GWM
GLRY icon

Geneos Wealth Management’s Inspire Growth ETF GLRY Stock Holding History

Geneos Wealth Management’s Portfolio GLRY Stock Details GLRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$86K Hold
2,317
– – ﹤0.01% 1224
2025
Q4 		$83K Hold
2,317
– – ﹤0.01% 1214
2025
Q3 		$86.2K Sell
2,317
-132
-5% -$4.55K ﹤0.01% 1168
2025
Q2 		$80.7K Sell
2,449
-2,449
-50% -$75.1K ﹤0.01% 1335
2025
Q1 		$141K Buy
4,898
+2,894
+144% +$89.1K ﹤0.01% 1389
2024
Q4 		$61.9K Buy
2,004
+197
+11% +$6.28K ﹤0.01% 1239
2024
Q3 		$56.8K Buy
1,807
+436
+32% +$13.4K ﹤0.01% 1157
2024
Q2 		$41.3K Buy
1,371
+515
+60% +$15.3K ﹤0.01% 1131
2024
Q1 		$25.7K Buy
856
+270
+46% +$7.47K ﹤0.01% 1282
2023
Q4 		$15.6K Buy
586
+298
+103% +$7.53K ﹤0.01% 1436
2023
Q3 		$7.27K Buy
288
+137
+91% +$3.54K ﹤0.01% 1646
2023
Q2 		$3.85K Hold
151
– – ﹤0.01% 1805
2023
Q1 		$3.64K Sell
151
-12
-7% -$286 ﹤0.01% 1802
2022
Q4 		$3.67K Hold
163
– – ﹤0.01% 1782
2022
Q3 		$3K Buy
+163
New +$3.59K ﹤0.01% 1783

Other funds holding GLRY

FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

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

Geneos Wealth Management held its Inspire Growth ETF (GLRY) position steady in Q1 2026 at 2,317 shares worth $86K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

Geneos Wealth Management first reported a position in GLRY in Q3 2022 and has held it in 15 quarters since. The position peaked at $141K in Q1 2025. 41 funds tracked by Wall St. Rank hold GLRY as of Q1 2026.

  • Geneos Wealth Management held 2,317 shares of Inspire Growth ETF worth $86K as of Q1 2026.
  • Geneos Wealth Management left its Inspire Growth ETF share count unchanged in Q1 2026.
  • Inspire Growth ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1224 holding.
  • Geneos Wealth Management first reported a position in Inspire Growth ETF in Q3 2022 and has held it in 15 quarters since.
  • Geneos Wealth Management's Inspire Growth ETF position peaked at $141K in Q1 2025.
  • 41 funds tracked by Wall St. Rank held Inspire Growth ETF as of Q1 2026.

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