Geneos Wealth Management
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Geneos Wealth Management’s Xtrackers Artificial Intelligence and Big Data ETF XAIX Stock Holding History

Geneos Wealth Management’s Portfolio XAIX Stock Details XAIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$80.1K Buy
1,363
+48
+4% +$2.68K ﹤0.01% 1469
2026
Q2 		$75.7K Hold
1,315
– – ﹤0.01% 1323
2026
Q1 		$52.5K Buy
1,315
+150
+13% +$6.37K ﹤0.01% 1406
2025
Q4 		$50K Buy
1,165
+454
+64% +$19.3K ﹤0.01% 1396
2025
Q3 		$29.5K Buy
+711
New +$27.9K ﹤0.01% 1578

Other funds holding XAIX

Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Soltis Investment Advisors
Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
CAP Partners LLC
CAP Partners LLC Franklin, Tennessee $218M AUM 16.38% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.71B AUM 23.29% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
Wedgewood Investors
Wedgewood Investors Erie, Pennsylvania $97.6M AUM 26.67% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Geneos Wealth Management's XAIX Position: Q3 2026 in Review

Geneos Wealth Management increased its Xtrackers Artificial Intelligence and Big Data ETF (XAIX) stake by 3.7% in Q3 2026, buying an estimated $2.68K and bringing the position to 1,363 shares worth $80.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1469.

Geneos Wealth Management first reported a position in XAIX in Q3 2025 and has held it in 5 quarters since. 32 funds tracked by Wall St. Rank hold XAIX as of Q3 2026.

  • Geneos Wealth Management held 1,363 shares of Xtrackers Artificial Intelligence and Big Data ETF worth $80.1K as of Q3 2026.
  • Geneos Wealth Management bought 48 Xtrackers Artificial Intelligence and Big Data ETF shares in Q3 2026, an estimated $2.68K.
  • Xtrackers Artificial Intelligence and Big Data ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1469 holding.
  • Geneos Wealth Management first reported a position in Xtrackers Artificial Intelligence and Big Data ETF in Q3 2025 and has held it in 5 quarters since.
  • 32 funds tracked by Wall St. Rank held Xtrackers Artificial Intelligence and Big Data ETF as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.