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Clearstead Advisors’s Genelux GNLX Stock Holding History

Clearstead Advisors’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
2024
Q4 		– Sell
-29,970
Closed -$71K – 2133
2024
Q3 		$71K Hold
29,970
– – ﹤0.01% 1120
2024
Q2 		$58.4K Hold
29,970
– – ﹤0.01% 1124
2024
Q1 		$108K Buy
29,970
+4,970
+20% +$45.1K 0.01% 595
2023
Q4 		$350K Buy
+25,000
New +$395K 0.02% 373

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PWM
Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Clearstead Advisors's GNLX Position: Q4 2024 in Review

Clearstead Advisors sold out of Genelux (GNLX) in Q4 2024, closing a stake of 29,970 shares — an estimated $71K sold.

Clearstead Advisors first reported a position in GNLX in Q4 2023 and held it in 4 quarters. The position peaked at $350K in Q4 2023. 58 funds tracked by Wall St. Rank hold GNLX as of Q4 2024.

  • Clearstead Advisors reported no remaining Genelux position as of Q4 2024 after selling out during the quarter.
  • Clearstead Advisors sold 29,970 Genelux shares in Q4 2024, an estimated $71K.
  • Clearstead Advisors first reported a position in Genelux in Q4 2023 and held it in 4 quarters.
  • Clearstead Advisors's Genelux position peaked at $350K in Q4 2023.
  • 58 funds tracked by Wall St. Rank held Genelux as of Q4 2024.

Based on Clearstead Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.