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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
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 Sell
600
-300
-33% -$12.6K ﹤0.01% 1881
2025
Q1 		$36K Buy
900
+600
+200% +$25.9K ﹤0.01% 2076
2024
Q4 		$13K Buy
+300
New +$13K ﹤0.01% 1933

Other funds holding STXG

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

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

Geneos Wealth Management held its Strive 1000 Growth ETF (STXG) position steady in Q1 2026 at 600 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1646.

Geneos Wealth Management first reported a position in STXG in Q4 2024 and has held it in 6 quarters since. The position peaked at $36K in Q1 2025. 43 funds tracked by Wall St. Rank hold STXG as of Q1 2026.

  • Geneos Wealth Management held 600 shares of Strive 1000 Growth ETF worth $28.1K as of Q1 2026.
  • Geneos Wealth Management left its Strive 1000 Growth ETF share count unchanged in Q1 2026.
  • Strive 1000 Growth ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1646 holding.
  • Geneos Wealth Management first reported a position in Strive 1000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Geneos Wealth Management's Strive 1000 Growth ETF position peaked at $36K in Q1 2025.
  • 43 funds tracked by Wall St. Rank held Strive 1000 Growth ETF as of Q1 2026.

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