FWP
GNLX icon

Falcon Wealth Planning’s Genelux GNLX Stock Holding History

Falcon Wealth 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 		$190K Hold
63,185
– – 0.01% 243
2026
Q1 		$153K Hold
63,185
– – 0.01% 231
2025
Q4 		$275K Buy
63,185
+41,185
+187% +$223K 0.02% 173
2025
Q3 		$92.4K Hold
22,000
– – 0.01% 190
2025
Q2 		$63.1K Buy
22,000
+10,000
+83% +$26.4K 0.01% 175
2025
Q1 		$32.4K Hold
12,000
– – ﹤0.01% 162
2024
Q4 		$28.3K Hold
12,000
– – ﹤0.01% 160
2024
Q3 		$28.4K Hold
12,000
– – ﹤0.01% 150
2024
Q2 		$23.4K Hold
12,000
– – ﹤0.01% 134
2024
Q1 		$77.2K Hold
12,000
– – 0.01% 131
2023
Q4 		$168K Buy
12,000
+2,000
+20% +$31.6K 0.03% 130
2023
Q3 		$245K Buy
+10,000
New +$253K 0.05% 95

Other funds holding GNLX

SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return