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Geneos Wealth Management’s VanEck Steel ETF SLX Stock Holding History

Geneos Wealth Management’s Portfolio SLX Stock Details SLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-415
Closed -$35.2K – 2552
2025
Q4 		$35.2K Hold
415
– – ﹤0.01% 1531
2025
Q3 		$30.1K Buy
+415
New +$29.3K ﹤0.01% 1566
2022
Q3 		– Sell
-115
Closed -$5K – 2505
2022
Q2 		$5K Hold
115
– – ﹤0.01% 2207
2022
Q1 		$7K Hold
115
– – ﹤0.01% 2247
2021
Q4 		$6K Hold
115
– – ﹤0.01% 2368
2021
Q3 		$6K Hold
115
– – ﹤0.01% 2411
2021
Q2 		$7K Sell
115
-125
-52% -$7.66K ﹤0.01% 2348
2021
Q1 		$14K Hold
240
– – ﹤0.01% 2245
2020
Q4 		$6K Buy
240
+125
+109% +$4.72K ﹤0.01% 2432
2020
Q3 		$3K Hold
115
– – ﹤0.01% 2338
2020
Q2 		$3K Hold
115
– – ﹤0.01% 2300
2020
Q1 		$2K Hold
115
– – ﹤0.01% 2292
2019
Q4 		$4K Hold
115
– – ﹤0.01% 2257
2019
Q3 		$3K Hold
115
– – ﹤0.01% 2248
2019
Q2 		$4K Hold
115
– – ﹤0.01% 2175
2019
Q1 		$4K Hold
115
– – ﹤0.01% 2108
2018
Q4 		$4K Hold
115
– – ﹤0.01% 2069
2018
Q3 		$5K Sell
115
-320
-74% -$14.5K ﹤0.01% 2071
2018
Q2 		$19K Hold
435
– – ﹤0.01% 1477
2018
Q1 		$19K Sell
435
-155
-26% -$7.56K ﹤0.01% 1418
2017
Q4 		$27K Hold
590
– – ﹤0.01% 1274
2017
Q3 		$24K Hold
590
– – ﹤0.01% 1259
2017
Q2 		$22K Sell
590
-100
-14% -$3.73K ﹤0.01% 1238
2017
Q1 		$27K Buy
690
+115
+20% +$4.8K ﹤0.01% 1131
2016
Q4 		$21K Sell
575
-210
-27% -$7.62K ﹤0.01% 1170
2016
Q3 		$24K Hold
785
– – ﹤0.01% 1074
2016
Q2 		$22K Buy
+785
New +$21K ﹤0.01% 1090

Other funds holding SLX

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Geneos Wealth Management sold out of VanEck Steel ETF (SLX) in Q1 2026, closing a stake of 415 shares — an estimated $35.2K sold.

Geneos Wealth Management first reported a position in SLX in Q2 2016 and held it in 27 quarters. The position peaked at $35.2K in Q4 2025. 57 funds tracked by Wall St. Rank hold SLX as of Q1 2026.

  • Geneos Wealth Management reported no remaining VanEck Steel ETF position as of Q1 2026 after selling out during the quarter.
  • Geneos Wealth Management sold 415 VanEck Steel ETF shares in Q1 2026, an estimated $35.2K.
  • Geneos Wealth Management first reported a position in VanEck Steel ETF in Q2 2016 and held it in 27 quarters.
  • Geneos Wealth Management's VanEck Steel ETF position peaked at $35.2K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held VanEck Steel ETF as of Q1 2026.

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