GWM
IGA

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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$14.9K Sell
1,500
-1,500
-50% -$14.9K ﹤0.01% 2161
2025
Q1 		$29.5K Buy
3,000
+1,500
+100% +$14.7K ﹤0.01% 2159
2024
Q4 		$13.8K Hold
1,500
– – ﹤0.01% 1904
2024
Q3 		$14.3K Buy
+1,500
New +$14.3K ﹤0.01% 1689