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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
Q1 		$10.7K 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 Sell
300
-300
-50% -$9.79K ﹤0.01% 2313
2025
Q1 		$19.4K Buy
600
+300
+100% +$9.96K ﹤0.01% 2321
2024
Q4 		$9.8K Buy
+300
New +$10K ﹤0.01% 2061

Other funds holding STXD

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
GS
GWN Securities Palm Beach Gardens, Florida $523M AUM 20.1% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
PP
PDS Planning Dublin, Ohio $1.52B AUM 18.08% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Geneos Wealth Management held its Strive 1000 Dividend Growth ETF (STXD) position steady in Q1 2026 at 300 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1972.

Geneos Wealth Management first reported a position in STXD in Q4 2024 and has held it in 6 quarters since. The position peaked at $19.4K in Q1 2025. 29 funds tracked by Wall St. Rank hold STXD as of Q1 2026.

  • Geneos Wealth Management held 300 shares of Strive 1000 Dividend Growth ETF worth $10.7K as of Q1 2026.
  • Geneos Wealth Management left its Strive 1000 Dividend Growth ETF share count unchanged in Q1 2026.
  • Strive 1000 Dividend Growth ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1972 holding.
  • Geneos Wealth Management first reported a position in Strive 1000 Dividend Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Geneos Wealth Management's Strive 1000 Dividend Growth ETF position peaked at $19.4K in Q1 2025.
  • 29 funds tracked by Wall St. Rank held Strive 1000 Dividend Growth ETF as of Q1 2026.

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