Geneos Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$93.1K	Sell	1,795 -158	-8%	-$8.29K	﹤0.01%	1233
2026 Q1	$103K	Buy	1,953 +383	+24%	+$19.5K	﹤0.01%	1158
2025 Q4	$73.8K	Hold	1,570	–	–	﹤0.01%	1257
2025 Q3	$73.7K	Hold	1,570	–	–	﹤0.01%	1228
2025 Q2	$76.7K	Sell	1,570 -50	-3%	-$2.42K	﹤0.01%	1362
2025 Q1	$84.1K	Buy	1,620 +50	+3%	+$2.57K	﹤0.01%	1234
2024 Q4	$75.6K	Buy	1,570 +965	+160%	+$46.4K	﹤0.01%	1160
2024 Q3	$28.5K	Hold	605	–	–	﹤0.01%	1415
2024 Q2	$29K	Sell	605 -220	-27%	-$10.3K	﹤0.01%	1246
2024 Q1	$39.2K	Sell	825 -61	-7%	-$2.74K	﹤0.01%	1155
2023 Q4	$37.7K	Sell	886 -167	-16%	-$7.08K	﹤0.01%	1156
2023 Q3	$44.4K	Hold	1,053	–	–	﹤0.01%	1111
2023 Q2	$41.3K	Buy	1,053 +286	+37%	+$11.1K	﹤0.01%	1131
2023 Q1	$29.6K	Sell	767 -101	-12%	-$3.96K	﹤0.01%	1228
2022 Q4	$33K	Sell	868 -570	-40%	-$22.4K	﹤0.01%	1193
2022 Q3	$52K	Sell	1,438 -19,543	-93%	-$744K	﹤0.01%	1011
2022 Q2	$733K	Sell	20,981 -4,048	-16%	-$155K	0.04%	403
2022 Q1	$958K	Sell	25,029 -909	-4%	-$33.4K	0.04%	369
2021 Q4	$849K	Sell	25,938 -2,523	-9%	-$85.5K	0.03%	445
2021 Q3	$961K	Sell	28,461 -1,377	-5%	-$46K	0.04%	393
2021 Q2	$1.1M	Buy	29,838 +231	+0.8%	+$7.93K	0.04%	340
2021 Q1	$969K	Sell	29,607 -447	-1%	-$13.1K	0.03%	428
2020 Q4	$925K	Sell	30,054 -694	-2%	-$16.7K	0.04%	368
2020 Q3	$601K	Sell	30,748 -21	-0.1%	-$486	0.03%	391
2020 Q2	$747K	Buy	+30,769	New	+$754K	0.04%	331

Other funds holding AMLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Geneos Wealth Management reduced its Alerian MLP ETF (AMLP) stake by 8.1% in Q2 2026, selling an estimated $8.29K and leaving 1,795 shares worth $93.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1233.

Geneos Wealth Management first reported a position in AMLP in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.1M in Q2 2021. 810 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Geneos Wealth Management held 1,795 shares of Alerian MLP ETF worth $93.1K as of Q2 2026.
Geneos Wealth Management sold 158 Alerian MLP ETF shares in Q2 2026, an estimated $8.29K.
Alerian MLP ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1233 holding.
Geneos Wealth Management first reported a position in Alerian MLP ETF in Q2 2020 and has held it in 25 quarters since.
Geneos Wealth Management's Alerian MLP ETF position peaked at $1.1M in Q2 2021.
810 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

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