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GeoWealth Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

GeoWealth Management’s Portfolio BOTZ Stock Details BOTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$147K Sell
4,424
-1,107
-20% -$40.9K 0.01% 768
2025
Q4 		$200K Sell
5,531
-2,940
-35% -$107K 0.01% 667
2025
Q3 		$300K Sell
8,471
-1,386
-14% -$46.7K 0.01% 590
2025
Q2 		$322K Sell
9,857
-1,480
-13% -$43.8K 0.01% 528
2025
Q1 		$323K Sell
11,337
-464
-4% -$15K 0.01% 532
2024
Q4 		$377K Sell
11,801
-2,087
-15% -$68K 0.01% 553
2024
Q3 		$447K Sell
13,888
-2,054
-13% -$62.9K 0.02% 487
2024
Q2 		$492K Sell
15,942
-287
-2% -$8.85K 0.02% 433
2024
Q1 		$516K Sell
16,229
-2,342
-13% -$70.5K 0.02% 427
2023
Q4 		$530K Buy
18,571
+6,149
+50% +$157K 0.04% 321
2023
Q3 		$306K Buy
12,422
+1,125
+10% +$30.4K 0.03% 233
2023
Q2 		$325K Buy
11,297
+3,057
+37% +$81.1K 0.04% 207
2023
Q1 		$208K Buy
8,240
+1,337
+19% +$31.5K 0.02% 205
2022
Q4 		$144K Sell
6,903
-157
-2% -$3.16K 0.02% 263
2022
Q3 		$127K Sell
7,060
-4,878
-41% -$103K 0.01% 262
2022
Q2 		$241K Buy
11,938
+86
+0.7% +$2.03K 0.03% 225
2022
Q1 		$340K Buy
11,852
+7,465
+170% +$222K 0.03% 250
2021
Q4 		$159K Buy
4,387
+1,774
+68% +$65.4K 0.01% 279
2021
Q3 		$96K Sell
2,613
-15,987
-86% -$574K 0.01% 324
2021
Q2 		$650K Buy
18,600
+1,489
+9% +$51.1K 0.08% 126
2021
Q1 		$564K Buy
17,111
+2,861
+20% +$97.9K 0.09% 111
2020
Q4 		$470K Buy
+14,250
New +$436K 0.08% 145
2020
Q3 		– Sell
-29,496
Closed -$705K – 161
2020
Q2 		$705K Buy
+29,496
New +$632K 0.29% 82

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GeoWealth Management's BOTZ Position: Q1 2026 in Review

GeoWealth Management reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 20% in Q1 2026, selling an estimated $40.9K and leaving 4,424 shares worth $147K. The position accounts for 0.01% of the portfolio, ranked #768.

GeoWealth Management first reported a position in BOTZ in Q2 2020 and has held it in 23 quarters since. The position peaked at $705K in Q2 2020. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

  • GeoWealth Management held 4,424 shares of Global X Robotics & Artificial Intelligence ETF worth $147K as of Q1 2026.
  • GeoWealth Management sold 1,107 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $40.9K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #768 holding.
  • GeoWealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2020 and has held it in 23 quarters since.
  • GeoWealth Management's Global X Robotics & Artificial Intelligence ETF position peaked at $705K in Q2 2020.
  • 441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.