Geneos Wealth Management’s FundX Conservative ETF XRLX Stock Holding History

Geneos Wealth Management’s Portfolio XRLX Stock Details XRLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$39.2K	Hold	800	–	–	﹤0.01%	1798
2026 Q2	$39.6K	Hold	800	–	–	﹤0.01%	1548
2026 Q1	$35.8K	Hold	800	–	–	﹤0.01%	1557
2025 Q4	$36.8K	Hold	800	–	–	﹤0.01%	1507
2025 Q3	$37.1K	Hold	800	–	–	﹤0.01%	1488
2025 Q2	$35.4K	Hold	800	–	–	﹤0.01%	1749
2025 Q1	$33.2K	Hold	800	–	–	﹤0.01%	1695
2024 Q4	$35K	Buy	+800	New	+$35.4K	﹤0.01%	1462

Other funds holding XRLX

One Capital Management Westlake Village, California $4.34B AUM 10.21% 1-Year Est. Return

Basso Capital Management Stamford, Connecticut $465M AUM 24.4% 1-Year Est. Return

Atomi Financial Group New York $3.9B AUM 21.8% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Glass Jacobson Investment Advisors Owings Mills, Maryland $326M AUM 13.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Geneos Wealth Management held its FundX Conservative ETF (XRLX) position steady in Q3 2026 at 800 shares worth $39.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1798.

Geneos Wealth Management first reported a position in XRLX in Q4 2024 and has held it in 8 quarters since. The position peaked at $39.6K in Q2 2026. 7 funds tracked by Wall St. Rank hold XRLX as of Q3 2026.

Geneos Wealth Management held 800 shares of FundX Conservative ETF worth $39.2K as of Q3 2026.
Geneos Wealth Management left its FundX Conservative ETF share count unchanged in Q3 2026.
FundX Conservative ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1798 holding.
Geneos Wealth Management first reported a position in FundX Conservative ETF in Q4 2024 and has held it in 8 quarters since.
Geneos Wealth Management's FundX Conservative ETF position peaked at $39.6K in Q2 2026.
7 funds tracked by Wall St. Rank held FundX Conservative ETF as of Q3 2026.

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