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Advisor Resource Council’s Genelux GNLX Stock Holding History

Advisor Resource Council’s Portfolio GNLX Stock Details GNLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-12,666
Closed -$34.2K – 342
2025
Q1 		$34.2K Buy
+12,666
New +$47.5K ﹤0.01% 576
2024
Q1 		– Sell
-16,666
Closed -$233K – 345
2023
Q4 		$233K Buy
+16,666
New +$263K 0.03% 415

Other funds holding GNLX

WDC
Woodward Diversified Capital Bakersfield, California $220M AUM 30.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BL
Bleichroeder LP New York $579M AUM 94.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
PWM
Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return

Advisor Resource Council's GNLX Position: Q2 2025 in Review

Advisor Resource Council sold out of Genelux (GNLX) in Q2 2025, closing a stake of 12,666 shares — an estimated $34.2K sold.

Advisor Resource Council first reported a position in GNLX in Q4 2023 and held it in 2 quarters. The position peaked at $233K in Q4 2023. 61 funds tracked by Wall St. Rank hold GNLX as of Q2 2025.

  • Advisor Resource Council reported no remaining Genelux position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 12,666 Genelux shares in Q2 2025, an estimated $34.2K.
  • Advisor Resource Council first reported a position in Genelux in Q4 2023 and held it in 2 quarters.
  • Advisor Resource Council's Genelux position peaked at $233K in Q4 2023.
  • 61 funds tracked by Wall St. Rank held Genelux as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.