GWM
YYY icon

Geneos Wealth Management’s Amplify CEF High Income ETF YYY Stock Holding History

Geneos Wealth Management’s Portfolio YYY Stock Details YYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,477
Closed -$29K – 3220
2025
Q2 		$29K Sell
2,477
-2,477
-50% -$27.9K ﹤0.01% 1849
2025
Q1 		$56.5K Buy
4,954
+2,477
+100% +$29.1K ﹤0.01% 1853
2024
Q4 		$28.5K Buy
+2,477
New +$29.9K ﹤0.01% 1564

Other funds holding YYY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
TCMP
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $456M AUM 13.52% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $969M AUM 19.22% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Geneos Wealth Management sold out of Amplify CEF High Income ETF (YYY) in Q3 2025, closing a stake of 2,477 shares — an estimated $29K sold.

Geneos Wealth Management first reported a position in YYY in Q4 2024 and held it in 3 quarters. The position peaked at $56.5K in Q1 2025. 85 funds tracked by Wall St. Rank hold YYY as of Q3 2025.

  • Geneos Wealth Management reported no remaining Amplify CEF High Income ETF position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 2,477 Amplify CEF High Income ETF shares in Q3 2025, an estimated $29K.
  • Geneos Wealth Management first reported a position in Amplify CEF High Income ETF in Q4 2024 and held it in 3 quarters.
  • Geneos Wealth Management's Amplify CEF High Income ETF position peaked at $56.5K in Q1 2025.
  • 85 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q3 2025.

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