Geneos Wealth Management
GPIX icon

Geneos Wealth Management’s Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF GPIX Stock Holding History

Geneos Wealth Management’s Portfolio GPIX Stock Details GPIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$558K Buy
9,998
+3,860
+63% +$215K 0.01% 762
2026
Q2 		$341K Buy
6,138
+3,279
+115% +$178K 0.01% 834
2026
Q1 		$143K Buy
2,859
+554
+24% +$28.9K ﹤0.01% 1069
2025
Q4 		$122K Buy
+2,305
New +$121K ﹤0.01% 1086

Other funds holding GPIX

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Cornerstone Advisory
Cornerstone Advisory Hunt Valley, Maryland $1.29B AUM 13.16% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

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

Geneos Wealth Management increased its Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF (GPIX) stake by 63% in Q3 2026, buying an estimated $215K and bringing the position to 9,998 shares worth $558K. The position accounts for 0.01% of the portfolio, ranked #762.

Geneos Wealth Management first reported a position in GPIX in Q4 2025 and has held it in 4 quarters since. 319 funds tracked by Wall St. Rank hold GPIX as of Q3 2026.

  • Geneos Wealth Management held 9,998 shares of Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF worth $558K as of Q3 2026.
  • Geneos Wealth Management bought 3,860 Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF shares in Q3 2026, an estimated $215K.
  • Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF made up 0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #762 holding.
  • Geneos Wealth Management first reported a position in Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF in Q4 2025 and has held it in 4 quarters since.
  • 319 funds tracked by Wall St. Rank held Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF as of Q3 2026.

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