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 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	Sell	6,869 -2,823	-29%	-$60.9K	﹤0.01%	1105
2025 Q1	$203K	Buy	9,692 +7,355	+315%	+$146K	﹤0.01%	1221
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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LIA

Luken Investment Analytics Brentwood, Tennessee $261M AUM 11.77% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

Geneos Wealth Management increased its FT Vest Gold Strategy Target Income ETF (IGLD) stake by 19% in Q1 2026, buying an estimated $11.3K and bringing the position to 2,678 shares worth $68.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1306.

Geneos Wealth Management first reported a position in IGLD in Q3 2022 and has held it in 15 quarters since. The position peaked at $203K in Q1 2025. 127 funds tracked by Wall St. Rank hold IGLD as of Q1 2026.

Geneos Wealth Management held 2,678 shares of FT Vest Gold Strategy Target Income ETF worth $68.4K as of Q1 2026.
Geneos Wealth Management bought 420 FT Vest Gold Strategy Target Income ETF shares in Q1 2026, an estimated $11.3K.
FT Vest Gold Strategy Target Income ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1306 holding.
Geneos Wealth Management first reported a position in FT Vest Gold Strategy Target Income ETF in Q3 2022 and has held it in 15 quarters since.
Geneos Wealth Management's FT Vest Gold Strategy Target Income ETF position peaked at $203K in Q1 2025.
127 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q1 2026.

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