Geneos Wealth Management
GPIQ icon

Geneos Wealth Management’s Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF GPIQ Stock Holding History

Geneos Wealth Management’s Portfolio GPIQ Stock Details GPIQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$552K Buy
9,521
+936
+11% +$53.1K 0.01% 766
2026
Q2 		$509K Buy
8,585
+2,706
+46% +$152K 0.01% 729
2026
Q1 		$291K Buy
5,879
+1,164
+25% +$60.3K 0.01% 845
2025
Q4 		$249K Buy
4,715
+4,405
+1,421% +$233K 0.01% 855
2025
Q3 		$16.3K Buy
+310
New +$15.7K ﹤0.01% 1804

Other funds holding GPIQ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Requisite Capital Management
Requisite Capital Management Dallas, Texas $625M AUM 12.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
GGM Financials
GGM Financials Columbus, Ohio $311M AUM 7.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Geneos Wealth Management's GPIQ Position: Q3 2026 in Review

Geneos Wealth Management increased its Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF (GPIQ) stake by 11% in Q3 2026, buying an estimated $53.1K and bringing the position to 9,521 shares worth $552K. The position accounts for 0.01% of the portfolio, ranked #766.

Geneos Wealth Management first reported a position in GPIQ in Q3 2025 and has held it in 5 quarters since. 281 funds tracked by Wall St. Rank hold GPIQ as of Q3 2026.

  • Geneos Wealth Management held 9,521 shares of Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF worth $552K as of Q3 2026.
  • Geneos Wealth Management bought 936 Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF shares in Q3 2026, an estimated $53.1K.
  • Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF made up 0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #766 holding.
  • Geneos Wealth Management first reported a position in Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF in Q3 2025 and has held it in 5 quarters since.
  • 281 funds tracked by Wall St. Rank held Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.