Geneos Wealth Management Inc.
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1764754
ENGLEWOOD, CO
Position in BIV
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$33,594,678
+$3,311,897 QoQ
Shares Held
435,277
+11.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,594,678 | 435,277 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $30,282,781 | 388,839 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $28,878,697 | 369,813 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $27,858,332 | 360,206 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $27,455,475 | 358,567 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $25,988,478 | 347,765 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $27,603,951 | 352,226 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $24,712,801 | 329,988 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $24,356,311 | 323,028 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $23,937,950 | 313,406 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $23,578,194 | 326,071 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $23,399,764 | 311,043 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $22,717,035 | 296,026 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $21,800,359 | 293,331 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $21,628,911 | 294,351 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $23,351,839 | 300,732 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $24,348,542 | 297,296 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $26,583,294 | 303,393 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $25,879,374 | 289,349 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $3,599,929 | 40,017 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $3,392,502 | 38,234 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $3,490,602 | 37,594 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $3,816,040 | 40,822 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $3,941,843 | 42,299 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $3,915,512 | 43,832 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||