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Geneos Wealth Management’s Global X Uranium ETF URA Stock Holding History

Geneos Wealth Management’s Portfolio URA Stock Details URA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.83M Sell
58,336
-1,824
-3% -$94.9K 0.07% 306
2025
Q4 		$2.57M Sell
60,160
-5,706
-9% -$276K 0.06% 313
2025
Q3 		$3.14M Sell
65,866
-2,493
-4% -$103K 0.08% 276
2025
Q2 		$2.65M Sell
68,359
-56,409
-45% -$1.64M 0.06% 318
2025
Q1 		$2.86M Buy
124,768
+78,904
+172% +$2.1M 0.04% 406
2024
Q4 		$1.23M Buy
45,864
+5,567
+14% +$170K 0.04% 367
2024
Q3 		$1.15M Buy
40,297
+5,475
+16% +$147K 0.04% 372
2024
Q2 		$1.01M Sell
34,822
-900
-3% -$27.4K 0.04% 360
2024
Q1 		$1.03M Sell
35,722
-3,060
-8% -$88.6K 0.05% 344
2023
Q4 		$1.07M Sell
38,782
-6,613
-15% -$181K 0.05% 312
2023
Q3 		$1.23M Buy
45,395
+3,889
+9% +$91.4K 0.06% 283
2023
Q2 		$901K Buy
41,506
+2,000
+5% +$40.9K 0.05% 334
2023
Q1 		$787K Buy
39,506
+201
+0.5% +$4.25K 0.05% 346
2022
Q4 		$789K Sell
39,305
-1,494
-4% -$30.2K 0.05% 319
2022
Q3 		$808K Sell
40,799
-9,695
-19% -$202K 0.06% 295
2022
Q2 		$960K Sell
50,494
-1,395
-3% -$31.4K 0.05% 333
2022
Q1 		$1.36M Sell
51,889
-2,280
-4% -$52.9K 0.06% 282
2021
Q4 		$1.24M Buy
54,169
+1,713
+3% +$45.2K 0.05% 344
2021
Q3 		$1.27M Buy
52,456
+1,667
+3% +$35.5K 0.05% 323
2021
Q2 		$1.08M Sell
50,789
-6,100
-11% -$129K 0.04% 345
2021
Q1 		$1.11M Buy
56,889
+4,910
+9% +$85.5K 0.03% 394
2020
Q4 		$871K Buy
51,979
+19,979
+62% +$245K 0.04% 389
2020
Q3 		$354K Sell
32,000
-1,000
-3% -$11.7K 0.02% 517
2020
Q2 		$356K Sell
33,000
-4,950
-13% -$52.3K 0.02% 493
2020
Q1 		$310K Sell
37,950
-495
-1% -$4.91K 0.02% 486
2019
Q4 		$429K Sell
38,445
-1,600
-4% -$17.6K 0.02% 474
2019
Q3 		$438K Sell
40,045
-1,830
-4% -$20.2K 0.03% 435
2019
Q2 		$508K Sell
41,875
-800
-2% -$9.63K 0.03% 398
2019
Q1 		$533K Sell
42,675
-915
-2% -$11.4K 0.04% 380
2018
Q4 		$505K Sell
43,590
-6,197
-12% -$77.2K 0.04% 371
2018
Q3 		$662K Buy
49,787
+39,497
+384% +$504K 0.04% 330
2018
Q2 		$132K Sell
10,290
-28,747
-74% -$388K 0.01% 699
2018
Q1 		$471K Sell
39,037
-15,413
-28% -$210K 0.04% 317
2017
Q4 		$819K Buy
54,450
+2,350
+5% +$32.7K 0.07% 239
2017
Q3 		$692K Sell
52,100
-3,300
-6% -$45.5K 0.07% 247
2017
Q2 		$730K Buy
55,400
+4,297
+8% +$58.5K 0.07% 231
2017
Q1 		$784K Buy
51,103
+4,778
+10% +$78.1K 0.08% 209
2016
Q4 		$596K Buy
46,325
+23,475
+103% +$298K 0.08% 218
2016
Q3 		$297K Buy
22,850
+20,723
+974% +$288K 0.04% 362
2016
Q2 		$30K Buy
2,127
+421
+25% +$6.14K ﹤0.01% 988
2016
Q1 		$25K Buy
+1,706
New +$22.1K ﹤0.01% 1023

Other funds holding URA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

Geneos Wealth Management reduced its Global X Uranium ETF (URA) stake by 3% in Q1 2026, selling an estimated $94.9K and leaving 58,336 shares worth $2.83M. The position accounts for 0.07% of the portfolio, ranked #306.

Geneos Wealth Management first reported a position in URA in Q1 2016 and has held it in 41 quarters since. The position peaked at $3.14M in Q3 2025. 522 funds tracked by Wall St. Rank hold URA as of Q1 2026.

  • Geneos Wealth Management held 58,336 shares of Global X Uranium ETF worth $2.83M as of Q1 2026.
  • Geneos Wealth Management sold 1,824 Global X Uranium ETF shares in Q1 2026, an estimated $94.9K.
  • Global X Uranium ETF made up 0.07% of Geneos Wealth Management's portfolio in Q1 2026, its #306 holding.
  • Geneos Wealth Management first reported a position in Global X Uranium ETF in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Global X Uranium ETF position peaked at $3.14M in Q3 2025.
  • 522 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q1 2026.

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