Geneos Wealth Management’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.2K	Hold	541	–	–	﹤0.01%	1934
2025 Q4	$10.8K	Hold	541	–	–	﹤0.01%	1941
2025 Q3	$10.7K	Hold	541	–	–	﹤0.01%	1943
2025 Q2	$10.7K	Sell	541 -541	-50%	-$10.5K	﹤0.01%	2300
2025 Q1	$22K	Buy	1,082 +541	+100%	+$10.8K	﹤0.01%	2285
2024 Q4	$10.5K	Buy	+541	New	+$10.7K	﹤0.01%	2034

Other funds holding EIPI

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

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CBA

Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

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

Geneos Wealth Management held its FT Energy Income Partners Enhanced Income ETF (EIPI) position steady in Q1 2026 at 541 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1934.

Geneos Wealth Management first reported a position in EIPI in Q4 2024 and has held it in 6 quarters since. The position peaked at $22K in Q1 2025. 151 funds tracked by Wall St. Rank hold EIPI as of Q1 2026.

Geneos Wealth Management held 541 shares of FT Energy Income Partners Enhanced Income ETF worth $12.2K as of Q1 2026.
Geneos Wealth Management left its FT Energy Income Partners Enhanced Income ETF share count unchanged in Q1 2026.
FT Energy Income Partners Enhanced Income ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1934 holding.
Geneos Wealth Management first reported a position in FT Energy Income Partners Enhanced Income ETF in Q4 2024 and has held it in 6 quarters since.
Geneos Wealth Management's FT Energy Income Partners Enhanced Income ETF position peaked at $22K in Q1 2025.
151 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q1 2026.

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