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Geneos Wealth Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Geneos Wealth Management’s Portfolio LIT Stock Details LIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$65.3K Buy
834
+100
+14% +$8.27K ﹤0.01% 1372
2026
Q1 		$54.6K Buy
734
+50
+7% +$3.58K ﹤0.01% 1385
2025
Q4 		$44.4K Hold
684
– – ﹤0.01% 1440
2025
Q3 		$38.9K Sell
684
-400
-37% -$18.4K ﹤0.01% 1473
2025
Q2 		$41.6K Sell
1,084
-682
-39% -$25.2K ﹤0.01% 1678
2025
Q1 		$68.5K Sell
1,766
-826
-32% -$33.9K ﹤0.01% 1326
2024
Q4 		$106K Buy
2,592
+864
+50% +$38.1K ﹤0.01% 1051
2024
Q3 		$75.3K Sell
1,728
-271
-14% -$10.3K ﹤0.01% 1051
2024
Q2 		$77.6K Sell
1,999
-71
-3% -$3.1K ﹤0.01% 937
2024
Q1 		$93.7K Buy
2,070
+112
+6% +$4.99K ﹤0.01% 869
2023
Q4 		$99.8K Sell
1,958
-228
-10% -$11.3K ﹤0.01% 840
2023
Q3 		$121K Sell
2,186
-287
-12% -$17.5K 0.01% 821
2023
Q2 		$161K Sell
2,473
-249
-9% -$15.5K 0.01% 731
2023
Q1 		$173K Sell
2,722
-158
-5% -$10.2K 0.01% 684
2022
Q4 		$169K Hold
2,880
– – 0.01% 679
2022
Q3 		$190K Sell
2,880
-425
-13% -$31.6K 0.01% 614
2022
Q2 		$237K Buy
3,305
+150
+5% +$10.7K 0.01% 689
2022
Q1 		$242K Sell
3,155
-2,164
-41% -$166K 0.01% 733
2021
Q4 		$449K Sell
5,319
-7,794
-59% -$691K 0.02% 613
2021
Q3 		$1.07M Buy
13,113
+3,486
+36% +$286K 0.04% 364
2021
Q2 		$693K Sell
9,627
-3,164
-25% -$204K 0.03% 470
2021
Q1 		$813K Buy
12,791
+9,886
+340% +$646K 0.02% 490
2020
Q4 		$129K Buy
2,905
+2,230
+330% +$111K 0.01% 1026
2020
Q3 		$25K Sell
675
-50
-7% -$1.88K ﹤0.01% 1550
2020
Q2 		$22K Sell
725
-100
-12% -$2.69K ﹤0.01% 1578
2020
Q1 		$17K Sell
825
-639
-44% -$17.7K ﹤0.01% 1579
2019
Q4 		$40K Sell
1,464
-130
-8% -$3.32K ﹤0.01% 1368
2019
Q3 		$38K Buy
1,594
+1
+0.1% +$25 ﹤0.01% 1313
2019
Q2 		$41K Sell
1,593
-538
-25% -$14.5K ﹤0.01% 1295
2019
Q1 		$60K Buy
2,131
+609
+40% +$17.4K ﹤0.01% 1065
2018
Q4 		$40K Sell
1,522
-838
-36% -$25.5K ﹤0.01% 1204
2018
Q3 		$77K Sell
2,360
-438
-16% -$14.2K 0.01% 982
2018
Q2 		$91K Buy
2,798
+49
+2% +$1.64K 0.01% 825
2018
Q1 		$90K Buy
2,749
+876
+47% +$31.9K 0.01% 793
2017
Q4 		$72K Buy
1,873
+25
+1% +$983 0.01% 861
2017
Q3 		$69K Buy
1,848
+800
+76% +$26.4K 0.01% 831
2017
Q2 		$30K Buy
1,048
+748
+249% +$21.7K ﹤0.01% 1119
2017
Q1 		$8K Hold
300
– – ﹤0.01% 1557
2016
Q4 		$7K Hold
300
– – ﹤0.01% 1536
2016
Q3 		$7K Buy
300
+100
+50% +$2.48K ﹤0.01% 1481
2016
Q2 		$5K Sell
200
-287
-59% -$6.74K ﹤0.01% 1521
2016
Q1 		$10K Buy
+487
New +$9.31K ﹤0.01% 1305

Other funds holding LIT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
CWM
Chicago Wealth Management Chicago, Illinois $282M AUM 54.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Geneos Wealth Management increased its Global X Lithium & Battery Tech ETF (LIT) stake by 14% in Q2 2026, buying an estimated $8.27K and bringing the position to 834 shares worth $65.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1372.

Geneos Wealth Management first reported a position in LIT in Q1 2016 and has held it in 42 quarters since. The position peaked at $1.07M in Q3 2021. 295 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Geneos Wealth Management held 834 shares of Global X Lithium & Battery Tech ETF worth $65.3K as of Q2 2026.
  • Geneos Wealth Management bought 100 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $8.27K.
  • Global X Lithium & Battery Tech ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1372 holding.
  • Geneos Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q1 2016 and has held it in 42 quarters since.
  • Geneos Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $1.07M in Q3 2021.
  • 295 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

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