Geneos Wealth Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Geneos Wealth Management’s Portfolio MLPX Stock Details MLPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.55M	Buy	20,981 +2,930	+16%	+$200K	0.04%	402
2025 Q4	$1.09M	Buy	18,051 +962	+6%	+$57.6K	0.03%	481
2025 Q3	$1.07M	Buy	17,089 +2,325	+16%	+$142K	0.03%	469
2025 Q2	$925K	Buy	14,764 +936	+7%	+$56.8K	0.02%	555
2025 Q1	$882K	Buy	+13,828	New	+$871K	0.01%	702
2022 Q4	–	Sell	-31	Closed	-$1K	–	2066
2022 Q3	$1K	Sell	31 -34	-52%	-$1.38K	﹤0.01%	1949
2022 Q2	$2K	Hold	65	–	–	﹤0.01%	2402
2022 Q1	$2K	Buy	+65	New	+$2.56K	﹤0.01%	2556
2021 Q3	–	Sell	-102	Closed	-$3K	–	2877
2021 Q2	$3K	Sell	102 -189	-65%	-$6.54K	﹤0.01%	2583
2021 Q1	$9K	Sell	291 -299	-51%	-$9.03K	﹤0.01%	2425
2020 Q4	$19K	Buy	+590	New	+$15K	﹤0.01%	1944

Other funds holding MLPX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Geneos Wealth Management increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 16% in Q1 2026, buying an estimated $200K and bringing the position to 20,981 shares worth $1.55M. The position accounts for 0.04% of the portfolio, ranked #402.

Geneos Wealth Management first reported a position in MLPX in Q4 2020 and has held it in 11 quarters since. 339 funds tracked by Wall St. Rank hold MLPX as of Q1 2026.

Geneos Wealth Management held 20,981 shares of Global X MLP & Energy Infrastructure ETF worth $1.55M as of Q1 2026.
Geneos Wealth Management bought 2,930 Global X MLP & Energy Infrastructure ETF shares in Q1 2026, an estimated $200K.
Global X MLP & Energy Infrastructure ETF made up 0.04% of Geneos Wealth Management's portfolio in Q1 2026, its #402 holding.
Geneos Wealth Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2020 and has held it in 11 quarters since.
339 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2026.

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