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Geneos Wealth Management’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Geneos Wealth Management’s Portfolio SOXL Stock Details SOXL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-300
Closed -$8.19K – 3162
2024
Q4 		$8.19K Buy
+300
New +$9.54K ﹤0.01% 2130

Other funds holding SOXL

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Geneos Wealth Management's SOXL Position: Q1 2025 in Review

Geneos Wealth Management sold out of Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q1 2025, closing a stake of 300 shares — an estimated $8.19K sold.

Geneos Wealth Management first reported a position in SOXL in Q4 2024 and held it in 1 quarter. The position peaked at $8.19K in Q4 2024. 119 funds tracked by Wall St. Rank hold SOXL as of Q1 2025.

  • Geneos Wealth Management reported no remaining Direxion Daily Semiconductor Bull 3X ETF position as of Q1 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 300 Direxion Daily Semiconductor Bull 3X ETF shares in Q1 2025, an estimated $8.19K.
  • Geneos Wealth Management first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q4 2024 and held it in 1 quarter.
  • Geneos Wealth Management's Direxion Daily Semiconductor Bull 3X ETF position peaked at $8.19K in Q4 2024.
  • 119 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q1 2025.

Based on Geneos Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.