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GeoWealth Management’s VanEck Energy Income ETF EINC Stock Holding History

GeoWealth Management’s Portfolio EINC Stock Details EINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6,066
Closed -$715K – 911
2026
Q1 		$715K Buy
+6,066
New +$657K 0.03% 381
2025
Q3 		– Sell
-10,455
Closed -$1.03M – 889
2025
Q2 		$1.03M Sell
10,455
-12,357
-54% -$1.18M 0.04% 246
2025
Q1 		$2.28M Buy
22,812
+8,683
+61% +$852K 0.09% 127
2024
Q4 		$1.33M Buy
14,129
+1,071
+8% +$99.2K 0.04% 244
2024
Q3 		$1.11M Buy
13,058
+9,561
+273% +$786K 0.04% 278
2024
Q2 		$278K Buy
+3,497
New +$268K 0.01% 602

Other funds holding EINC

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CFG
Copley Financial Group San Diego, California $165M AUM 27.22% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

GeoWealth Management's EINC Position: Q2 2026 in Review

GeoWealth Management sold out of VanEck Energy Income ETF (EINC) in Q2 2026, closing a stake of 6,066 shares — an estimated $715K sold.

GeoWealth Management first reported a position in EINC in Q2 2024 and held it in 6 quarters. The position peaked at $2.28M in Q1 2025. 38 funds tracked by Wall St. Rank hold EINC as of Q2 2026.

  • GeoWealth Management reported no remaining VanEck Energy Income ETF position as of Q2 2026 after selling out during the quarter.
  • GeoWealth Management sold 6,066 VanEck Energy Income ETF shares in Q2 2026, an estimated $715K.
  • GeoWealth Management first reported a position in VanEck Energy Income ETF in Q2 2024 and held it in 6 quarters.
  • GeoWealth Management's VanEck Energy Income ETF position peaked at $2.28M in Q1 2025.
  • 38 funds tracked by Wall St. Rank held VanEck Energy Income ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.