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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
Q2 		$1.98M Buy
30,213
+2,853
+10% +$170K 0.04% 379
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 Buy
12,583
+485
+4% +$18.8K 0.01% 678
2025
Q1 		$440K Sell
12,098
-1,552
-11% -$61.1K 0.01% 662
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 $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Geneos Wealth Management increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 10% in Q2 2026, buying an estimated $170K and bringing the position to 30,213 shares worth $1.98M. The position accounts for 0.04% of the portfolio, ranked #379.

Geneos Wealth Management first reported a position in AIQ in Q2 2023 and has held it in 13 quarters since. 690 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

  • Geneos Wealth Management held 30,213 shares of Global X Artificial Intelligence & Technology ETF worth $1.98M as of Q2 2026.
  • Geneos Wealth Management bought 2,853 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $170K.
  • Global X Artificial Intelligence & Technology ETF made up 0.04% of Geneos Wealth Management's portfolio in Q2 2026, its #379 holding.
  • Geneos Wealth Management first reported a position in Global X Artificial Intelligence & Technology ETF in Q2 2023 and has held it in 13 quarters since.
  • 690 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

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