18 $23,891 - $26,235
-308 Reduced 1.58%
19,222 $1.53 Million
Q2 2020

Sep 07, 2021
SELL
$67.79 - $86.78 $92,940 - $118,975
-1,371 Reduced 6.56%
19,530 $1.5 Million
Q1 2020

Sep 07, 2021
BUY
$60.97 - $94.78 $45,117 - $70,137
740 Added 3.67%
20,901 $1.46 Million
Q4 2019

Sep 07, 2021
SELL
$85.84 - $94.47 $686 - $755
-8 Reduced 0.04%
20,161 $1.89 Million
Q3 2019

Sep 07, 2021
BUY
$88.2 - $89.75 $78,850 - $80,236
894 Added 4.64%
20,169 $1.78 Million
Q2 2019

Sep 07, 2021
SELL
N/A
-156 Reduced 0.8%
19,275 $1.68 Million
Q1 2019

Sep 07, 2021
SELL
N/A
-609 Reduced 3.04%
19,431 $1.66 Million
Q4 2018

Sep 07, 2021
BUY
N/A
390 Added 1.98%
20,040 $1.55 Million
Q3 2018

Sep 07, 2021
BUY
N/A
793 Added 4.21%
19,650 $1.71 Million
Q2 2018

Sep 07, 2021
SELL
N/A
-939 Reduced 4.74%
18,857 $1.57 Million
Q1 2018

Sep 07, 2021
BUY
N/A
468 Added 2.42%
19,796 $1.63 Million
Q4 2017

Sep 07, 2021
SELL
N/A
-603 Reduced 3.03%
19,328 $1.66 Million
Q3 2017

Sep 07, 2021
BUY
N/A
1,014 Added 5.36%
19,931 $1.62 Million
Q2 2017

Sep 07, 2021
BUY
N/A
4,892 Added 34.88%
18,917 $1.48 Million
Q1 2017

Sep 07, 2021
BUY
N/A
1,327 Added 10.45%
14,025 $1.09 Million
Q4 2016

Sep 07, 2021
BUY
N/A
2,058 Added 19.34%
12,698 $962,000
Q3 2016

Sep 07, 2021
BUY
N/A
1,484 Added 16.21%
10,640 $767,000
Q2 2016

Sep 07, 2021
SELL
N/A
-1,945 Reduced 17.52%
9,156 $654,000
Q1 2016

Sep 07, 2021
BUY
N/A
11,101
11,101 $769,000

Others Institutions Holding VYM

# of Institutions
2,131
Shares Held
190M
Call Options Held
2.01M
Put Options Held
167K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

VYM Quotes by TradingView
  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email