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 Q3	$1.46M	Sell	20,931 -245	-1%	-$18.3K	0.03%	478
2026 Q2	$1.56M	Buy	21,176 +195	+0.9%	+$14.3K	0.03%	441
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 +7,850	+114%	+$477K	0.02%	555
2025 Q1	$441K	Buy	+6,914	New	+$436K	0.01%	661
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

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

Payne Capital Management New York $384M AUM 15.68% 1-Year Est. Return

GenTrust Miami, Florida $2.65B AUM 11.42% 1-Year Est. Return

Curran Financial Partners Daniel Island, South Carolina $615M AUM 8.79% 1-Year Est. Return

School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

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

Geneos Wealth Management reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 1.2% in Q3 2026, selling an estimated $18.3K and leaving 20,931 shares worth $1.46M. The position accounts for 0.03% of the portfolio, ranked #478.

Geneos Wealth Management first reported a position in MLPX in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.56M in Q2 2026. 220 funds tracked by Wall St. Rank hold MLPX as of Q3 2026.

Geneos Wealth Management held 20,931 shares of Global X MLP & Energy Infrastructure ETF worth $1.46M as of Q3 2026.
Geneos Wealth Management sold 245 Global X MLP & Energy Infrastructure ETF shares in Q3 2026, an estimated $18.3K.
Global X MLP & Energy Infrastructure ETF made up 0.03% of Geneos Wealth Management's portfolio in Q3 2026, its #478 holding.
Geneos Wealth Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2020 and has held it in 13 quarters since.
Geneos Wealth Management's Global X MLP & Energy Infrastructure ETF position peaked at $1.56M in Q2 2026.
220 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2026.

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