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Geneos Wealth Management’s Strive 1000 Value ETF STXV Stock Holding History

Geneos Wealth Management’s Portfolio STXV Stock Details STXV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$37.9K Hold
1,000
– – ﹤0.01% 1567
2026
Q1 		$35.1K Buy
+1,000
New +$35.5K ﹤0.01% 1563

Other funds holding STXV

HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
PCMU
Paragon Capital Management (Utah) Provo, Utah $135M AUM 29.99% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

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

Geneos Wealth Management held its Strive 1000 Value ETF (STXV) position steady in Q2 2026 at 1,000 shares worth $37.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1567.

Geneos Wealth Management first reported a position in STXV in Q1 2026 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold STXV as of Q2 2026.

  • Geneos Wealth Management held 1,000 shares of Strive 1000 Value ETF worth $37.9K as of Q2 2026.
  • Geneos Wealth Management left its Strive 1000 Value ETF share count unchanged in Q2 2026.
  • Strive 1000 Value ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1567 holding.
  • Geneos Wealth Management first reported a position in Strive 1000 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held Strive 1000 Value ETF as of Q2 2026.

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