Creative Planning
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Creative Planning’s Genelux GNLX Stock Holding History

Creative Planning’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
2026
Q1 		$110K Buy
45,572
+1,764
+4% +$4.81K ﹤0.01% 3880
2025
Q4 		$191K Sell
43,808
-2,300
-5% -$12.4K ﹤0.01% 3571
2025
Q3 		$194K Buy
46,108
+2,084
+5% +$7.4K ﹤0.01% 3505
2025
Q2 		$126K Buy
44,024
+1,843
+4% +$4.87K ﹤0.01% 3379
2025
Q1 		$114K Sell
42,181
-844
-2% -$3.17K ﹤0.01% 3222
2024
Q4 		$102K Buy
+43,025
New +$114K ﹤0.01% 3154

Other funds holding GNLX

WDC
Woodward Diversified Capital Bakersfield, California $220M AUM 30.39% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BL
Bleichroeder LP New York $579M AUM 94.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
CM
CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning's GNLX Position: Q1 2026 in Review

Creative Planning increased its Genelux (GNLX) stake by 4% in Q1 2026, buying an estimated $4.81K and bringing the position to 45,572 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #3880.

Creative Planning first reported a position in GNLX in Q4 2024 and has held it in 6 quarters since. The position peaked at $194K in Q3 2025. 71 funds tracked by Wall St. Rank hold GNLX as of Q1 2026.

  • Creative Planning held 45,572 shares of Genelux worth $110K as of Q1 2026.
  • Creative Planning bought 1,764 Genelux shares in Q1 2026, an estimated $4.81K.
  • Genelux made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3880 holding.
  • Creative Planning first reported a position in Genelux in Q4 2024 and has held it in 6 quarters since.
  • Creative Planning's Genelux position peaked at $194K in Q3 2025.
  • 71 funds tracked by Wall St. Rank held Genelux as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.