GWM
STXF

Geneos Wealth Management’s Strive 500 ETF STXF Stock Holding History

Geneos Wealth Management’s Portfolio STXF Stock Details STXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.86M Buy
38,579
+503
+1% +$23.5K 0.04% 394
2026
Q1 		$1.6M Buy
38,076
+956
+3% +$41.9K 0.04% 396
2025
Q4 		$1.64M Buy
37,120
+516
+1% +$22.6K 0.04% 390
2025
Q3 		$1.58M Buy
36,604
+4
+0% +$166 0.04% 390
2025
Q2 		$1.47M Buy
36,600
+30,608
+511% +$1.13M 0.04% 439
2025
Q1 		$216K Buy
5,992
+500
+9% +$19K 0.01% 877
2024
Q4 		$208K Buy
+5,492
New +$208K 0.01% 820

Other funds holding STXF

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $454M AUM 20.18% 1-Year Est. Return

Geneos Wealth Management's STXF Position: Q2 2026 in Review

Geneos Wealth Management increased its Strive 500 ETF (STXF) stake by 1.3% in Q2 2026, buying an estimated $23.5K and bringing the position to 38,579 shares worth $1.86M. The position accounts for 0.04% of the portfolio, ranked #394.

Geneos Wealth Management first reported a position in STXF in Q4 2024 and has held it in 7 quarters since. 141 funds tracked by Wall St. Rank hold STXF as of Q2 2026.

  • Geneos Wealth Management held 38,579 shares of Strive 500 ETF worth $1.86M as of Q2 2026.
  • Geneos Wealth Management bought 503 Strive 500 ETF shares in Q2 2026, an estimated $23.5K.
  • Strive 500 ETF made up 0.04% of Geneos Wealth Management's portfolio in Q2 2026, its #394 holding.
  • Geneos Wealth Management first reported a position in Strive 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 141 funds tracked by Wall St. Rank held Strive 500 ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.