Geneos Wealth Management’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.3K	Hold	1,500	–	–	﹤0.01%	1890
2025 Q4	$14.6K	Hold	1,500	–	–	﹤0.01%	1847
2025 Q3	$14.9K	Hold	1,500	–	–	﹤0.01%	1833
2025 Q2	$14.9K	Sell	1,500 -1,500	-50%	-$14.7K	﹤0.01%	2161
2025 Q1	$29.5K	Buy	3,000 +1,500	+100%	+$14.3K	﹤0.01%	2159
2024 Q4	$13.8K	Hold	1,500	–	–	﹤0.01%	1904
2024 Q3	$14.3K	Buy	+1,500	New	+$13.8K	﹤0.01%	1689

Other funds holding IGA

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Geneos Wealth Management held its Voya Global Advantage and Premium Opportunity Fund (IGA) position steady in Q1 2026 at 1,500 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1890.

Geneos Wealth Management first reported a position in IGA in Q3 2024 and has held it in 7 quarters since. The position peaked at $29.5K in Q1 2025. 39 funds tracked by Wall St. Rank hold IGA as of Q1 2026.

Geneos Wealth Management held 1,500 shares of Voya Global Advantage and Premium Opportunity Fund worth $14.3K as of Q1 2026.
Geneos Wealth Management left its Voya Global Advantage and Premium Opportunity Fund share count unchanged in Q1 2026.
Voya Global Advantage and Premium Opportunity Fund made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1890 holding.
Geneos Wealth Management first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q3 2024 and has held it in 7 quarters since.
Geneos Wealth Management's Voya Global Advantage and Premium Opportunity Fund position peaked at $29.5K in Q1 2025.
39 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q1 2026.

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