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
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
+18,624
+104% +$688K 0.04% 439
2025
Q1 		$648K Buy
17,976
+12,484
+227% +$474K 0.01% 804
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 $324B AUM 22.36% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $461M AUM 20.77% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Geneos Wealth Management increased its Strive 500 ETF (STXF) stake by 2.6% in Q1 2026, buying an estimated $41.9K and bringing the position to 38,076 shares worth $1.6M. 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 6 quarters since. The position peaked at $1.64M in Q4 2025. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

  • Geneos Wealth Management held 38,076 shares of Strive 500 ETF worth $1.6M as of Q1 2026.
  • Geneos Wealth Management bought 956 Strive 500 ETF shares in Q1 2026, an estimated $41.9K.
  • Strive 500 ETF made up 0.04% of Geneos Wealth Management's portfolio in Q1 2026, its #396 holding.
  • Geneos Wealth Management first reported a position in Strive 500 ETF in Q4 2024 and has held it in 6 quarters since.
  • Geneos Wealth Management's Strive 500 ETF position peaked at $1.64M in Q4 2025.
  • 137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

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