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GeoWealth Management’s Global X FinTech ETF FINX Stock Holding History

GeoWealth Management’s Portfolio FINX Stock Details FINX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-7,205
Closed -$212K – 868
2025
Q4 		$212K Sell
7,205
-1,163
-14% -$36.9K 0.01% 649
2025
Q3 		$280K Sell
8,368
-1,064
-11% -$36.2K 0.01% 609
2025
Q2 		$323K Buy
9,432
+449
+5% +$13.3K 0.01% 527
2025
Q1 		$248K Buy
8,983
+2,311
+35% +$71.5K 0.01% 600
2024
Q4 		$208K Sell
6,672
-804
-11% -$25.1K 0.01% 751
2024
Q3 		$209K Sell
7,476
-3,412
-31% -$90.1K 0.01% 705
2024
Q2 		$274K Buy
10,888
+5,408
+99% +$139K 0.01% 607
2024
Q1 		$153K Sell
5,480
-7,792
-59% -$199K 0.01% 732
2023
Q4 		$341K Sell
13,272
-2,832
-18% -$60.8K 0.03% 392
2023
Q3 		$323K Buy
16,104
+892
+6% +$19.8K 0.04% 230
2023
Q2 		$336K Buy
15,212
+3,689
+32% +$77K 0.04% 205
2023
Q1 		$240K Buy
11,523
+1,107
+11% +$23.2K 0.03% 196
2022
Q4 		$200K Buy
10,416
+2,159
+26% +$43.5K 0.02% 244
2022
Q3 		$167K Buy
8,257
+2,624
+47% +$61.8K 0.02% 251
2022
Q2 		$119K Buy
5,633
+157
+3% +$4.02K 0.02% 264
2022
Q1 		$175K Sell
5,476
-1,385
-20% -$45.3K 0.02% 299
2021
Q4 		$276K Buy
6,861
+856
+14% +$40.6K 0.02% 252
2021
Q3 		$289K Sell
6,005
-13,967
-70% -$683K 0.02% 267
2021
Q2 		$951K Buy
19,972
+1,673
+9% +$76.8K 0.12% 103
2021
Q1 		$807K Buy
18,299
+7,683
+72% +$361K 0.13% 92
2020
Q4 		$494K Buy
+10,616
New +$443K 0.08% 143

Other funds holding FINX

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $210M AUM 28.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return
SCP
Stamos Capital Partners Menlo Park, California $640M AUM 15.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GeoWealth Management's FINX Position: Q1 2026 in Review

GeoWealth Management sold out of Global X FinTech ETF (FINX) in Q1 2026, closing a stake of 7,205 shares — an estimated $212K sold.

GeoWealth Management first reported a position in FINX in Q4 2020 and held it in 21 quarters. The position peaked at $951K in Q2 2021. 79 funds tracked by Wall St. Rank hold FINX as of Q1 2026.

  • GeoWealth Management reported no remaining Global X FinTech ETF position as of Q1 2026 after selling out during the quarter.
  • GeoWealth Management sold 7,205 Global X FinTech ETF shares in Q1 2026, an estimated $212K.
  • GeoWealth Management first reported a position in Global X FinTech ETF in Q4 2020 and held it in 21 quarters.
  • GeoWealth Management's Global X FinTech ETF position peaked at $951K in Q2 2021.
  • 79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2026.

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