GWM
XAIX

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
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

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPL
CAP Partners LLC Franklin, Tennessee $204M AUM 21.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.46B AUM 22.77% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

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

Geneos Wealth Management increased its Xtrackers Artificial Intelligence and Big Data ETF (XAIX) stake by 13% in Q1 2026, buying an estimated $6.37K and bringing the position to 1,315 shares worth $52.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1406.

Geneos Wealth Management first reported a position in XAIX in Q3 2025 and has held it in 3 quarters since. 35 funds tracked by Wall St. Rank hold XAIX as of Q1 2026.

  • Geneos Wealth Management held 1,315 shares of Xtrackers Artificial Intelligence and Big Data ETF worth $52.5K as of Q1 2026.
  • Geneos Wealth Management bought 150 Xtrackers Artificial Intelligence and Big Data ETF shares in Q1 2026, an estimated $6.37K.
  • Xtrackers Artificial Intelligence and Big Data ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1406 holding.
  • Geneos Wealth Management first reported a position in Xtrackers Artificial Intelligence and Big Data ETF in Q3 2025 and has held it in 3 quarters since.
  • 35 funds tracked by Wall St. Rank held Xtrackers Artificial Intelligence and Big Data ETF as of Q1 2026.

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