Geneos Wealth Management’s iShares Global Consumer Staples ETF KXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $179K | Hold |
2,664
| – | – | ﹤0.01% | 993 |
|
|
2025
Q4 | $172K | Hold |
2,664
| – | – | ﹤0.01% | 967 |
|
|
2025
Q3 | $171K | Hold |
2,664
| – | – | ﹤0.01% | 952 |
|
|
2025
Q2 | $174K | Sell |
2,664
-888
| -25% | -$58.1K | ﹤0.01% | 1048 |
|
|
2025
Q1 | $228K | Buy |
3,552
+2,664
| +300% | +$165K | ﹤0.01% | 1174 |
|
|
2024
Q4 | $53.5K | Hold |
888
| – | – | ﹤0.01% | 1288 |
|
|
2024
Q3 | $58.4K | Sell |
888
-200
| -18% | -$12.7K | ﹤0.01% | 1144 |
|
|
2024
Q2 | $65.4K | Hold |
1,088
| – | – | ﹤0.01% | 985 |
|
|
2024
Q1 | $66.4K | Sell |
1,088
-79
| -7% | -$4.72K | ﹤0.01% | 974 |
|
|
2023
Q4 | $69.2K | Hold |
1,167
| – | – | ﹤0.01% | 957 |
|
|
2023
Q3 | $66.6K | Buy |
1,167
+79
| +7% | +$4.76K | ﹤0.01% | 990 |
|
|
2023
Q2 | $66.6K | Hold |
1,088
| – | – | ﹤0.01% | 995 |
|
|
2023
Q1 | $67.4K | Hold |
1,088
| – | – | ﹤0.01% | 976 |
|
|
2022
Q4 | $64.9K | Hold |
1,088
| – | – | ﹤0.01% | 957 |
|
|
2022
Q3 | $58K | Hold |
1,088
| – | – | ﹤0.01% | 982 |
|
|
2022
Q2 | $63K | Hold |
1,088
| – | – | ﹤0.01% | 1182 |
|
|
2022
Q1 | $67K | Hold |
1,088
| – | – | ﹤0.01% | 1238 |
|
|
2021
Q4 | $70K | Hold |
1,088
| – | – | ﹤0.01% | 1325 |
|
|
2021
Q3 | $65K | Hold |
1,088
| – | – | ﹤0.01% | 1363 |
|
|
2021
Q2 | $66K | Sell |
1,088
-50
| -4% | -$3.04K | ﹤0.01% | 1348 |
|
|
2021
Q1 | $68K | Hold |
1,138
| – | – | ﹤0.01% | 1465 |
|
|
2020
Q4 | $63K | Buy |
1,138
+50
| +5% | +$2.84K | ﹤0.01% | 1344 |
|
|
2020
Q3 | $59K | Sell |
1,088
-2,100
| -66% | -$115K | ﹤0.01% | 1179 |
|
|
2020
Q2 | $162K | Hold |
3,188
| – | – | 0.01% | 731 |
|
|
2020
Q1 | $149K | Hold |
3,188
| – | – | 0.01% | 710 |
|
|
2019
Q4 | $177K | Hold |
3,188
| – | – | 0.01% | 735 |
|
|
2019
Q3 | $174K | Hold |
3,188
| – | – | 0.01% | 702 |
|
|
2019
Q2 | $167K | Hold |
3,188
| – | – | 0.01% | 727 |
|
|
2019
Q1 | $164K | Sell |
3,188
-65,518
| -95% | -$3.2M | 0.01% | 714 |
|
|
2018
Q4 | $3.15M | Buy |
68,706
+65,518
| +2,055% | +$3.22M | 0.23% | 115 |
|
|
2018
Q3 | $160K | Buy |
3,188
+2,100
| +193% | +$106K | 0.01% | 721 |
|
|
2018
Q2 | $53K | Hold |
1,088
| – | – | ﹤0.01% | 1013 |
|
|
2018
Q1 | $54K | Sell |
1,088
-1,900
| -64% | -$97.9K | ﹤0.01% | 967 |
|
|
2017
Q4 | $158K | Buy |
2,988
+1,900
| +175% | +$98.5K | 0.01% | 603 |
|
|
2017
Q3 | $55K | Hold |
1,088
| – | – | 0.01% | 902 |
|
|
2017
Q2 | $55K | Buy |
1,088
+140
| +15% | +$7.19K | 0.01% | 884 |
|
|
2017
Q1 | $47K | Hold |
948
| – | – | ﹤0.01% | 912 |
|
|
2016
Q4 | $43K | Hold |
948
| – | – | 0.01% | 895 |
|
|
2016
Q3 | $47K | Sell |
948
-186
| -16% | -$9.28K | 0.01% | 836 |
|
|
2016
Q2 | $56K | Buy |
1,134
+186
| +20% | +$9.09K | 0.01% | 771 |
|
|
2016
Q1 | $46K | Buy |
+948
| New | +$44K | 0.01% | 819 |
|
Other funds holding KXI
MIM
FDCDDQ
BS
Geneos Wealth Management's KXI Position: Q1 2026 in Review
Geneos Wealth Management held its iShares Global Consumer Staples ETF (KXI) position steady in Q1 2026 at 2,664 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #993.
Geneos Wealth Management first reported a position in KXI in Q1 2016 and has held it in 41 quarters since. The position peaked at $3.15M in Q4 2018. 127 funds tracked by Wall St. Rank hold KXI as of Q1 2026.
- Geneos Wealth Management held 2,664 shares of iShares Global Consumer Staples ETF worth $179K as of Q1 2026.
- Geneos Wealth Management left its iShares Global Consumer Staples ETF share count unchanged in Q1 2026.
- iShares Global Consumer Staples ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #993 holding.
- Geneos Wealth Management first reported a position in iShares Global Consumer Staples ETF in Q1 2016 and has held it in 41 quarters since.
- Geneos Wealth Management's iShares Global Consumer Staples ETF position peaked at $3.15M in Q4 2018.
- 127 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.