Geneos Wealth Management’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$145K	Hold	1,450	–	–	﹤0.01%	1093
2026 Q1	$146K	Buy	+1,450	New	+$145K	﹤0.01%	1064
2025 Q3	–	Sell	-1,775	Closed	-$178K	–	2623
2025 Q2	$178K	Buy	1,775 +15	+0.9%	+$1.5K	﹤0.01%	1038
2025 Q1	$177K	Buy	1,760 +510	+41%	+$51.1K	0.01%	956
2024 Q4	$125K	Buy	+1,250	New	+$125K	﹤0.01%	992

Other funds holding CLIP

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

RHL Group Holly, Michigan $120M AUM

PWA

Peterson Wealth Advisors Orem, Utah $846M AUM 17.33% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

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

Geneos Wealth Management held its Global X 1-3 Month T-Bill ETF (CLIP) position steady in Q2 2026 at 1,450 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #1093.

Geneos Wealth Management first reported a position in CLIP in Q4 2024 and has held it in 5 quarters since. The position peaked at $178K in Q2 2025. 159 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

Geneos Wealth Management held 1,450 shares of Global X 1-3 Month T-Bill ETF worth $145K as of Q2 2026.
Geneos Wealth Management left its Global X 1-3 Month T-Bill ETF share count unchanged in Q2 2026.
Global X 1-3 Month T-Bill ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1093 holding.
Geneos Wealth Management first reported a position in Global X 1-3 Month T-Bill ETF in Q4 2024 and has held it in 5 quarters since.
Geneos Wealth Management's Global X 1-3 Month T-Bill ETF position peaked at $178K in Q2 2025.
159 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2026.

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