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Geneos Wealth Management’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Geneos Wealth Management’s Portfolio AIQ Stock Details AIQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.28M Buy
27,360
+4,826
+21% +$242K 0.03% 452
2025
Q4 		$1.15M Buy
22,534
+5,890
+35% +$299K 0.03% 468
2025
Q3 		$822K Buy
16,644
+4,061
+32% +$185K 0.02% 533
2025
Q2 		$550K Sell
12,583
-11,613
-48% -$451K 0.01% 678
2025
Q1 		$880K Buy
24,196
+10,546
+77% +$415K 0.01% 703
2024
Q4 		$527K Sell
13,650
-8,545
-38% -$329K 0.02% 572
2024
Q3 		$825K Sell
22,195
-1,086
-5% -$38.1K 0.03% 443
2024
Q2 		$830K Sell
23,281
-5,758
-20% -$195K 0.04% 392
2024
Q1 		$986K Sell
29,039
-436
-1% -$14.1K 0.05% 351
2023
Q4 		$919K Buy
29,475
+17,478
+146% +$500K 0.05% 342
2023
Q3 		$323K Buy
11,997
+11,155
+1,325% +$314K 0.02% 561
2023
Q2 		$23.5K Buy
+842
New +$21.3K ﹤0.01% 1321

Other funds holding AIQ

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geneos Wealth Management's AIQ Position: Q1 2026 in Review

Geneos Wealth Management increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 21% in Q1 2026, buying an estimated $242K and bringing the position to 27,360 shares worth $1.28M. The position accounts for 0.03% of the portfolio, ranked #452.

Geneos Wealth Management first reported a position in AIQ in Q2 2023 and has held it in 12 quarters since. 568 funds tracked by Wall St. Rank hold AIQ as of Q1 2026.

  • Geneos Wealth Management held 27,360 shares of Global X Artificial Intelligence & Technology ETF worth $1.28M as of Q1 2026.
  • Geneos Wealth Management bought 4,826 Global X Artificial Intelligence & Technology ETF shares in Q1 2026, an estimated $242K.
  • Global X Artificial Intelligence & Technology ETF made up 0.03% of Geneos Wealth Management's portfolio in Q1 2026, its #452 holding.
  • Geneos Wealth Management first reported a position in Global X Artificial Intelligence & Technology ETF in Q2 2023 and has held it in 12 quarters since.
  • 568 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.