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
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 $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
CPL
CAP Partners LLC Franklin, Tennessee $204M AUM 21.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.68B AUM 31.18% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

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

Geneos Wealth Management held its Xtrackers Artificial Intelligence and Big Data ETF (XAIX) position steady in Q2 2026 at 1,315 shares worth $75.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1323.

Geneos Wealth Management first reported a position in XAIX in Q3 2025 and has held it in 4 quarters since. 48 funds tracked by Wall St. Rank hold XAIX as of Q2 2026.

  • Geneos Wealth Management held 1,315 shares of Xtrackers Artificial Intelligence and Big Data ETF worth $75.7K as of Q2 2026.
  • Geneos Wealth Management left its Xtrackers Artificial Intelligence and Big Data ETF share count unchanged in Q2 2026.
  • Xtrackers Artificial Intelligence and Big Data ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1323 holding.
  • Geneos Wealth Management first reported a position in Xtrackers Artificial Intelligence and Big Data ETF in Q3 2025 and has held it in 4 quarters since.
  • 48 funds tracked by Wall St. Rank held Xtrackers Artificial Intelligence and Big Data ETF as of Q2 2026.

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