Geneos Wealth Management’s State Street Global Allocation ETF GAL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.52M	Buy	30,645 +10,935	+55%	+$553K	0.04%	407
2025 Q4	$975K	Buy	19,710 +17,610	+839%	+$874K	0.02%	510
2025 Q3	$103K	Buy	+2,100	New	+$101K	﹤0.01%	1112
2024 Q1	–	Sell	-1,942	Closed	-$80.5K	–	2168
2023 Q4	$80.5K	Sell	1,942 -1,344	-41%	-$52.6K	﹤0.01%	902
2023 Q3	$126K	Hold	3,286	–	–	0.01%	807
2023 Q2	$131K	Hold	3,286	–	–	0.01%	798
2023 Q1	$128K	Sell	3,286 -608	-16%	-$23.6K	0.01%	770
2022 Q4	$146K	Hold	3,894	–	–	0.01%	727
2022 Q3	$140K	Buy	3,894 +1,234	+46%	+$48.3K	0.01%	707
2022 Q2	$104K	Buy	2,660 +392	+17%	+$16.2K	0.01%	994
2022 Q1	$99K	Hold	2,268	–	–	﹤0.01%	1099
2021 Q4	$104K	Buy	+2,268	New	+$106K	﹤0.01%	1150
2021 Q2	–	Sell	-2,419	Closed	-$109K	–	2948
2021 Q1	$109K	Buy	+2,419	New	+$106K	﹤0.01%	1264

Other funds holding GAL

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

MWM

Manske Wealth Management Houston, Texas $357M AUM 20.31% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return

BFA

Bright Financial Advisors Portage, Michigan $218M AUM 17.53% 1-Year Est. Return

4PL

46 Peaks LLC Newtown, Pennsylvania $137M AUM

PAYA

Phil A. Younker & Associates Fairbanks, Alaska $150M AUM 9.85% 1-Year Est. Return

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

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

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

Geneos Wealth Management increased its State Street Global Allocation ETF (GAL) stake by 55% in Q1 2026, buying an estimated $553K and bringing the position to 30,645 shares worth $1.52M. The position accounts for 0.04% of the portfolio, ranked #407.

Geneos Wealth Management first reported a position in GAL in Q1 2021 and has held it in 13 quarters since. 72 funds tracked by Wall St. Rank hold GAL as of Q1 2026.

Geneos Wealth Management held 30,645 shares of State Street Global Allocation ETF worth $1.52M as of Q1 2026.
Geneos Wealth Management bought 10,935 State Street Global Allocation ETF shares in Q1 2026, an estimated $553K.
State Street Global Allocation ETF made up 0.04% of Geneos Wealth Management's portfolio in Q1 2026, its #407 holding.
Geneos Wealth Management first reported a position in State Street Global Allocation ETF in Q1 2021 and has held it in 13 quarters since.
72 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q1 2026.

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