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Geneos Wealth Management’s ALPS Strategic Income Fund RIGS Stock Holding History

Geneos Wealth Management’s Portfolio RIGS Stock Details RIGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$36.6K Hold
1,600
– – ﹤0.01% 1543
2025
Q4 		$36.9K Hold
1,600
– – ﹤0.01% 1505
2025
Q3 		$37.2K Sell
1,600
-400
-20% -$9.26K ﹤0.01% 1487
2025
Q2 		$46.5K Sell
2,000
-2,000
-50% -$45.7K ﹤0.01% 1608
2025
Q1 		$92.4K Buy
4,000
+2,000
+100% +$45.8K ﹤0.01% 1610
2024
Q4 		$46.3K Hold
2,000
– – ﹤0.01% 1345
2024
Q3 		$47K Hold
2,000
– – ﹤0.01% 1217
2024
Q2 		$45.3K Hold
2,000
– – ﹤0.01% 1102
2024
Q1 		$45.8K Hold
2,000
– – ﹤0.01% 1096
2023
Q4 		$46.3K Hold
2,000
– – ﹤0.01% 1090
2023
Q3 		$44.3K Hold
2,000
– – ﹤0.01% 1112
2023
Q2 		$45.4K Hold
2,000
– – ﹤0.01% 1109
2023
Q1 		$46K Hold
2,000
– – ﹤0.01% 1104
2022
Q4 		$45.3K Hold
2,000
– – ﹤0.01% 1093
2022
Q3 		$44K Hold
2,000
– – ﹤0.01% 1069
2022
Q2 		$45K Hold
2,000
– – ﹤0.01% 1330
2022
Q1 		$47K Hold
2,000
– – ﹤0.01% 1419
2021
Q4 		$49K Hold
2,000
– – ﹤0.01% 1490
2021
Q3 		$49K Hold
2,000
– – ﹤0.01% 1508
2021
Q2 		$49K Hold
2,000
– – ﹤0.01% 1491
2021
Q1 		$49K Hold
2,000
– – ﹤0.01% 1648
2020
Q4 		$49K Hold
2,000
– – ﹤0.01% 1470
2020
Q3 		$48K Hold
2,000
– – ﹤0.01% 1273
2020
Q2 		$48K Hold
2,000
– – ﹤0.01% 1231
2020
Q1 		$43K Hold
2,000
– – ﹤0.01% 1188
2019
Q4 		$49K Buy
+2,000
New +$49.7K ﹤0.01% 1269

Other funds holding RIGS

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
MF
Meridian Financial Holliston, Massachusetts $183M AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Geneos Wealth Management held its ALPS Strategic Income Fund (RIGS) position steady in Q1 2026 at 1,600 shares worth $36.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1543.

Geneos Wealth Management first reported a position in RIGS in Q4 2019 and has held it in 26 quarters since. The position peaked at $92.4K in Q1 2025. 39 funds tracked by Wall St. Rank hold RIGS as of Q1 2026.

  • Geneos Wealth Management held 1,600 shares of ALPS Strategic Income Fund worth $36.6K as of Q1 2026.
  • Geneos Wealth Management left its ALPS Strategic Income Fund share count unchanged in Q1 2026.
  • ALPS Strategic Income Fund made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1543 holding.
  • Geneos Wealth Management first reported a position in ALPS Strategic Income Fund in Q4 2019 and has held it in 26 quarters since.
  • Geneos Wealth Management's ALPS Strategic Income Fund position peaked at $92.4K in Q1 2025.
  • 39 funds tracked by Wall St. Rank held ALPS Strategic Income Fund as of Q1 2026.

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