Geneos Wealth Management
STXG icon

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

Geneos Wealth Management’s Portfolio STXG Stock Details STXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33.2K Hold
600
– – ﹤0.01% 1631
2026
Q1 		$28.1K Hold
600
– – ﹤0.01% 1646
2025
Q4 		$30.5K Hold
600
– – ﹤0.01% 1576
2025
Q3 		$30K Hold
600
– – ﹤0.01% 1568
2025
Q2 		$27.6K Buy
600
+300
+100% +$12.6K ﹤0.01% 1881
2025
Q1 		$12K Hold
300
– – ﹤0.01% 2183
2024
Q4 		$13K Buy
+300
New +$13K ﹤0.01% 1933

Other funds holding STXG

OxenFree Capital
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
Holistic Planning
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Demars Financial Group
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
Advyzon Investment Management
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Geneos Wealth Management held its Strive 1000 Growth ETF (STXG) position steady in Q2 2026 at 600 shares worth $33.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1631.

Geneos Wealth Management first reported a position in STXG in Q4 2024 and has held it in 7 quarters since. 47 funds tracked by Wall St. Rank hold STXG as of Q2 2026.

  • Geneos Wealth Management held 600 shares of Strive 1000 Growth ETF worth $33.2K as of Q2 2026.
  • Geneos Wealth Management left its Strive 1000 Growth ETF share count unchanged in Q2 2026.
  • Strive 1000 Growth ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1631 holding.
  • Geneos Wealth Management first reported a position in Strive 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 47 funds tracked by Wall St. Rank held Strive 1000 Growth ETF as of Q2 2026.

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