Geneos Wealth Management’s Strive 1000 Dividend Growth ETF STXD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$11.6K	Hold	300	–	–	﹤0.01%	2331
2026 Q2	$11.9K	Hold	300	–	–	﹤0.01%	1957
2026 Q1	$10.6K	Hold	300	–	–	﹤0.01%	1972
2025 Q4	$11.1K	Hold	300	–	–	﹤0.01%	1930
2025 Q3	$11K	Hold	300	–	–	﹤0.01%	1935
2025 Q2	$10.4K	Hold	300	–	–	﹤0.01%	2313
2025 Q1	$9.7K	Hold	300	–	–	﹤0.01%	2260
2024 Q4	$9.8K	Buy	+300	New	+$10K	﹤0.01%	2061

Other funds holding STXD

OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $718M AUM 13.66% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

PDS Planning Dublin, Ohio $1.77B AUM 16.76% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

Hazlett, Burt & Watson Wheeling, West Virginia $387M AUM 31.72% 1-Year Est. Return

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

Geneos Wealth Management held its Strive 1000 Dividend Growth ETF (STXD) position steady in Q3 2026 at 300 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2331.

Geneos Wealth Management first reported a position in STXD in Q4 2024 and has held it in 8 quarters since. The position peaked at $11.9K in Q2 2026. 13 funds tracked by Wall St. Rank hold STXD as of Q3 2026.

Geneos Wealth Management held 300 shares of Strive 1000 Dividend Growth ETF worth $11.6K as of Q3 2026.
Geneos Wealth Management left its Strive 1000 Dividend Growth ETF share count unchanged in Q3 2026.
Strive 1000 Dividend Growth ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #2331 holding.
Geneos Wealth Management first reported a position in Strive 1000 Dividend Growth ETF in Q4 2024 and has held it in 8 quarters since.
Geneos Wealth Management's Strive 1000 Dividend Growth ETF position peaked at $11.9K in Q2 2026.
13 funds tracked by Wall St. Rank held Strive 1000 Dividend Growth ETF as of Q3 2026.

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