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Geneos Wealth Management’s Strategy Shares Gold-Hedged Bond ETF GOLY Stock Holding History

Geneos Wealth Management’s Portfolio GOLY Stock Details GOLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.6K Hold
769
– – ﹤0.01% 1721
2025
Q4 		$26.9K Hold
769
– – ﹤0.01% 1624
2025
Q3 		$25.4K Hold
769
– – ﹤0.01% 1633
2025
Q2 		$22.6K Sell
769
-769
-50% -$22K ﹤0.01% 1974
2025
Q1 		$42.7K Buy
+1,538
New +$39.8K ﹤0.01% 2001

Other funds holding GOLY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
UWM
Urban Wealth Management El Segundo, California $115M AUM
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

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

Geneos Wealth Management held its Strategy Shares Gold-Hedged Bond ETF (GOLY) position steady in Q1 2026 at 769 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1721.

Geneos Wealth Management first reported a position in GOLY in Q1 2025 and has held it in 5 quarters since. The position peaked at $42.7K in Q1 2025. 46 funds tracked by Wall St. Rank hold GOLY as of Q1 2026.

  • Geneos Wealth Management held 769 shares of Strategy Shares Gold-Hedged Bond ETF worth $22.6K as of Q1 2026.
  • Geneos Wealth Management left its Strategy Shares Gold-Hedged Bond ETF share count unchanged in Q1 2026.
  • Strategy Shares Gold-Hedged Bond ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1721 holding.
  • Geneos Wealth Management first reported a position in Strategy Shares Gold-Hedged Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Geneos Wealth Management's Strategy Shares Gold-Hedged Bond ETF position peaked at $42.7K in Q1 2025.
  • 46 funds tracked by Wall St. Rank held Strategy Shares Gold-Hedged Bond ETF as of Q1 2026.

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