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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
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% +$9.62K ﹤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 $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Geneos Wealth Management's IGLD Position: Q2 2026 in Review

Geneos Wealth Management reduced its FT Vest Gold Strategy Target Income ETF (IGLD) stake by 30% in Q2 2026, selling an estimated $19.1K and leaving 1,878 shares worth $39.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1549.

Geneos Wealth Management first reported a position in IGLD in Q3 2022 and has held it in 16 quarters since. The position peaked at $149K in Q2 2025. 146 funds tracked by Wall St. Rank hold IGLD as of Q2 2026.

  • Geneos Wealth Management held 1,878 shares of FT Vest Gold Strategy Target Income ETF worth $39.6K as of Q2 2026.
  • Geneos Wealth Management sold 800 FT Vest Gold Strategy Target Income ETF shares in Q2 2026, an estimated $19.1K.
  • FT Vest Gold Strategy Target Income ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1549 holding.
  • Geneos Wealth Management first reported a position in FT Vest Gold Strategy Target Income ETF in Q3 2022 and has held it in 16 quarters since.
  • Geneos Wealth Management's FT Vest Gold Strategy Target Income ETF position peaked at $149K in Q2 2025.
  • 146 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.