Creative Planning
GNLX icon

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
Q2 		$135K Sell
44,794
-778
-2% -$2.2K ﹤0.01% 3983
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 $227M AUM 40.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BL
Bleichroeder LP New York $559M AUM 83.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $157M AUM 60.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM

Creative Planning's GNLX Position: Q2 2026 in Review

Creative Planning reduced its Genelux (GNLX) stake by 1.7% in Q2 2026, selling an estimated $2.2K and leaving 44,794 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #3983.

Creative Planning first reported a position in GNLX in Q4 2024 and has held it in 7 quarters since. The position peaked at $194K in Q3 2025. 72 funds tracked by Wall St. Rank hold GNLX as of Q2 2026.

  • Creative Planning held 44,794 shares of Genelux worth $135K as of Q2 2026.
  • Creative Planning sold 778 Genelux shares in Q2 2026, an estimated $2.2K.
  • Genelux made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3983 holding.
  • Creative Planning first reported a position in Genelux in Q4 2024 and has held it in 7 quarters since.
  • Creative Planning's Genelux position peaked at $194K in Q3 2025.
  • 72 funds tracked by Wall St. Rank held Genelux as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.