GWM
XRLX icon

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
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 Sell
800
-800
-50% -$33.7K ﹤0.01% 1749
2025
Q1 		$66.5K Buy
1,600
+800
+100% +$34.9K ﹤0.01% 1774
2024
Q4 		$35K Buy
+800
New +$35.4K ﹤0.01% 1462

Other funds holding XRLX

BCM
Basso Capital Management Stamford, Connecticut $469M AUM 32.23% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
GJIA
Glass Jacobson Investment Advisors Owings Mills, Maryland $321M AUM 20.69% 1-Year Est. Return

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

Geneos Wealth Management held its FundX Conservative ETF (XRLX) position steady in Q2 2026 at 800 shares worth $39.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1548.

Geneos Wealth Management first reported a position in XRLX in Q4 2024 and has held it in 7 quarters since. The position peaked at $66.5K in Q1 2025. 5 funds tracked by Wall St. Rank hold XRLX as of Q2 2026.

  • Geneos Wealth Management held 800 shares of FundX Conservative ETF worth $39.6K as of Q2 2026.
  • Geneos Wealth Management left its FundX Conservative ETF share count unchanged in Q2 2026.
  • FundX Conservative ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1548 holding.
  • Geneos Wealth Management first reported a position in FundX Conservative ETF in Q4 2024 and has held it in 7 quarters since.
  • Geneos Wealth Management's FundX Conservative ETF position peaked at $66.5K in Q1 2025.
  • 5 funds tracked by Wall St. Rank held FundX Conservative ETF as of Q2 2026.

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