Geneos Wealth Management’s Global X Aging Population ETF AGNG Stock Holding History

Geneos Wealth Management’s Portfolio AGNG Stock Details AGNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.47K	Hold	124	–	–	﹤0.01%	2209
2026 Q1	$4.41K	Hold	124	–	–	﹤0.01%	2185
2025 Q4	$4.45K	Hold	124	–	–	﹤0.01%	2174
2025 Q3	$4.15K	Hold	124	–	–	﹤0.01%	2180
2025 Q2	$3.96K	Sell	124 -124	-50%	-$3.83K	﹤0.01%	2636
2025 Q1	$7.76K	Buy	+248	New	+$7.82K	﹤0.01%	2642
2024 Q1	–	Sell	-500	Closed	-$14.2K	–	2126
2023 Q4	$14.2K	Hold	500	–	–	﹤0.01%	1456
2023 Q3	$13K	Hold	500	–	–	﹤0.01%	1496
2023 Q2	$13.9K	Hold	500	–	–	﹤0.01%	1484
2023 Q1	$13.4K	Hold	500	–	–	﹤0.01%	1469
2022 Q4	$13.1K	Hold	500	–	–	﹤0.01%	1459
2022 Q3	$11K	Hold	500	–	–	﹤0.01%	1484
2022 Q2	$12K	Hold	500	–	–	﹤0.01%	1869
2022 Q1	$14K	Hold	500	–	–	﹤0.01%	1929
2021 Q4	$14K	Hold	500	–	–	﹤0.01%	2039
2021 Q3	$14K	Hold	500	–	–	﹤0.01%	2082
2021 Q2	$15K	Hold	500	–	–	﹤0.01%	2038
2021 Q1	$14K	Hold	500	–	–	﹤0.01%	2227
2020 Q4	$13K	Hold	500	–	–	﹤0.01%	2105
2020 Q3	$12K	Hold	500	–	–	﹤0.01%	1870
2020 Q2	$12K	Sell	500 -725	-59%	-$16.7K	﹤0.01%	1828
2020 Q1	$23K	Hold	1,225	–	–	﹤0.01%	1439
2019 Q4	$29K	Hold	1,225	–	–	﹤0.01%	1515
2019 Q3	$26K	Hold	1,225	–	–	﹤0.01%	1481
2019 Q2	$26K	Hold	1,225	–	–	﹤0.01%	1497
2019 Q1	$26K	Hold	1,225	–	–	﹤0.01%	1446
2018 Q4	$23K	Buy	1,225 +500	+69%	+$10.1K	﹤0.01%	1431
2018 Q3	$16K	Buy	+725	New	+$15.7K	﹤0.01%	1667

Other funds holding AGNG

PFS

Paller Financial Services Centennial, Colorado $134M AUM

ACA

Aspire Capital Advisors Seattle, Washington $514M AUM 19.47% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

BFWM

Bright Futures Wealth Management Webster, Ny 14580, New York $155M AUM 32.3% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CCMG

Connecticut Capital Management Group Milford, Connecticut $124M AUM

REDW Wealth Albuquerque, New Mexico $279M AUM 20.58% 1-Year Est. Return

Geneos Wealth Management's AGNG Position: Q2 2026 in Review

Geneos Wealth Management held its Global X Aging Population ETF (AGNG) position steady in Q2 2026 at 124 shares worth $4.47K. The position accounts for ﹤0.01% of the portfolio, ranked #2209.

Geneos Wealth Management first reported a position in AGNG in Q3 2018 and has held it in 28 quarters since. The position peaked at $29K in Q4 2019. 22 funds tracked by Wall St. Rank hold AGNG as of Q2 2026.

Geneos Wealth Management held 124 shares of Global X Aging Population ETF worth $4.47K as of Q2 2026.
Geneos Wealth Management left its Global X Aging Population ETF share count unchanged in Q2 2026.
Global X Aging Population ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2209 holding.
Geneos Wealth Management first reported a position in Global X Aging Population ETF in Q3 2018 and has held it in 28 quarters since.
Geneos Wealth Management's Global X Aging Population ETF position peaked at $29K in Q4 2019.
22 funds tracked by Wall St. Rank held Global X Aging Population ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.