Geneos Wealth Management
STXF icon

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
Q3 		$2.09M Buy
42,486
+3,907
+10% +$192K 0.04% 396
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

OxenFree Capital
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
Holistic Planning
Holistic Planning Nacogdoches, Texas $718M AUM 13.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $1.05B AUM 20.46% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Weaver Capital Management
Weaver Capital Management Suwanee, Georgia $525M AUM 12.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Hegarty Advisors
Hegarty Advisors Garden City, New York $162M AUM 13.29% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $263M AUM 22.29% 1-Year Est. Return

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

Geneos Wealth Management increased its Strive 500 ETF (STXF) stake by 10% in Q3 2026, buying an estimated $192K and bringing the position to 42,486 shares worth $2.09M. The position accounts for 0.04% of the portfolio, ranked #396.

Geneos Wealth Management first reported a position in STXF in Q4 2024 and has held it in 8 quarters since. 79 funds tracked by Wall St. Rank hold STXF as of Q3 2026.

  • Geneos Wealth Management held 42,486 shares of Strive 500 ETF worth $2.09M as of Q3 2026.
  • Geneos Wealth Management bought 3,907 Strive 500 ETF shares in Q3 2026, an estimated $192K.
  • Strive 500 ETF made up 0.04% of Geneos Wealth Management's portfolio in Q3 2026, its #396 holding.
  • Geneos Wealth Management first reported a position in Strive 500 ETF in Q4 2024 and has held it in 8 quarters since.
  • 79 funds tracked by Wall St. Rank held Strive 500 ETF as of Q3 2026.

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