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 Q3	$290K	Buy	2,887 +1,437	+99%	+$144K	0.01%	955
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

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

RHL Group Holly, Michigan $149M AUM 28.02% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return

Guild Investment Management Los Angeles, California $157M AUM 19.25% 1-Year Est. Return

Geneos Wealth Management's CLIP Position: Q3 2026 in Review

Geneos Wealth Management increased its Global X 1-3 Month T-Bill ETF (CLIP) stake by 99% in Q3 2026, buying an estimated $144K and bringing the position to 2,887 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #955.

Geneos Wealth Management first reported a position in CLIP in Q4 2024 and has held it in 6 quarters since. 91 funds tracked by Wall St. Rank hold CLIP as of Q3 2026.

Geneos Wealth Management held 2,887 shares of Global X 1-3 Month T-Bill ETF worth $290K as of Q3 2026.
Geneos Wealth Management bought 1,437 Global X 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $144K.
Global X 1-3 Month T-Bill ETF made up 0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #955 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 6 quarters since.
91 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.