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Geneos Wealth Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Geneos Wealth Management’s Portfolio XT Stock Details XT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-50
Closed -$3.49K – 2571
2025
Q4 		$3.49K Hold
50
– – ﹤0.01% 2227
2025
Q3 		$3.6K Hold
50
– – ﹤0.01% 2214
2025
Q2 		$3.26K Buy
+50
New +$2.98K ﹤0.01% 2696
2022
Q3 		– Sell
-50
Closed -$2K – 2622
2022
Q2 		$2K Hold
50
– – ﹤0.01% 2438
2022
Q1 		$2K Sell
50
-402
-89% -$23.6K ﹤0.01% 2583
2021
Q4 		$29K Sell
452
-480
-52% -$31.3K ﹤0.01% 1711
2021
Q3 		$58K Buy
932
+151
+19% +$9.73K ﹤0.01% 1413
2021
Q2 		$49K Sell
781
-132
-14% -$8.13K ﹤0.01% 1495
2021
Q1 		$56K Hold
913
– – ﹤0.01% 1569
2020
Q4 		$54K Buy
913
+132
+17% +$6.96K ﹤0.01% 1422
2020
Q3 		$37K Buy
781
+329
+73% +$15.7K ﹤0.01% 1380
2020
Q2 		$19K Hold
452
– – ﹤0.01% 1652
2020
Q1 		$15K Sell
452
-29
-6% -$1.19K ﹤0.01% 1638
2019
Q4 		$20K Hold
481
– – ﹤0.01% 1698
2019
Q3 		$18K Sell
481
-38,908
-99% -$1.5M ﹤0.01% 1666
2019
Q2 		$1.52M Sell
39,389
-2,685
-6% -$102K 0.09% 211
2019
Q1 		$1.6M Sell
42,074
-72,186
-63% -$2.63M 0.11% 203
2018
Q4 		$3.77M Sell
114,260
-16,092
-12% -$571K 0.28% 96
2018
Q3 		$5.06M Buy
130,352
+45,575
+54% +$1.73M 0.34% 74
2018
Q2 		$3.07M Buy
84,777
+26,366
+45% +$968K 0.24% 108
2018
Q1 		$2.13M Buy
58,411
+7,234
+14% +$268K 0.19% 124
2017
Q4 		$1.81M Sell
51,177
-3,622
-7% -$127K 0.16% 143
2017
Q3 		$1.87M Buy
54,799
+1,592
+3% +$52.7K 0.19% 134
2017
Q2 		$1.69M Buy
53,207
+722
+1% +$22.4K 0.17% 131
2017
Q1 		$1.61M Buy
+52,485
New +$1.5M 0.17% 129

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

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

Geneos Wealth Management sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2026, closing a stake of 50 shares — an estimated $3.49K sold.

Geneos Wealth Management first reported a position in XT in Q1 2017 and held it in 25 quarters. The position peaked at $5.06M in Q3 2018. 268 funds tracked by Wall St. Rank hold XT as of Q1 2026.

  • Geneos Wealth Management reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2026 after selling out during the quarter.
  • Geneos Wealth Management sold 50 iShares Future Exponential Technologies ETF shares in Q1 2026, an estimated $3.49K.
  • Geneos Wealth Management first reported a position in iShares Future Exponential Technologies ETF in Q1 2017 and held it in 25 quarters.
  • Geneos Wealth Management's iShares Future Exponential Technologies ETF position peaked at $5.06M in Q3 2018.
  • 268 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

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