Geneos Wealth Management
IGLD icon

Geneos Wealth Management’s FT Vest Gold Strategy Target Income ETF IGLD Stock Holding History

Geneos Wealth Management’s Portfolio IGLD Stock Details IGLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$38.2K Hold
1,878
– – ﹤0.01% 1815
2026
Q2 		$39.6K Sell
1,878
-800
-30% -$19.1K ﹤0.01% 1549
2026
Q1 		$68.4K Buy
2,678
+420
+19% +$11.3K ﹤0.01% 1306
2025
Q4 		$56.5K Sell
2,258
-1,215
-35% -$30.4K ﹤0.01% 1350
2025
Q3 		$83.1K Sell
3,473
-3,396
-49% -$75.7K ﹤0.01% 1185
2025
Q2 		$149K Buy
6,869
+4,046
+143% +$87.3K ﹤0.01% 1105
2025
Q1 		$59.2K Buy
2,823
+486
+21% +$9.6K ﹤0.01% 1401
2024
Q4 		$44.1K Hold
2,337
– – ﹤0.01% 1362
2024
Q3 		$50.4K Hold
2,337
– – ﹤0.01% 1196
2024
Q2 		$46.8K Hold
2,337
– – ﹤0.01% 1094
2024
Q1 		$46K Hold
2,337
– – ﹤0.01% 1093
2023
Q4 		$44.9K Hold
2,337
– – ﹤0.01% 1102
2023
Q3 		$42.3K Hold
2,337
– – ﹤0.01% 1126
2023
Q2 		$44.7K Buy
2,337
+1,537
+192% +$30.2K ﹤0.01% 1111
2023
Q1 		$15.8K Hold
800
– – ﹤0.01% 1421
2022
Q4 		$15.2K Hold
800
– – ﹤0.01% 1415
2022
Q3 		$14K Buy
+800
New +$15.1K ﹤0.01% 1433

Other funds holding IGLD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
XML Financial
XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return
Bullseye Investment Management
Bullseye Investment Management Cincinnati, Ohio $203M AUM 7.76% 1-Year Est. Return
HFG Wealth Management
HFG Wealth Management The Woodlands, Texas $99M AUM 10.46% 1-Year Est. Return
3EDGE Asset Management
3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return
ARQ Wealth Advisors
ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return
Thrive Capital Management (Pennsylvania)
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $557M AUM 16.31% 1-Year Est. Return

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

Geneos Wealth Management held its FT Vest Gold Strategy Target Income ETF (IGLD) position steady in Q3 2026 at 1,878 shares worth $38.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1815.

Geneos Wealth Management first reported a position in IGLD in Q3 2022 and has held it in 17 quarters since. The position peaked at $149K in Q2 2025. 97 funds tracked by Wall St. Rank hold IGLD as of Q3 2026.

  • Geneos Wealth Management held 1,878 shares of FT Vest Gold Strategy Target Income ETF worth $38.2K as of Q3 2026.
  • Geneos Wealth Management left its FT Vest Gold Strategy Target Income ETF share count unchanged in Q3 2026.
  • FT Vest Gold Strategy Target Income ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1815 holding.
  • Geneos Wealth Management first reported a position in FT Vest Gold Strategy Target Income ETF in Q3 2022 and has held it in 17 quarters since.
  • Geneos Wealth Management's FT Vest Gold Strategy Target Income ETF position peaked at $149K in Q2 2025.
  • 97 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q3 2026.

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