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 Q1	$146K	Buy	+1,450	New	+$145K	﹤0.01%	1064
2025 Q3	–	Sell	-1,775	Closed	-$178K	–	2623
2025 Q2	$178K	Sell	1,775 -3,693	-68%	-$370K	﹤0.01%	1038
2025 Q1	$549K	Buy	5,468 +4,218	+337%	+$423K	0.01%	859
2024 Q4	$125K	Buy	+1,250	New	+$125K	﹤0.01%	992

Other funds holding CLIP

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

GXJ

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

3AM

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

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

RHL Group Holly, Michigan $117M AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Geneos Wealth Management opened a new position in Global X 1-3 Month T-Bill ETF (CLIP) in Q1 2026: 1,450 shares worth $146K. The stake represents ﹤0.01% of the portfolio and ranks #1064 among its holdings. This is a return to the name: Geneos Wealth Management previously reported a position in CLIP as recently as Q2 2025.

Geneos Wealth Management first reported a position in CLIP in Q4 2024 and has held it in 4 quarters since. The position peaked at $549K in Q1 2025. 144 funds tracked by Wall St. Rank hold CLIP as of Q1 2026.

Geneos Wealth Management held 1,450 shares of Global X 1-3 Month T-Bill ETF worth $146K as of Q1 2026.
Global X 1-3 Month T-Bill ETF was a new Geneos Wealth Management position in Q1 2026.
Global X 1-3 Month T-Bill ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1064 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 4 quarters since.
Geneos Wealth Management's Global X 1-3 Month T-Bill ETF position peaked at $549K in Q1 2025.
144 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q1 2026.

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