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Geoffrey Gruetzmacher

Copia Wealth Management

Assets Managed
$145.523M
Holdings
532
Last Quarter
2026 - Q1
Filed Date
21d ago
Growth Rate
3.99%(2Q avg: 4%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Copia Wealth Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 532 positions.

Assets under management

The assets under management (AUM) of Copia Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 145.523M in assets, with a quarterly growth rate of 3.99% and a 2-quarter average growth rate of 4%. The portfolio is managed by Geoffrey Gruetzmacher, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BUXX
Strive Enhanced Income Short
Recent Activity
Increased 19.29%
6.62%
$9.628M
475,568 shares@ $20.25 avg price
CLOX
Panagram Aaa Clo Etf
Recent Activity
Increased 41.51%
4.57%
$6.643M
259,814 shares@ $25.58 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -6.81%
3.65%
$5.309M
12,338 shares@ $430.29 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Decreased -21.62%
3.46%
$5.024M
65,642 shares@ $76.55 avg price
VTWO
Vanguard Russell 2000 Etf
Recent Activity
Increased 16.87%
3.1%
$4.499M
44,913 shares@ $100.17 avg price
CLOZ
Panagram Bbb-b Clo Etf
Recent Activity
Increased 45.13%
2.86%
$4.148M
161,707 shares@ $25.66 avg price
STIP
Ishares 0-5 Year Tips Bond E
Recent Activity
Increased 8.82%
2.83%
$4.107M
39,708 shares@ $103.43 avg price
EMXC
Ishares Msci Emr Mrk Ex Chna
Recent Activity
Decreased -3.08%
2.77%
$4.03M
51,238 shares@ $78.66 avg price
TBIL
Us Treasury 3 Month Bill Etf
Recent Activity
Decreased -25.48%
2.7%
$3.924M
78,709 shares@ $49.87 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Decreased -24.6%
2.07%
$3.01M
53,204 shares@ $56.58 avg price

1-10 of 532