Geneos Wealth Management’s Global X MLP ETF MLPA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-151	Closed	-$7.58K	–	2905
2025 Q2	$7.58K	Buy	+151	New	+$7.52K	﹤0.01%	2425
2022 Q3	–	Sell	-20,562	Closed	-$769K	–	2354
2022 Q2	$769K	Sell	20,562 -1,552	-7%	-$62.9K	0.04%	394
2022 Q1	$891K	Buy	22,114 +363	+2%	+$14.1K	0.04%	386
2021 Q4	$760K	Buy	21,751 +19	+0.1%	+$682	0.03%	471
2021 Q3	$776K	Buy	21,732 +19	+0.1%	+$671	0.03%	454
2021 Q2	$851K	Buy	21,713 +1,869	+9%	+$68.8K	0.03%	413
2021 Q1	$701K	Hold	19,844	–	–	0.02%	535
2020 Q4	$658K	Buy	19,844 +9,206	+87%	+$238K	0.03%	460
2020 Q3	$228K	Sell	10,638 -15	-0.1%	-$382	0.01%	644
2020 Q2	$284K	Buy	+10,653	New	+$288K	0.02%	561

Other funds holding MLPA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Geneos Wealth Management's MLPA Position: Q3 2025 in Review

Geneos Wealth Management sold out of Global X MLP ETF (MLPA) in Q3 2025, closing a stake of 151 shares — an estimated $7.58K sold.

Geneos Wealth Management first reported a position in MLPA in Q2 2020 and held it in 10 quarters. The position peaked at $891K in Q1 2022. 225 funds tracked by Wall St. Rank hold MLPA as of Q3 2025.

Geneos Wealth Management reported no remaining Global X MLP ETF position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 151 Global X MLP ETF shares in Q3 2025, an estimated $7.58K.
Geneos Wealth Management first reported a position in Global X MLP ETF in Q2 2020 and held it in 10 quarters.
Geneos Wealth Management's Global X MLP ETF position peaked at $891K in Q1 2022.
225 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.