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Geneos Wealth Management’s iShares China Large-Cap ETF FXI Stock Holding History

Geneos Wealth Management’s Portfolio FXI Stock Details FXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.11K Hold
35
– – ﹤0.01% 2409
2026
Q1 		$1.26K Buy
+35
New +$1.33K ﹤0.01% 2377
2022
Q3 		– Sell
-2,400
Closed -$81K – 2229
2022
Q2 		$81K Buy
2,400
+400
+20% +$12.5K ﹤0.01% 1094
2022
Q1 		$63K Hold
2,000
– – ﹤0.01% 1274
2021
Q4 		$73K Hold
2,000
– – ﹤0.01% 1304
2021
Q3 		$77K Sell
2,000
-200
-9% -$8.26K ﹤0.01% 1270
2021
Q2 		$100K Sell
2,200
-481
-18% -$22.2K ﹤0.01% 1164
2021
Q1 		$124K Hold
2,681
– – ﹤0.01% 1202
2020
Q4 		$114K Sell
2,681
-198
-7% -$9.04K ﹤0.01% 1082
2020
Q3 		$117K Sell
2,879
-100
-3% -$4.3K 0.01% 874
2020
Q2 		$119K Sell
2,979
-1,175
-28% -$45.8K 0.01% 839
2020
Q1 		$149K Sell
4,154
-537
-11% -$21.9K 0.01% 708
2019
Q4 		$205K Sell
4,691
-3,377
-42% -$141K 0.01% 693
2019
Q3 		$318K Sell
8,068
-718
-8% -$29.1K 0.02% 513
2019
Q2 		$375K Buy
8,786
+4,652
+113% +$199K 0.02% 495
2019
Q1 		$183K Buy
4,134
+1,500
+57% +$64K 0.01% 670
2018
Q4 		$102K Sell
2,634
-321
-11% -$13K 0.01% 831
2018
Q3 		$126K Buy
2,955
+266
+10% +$11.3K 0.01% 807
2018
Q2 		$115K Sell
2,689
-451
-14% -$21.1K 0.01% 741
2018
Q1 		$148K Sell
3,140
-174
-5% -$8.55K 0.01% 623
2017
Q4 		$153K Buy
3,314
+143
+5% +$6.6K 0.01% 612
2017
Q3 		$139K Sell
3,171
-150
-5% -$6.43K 0.01% 614
2017
Q2 		$131K Buy
3,321
+551
+20% +$21.6K 0.01% 613
2017
Q1 		$106K Sell
2,770
-197
-7% -$7.42K 0.01% 644
2016
Q4 		$102K Buy
2,967
+3
+0.1% +$110 0.01% 612
2016
Q3 		$112K Hold
2,964
– – 0.02% 573
2016
Q2 		$102K Buy
2,964
+305
+11% +$10.1K 0.01% 580
2016
Q1 		$89K Buy
+2,659
New +$83.4K 0.01% 621

Other funds holding FXI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Geneos Wealth Management held its iShares China Large-Cap ETF (FXI) position steady in Q2 2026 at 35 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #2409.

Geneos Wealth Management first reported a position in FXI in Q1 2016 and has held it in 28 quarters since. The position peaked at $375K in Q2 2019. 326 funds tracked by Wall St. Rank hold FXI as of Q2 2026.

  • Geneos Wealth Management held 35 shares of iShares China Large-Cap ETF worth $1.11K as of Q2 2026.
  • Geneos Wealth Management left its iShares China Large-Cap ETF share count unchanged in Q2 2026.
  • iShares China Large-Cap ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2409 holding.
  • Geneos Wealth Management first reported a position in iShares China Large-Cap ETF in Q1 2016 and has held it in 28 quarters since.
  • Geneos Wealth Management's iShares China Large-Cap ETF position peaked at $375K in Q2 2019.
  • 326 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2026.

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