GeoWealth Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

GeoWealth Management’s Portfolio MLPX Stock Details MLPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.18M	Buy	+15,956	New	+$1.17M	0.04%	286
2025 Q1	–	Sell	-2,498	Closed	-$151K	–	1515
2024 Q4	$151K	Sell	2,498 -2,498	-50%	-$149K	﹤0.01%	855
2024 Q3	$272K	Sell	4,996 -27,139	-84%	-$1.43M	0.01%	628
2024 Q2	$1.64M	Buy	32,135 +1,189	+4%	+$58.6K	0.07%	184
2024 Q1	$1.52M	Buy	30,946 +549	+2%	+$25K	0.06%	223
2023 Q4	$1.36M	Sell	30,397 -3,971	-12%	-$173K	0.11%	178
2023 Q3	$1.46M	Sell	34,368 -104	-0.3%	-$4.42K	0.17%	112
2023 Q2	$1.43M	Buy	34,472 +1,604	+5%	+$64.3K	0.15%	101
2023 Q1	$1.31M	Buy	+32,868	New	+$1.34M	0.15%	83
2019 Q4	–	Sell	-12,601	Closed	-$465K	–	161
2019 Q3	$465K	Buy	+12,601	New	+$468K	0.1%	107

Other funds holding MLPX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GeoWealth Management's MLPX Position: Q2 2026 in Review

GeoWealth Management opened a new position in Global X MLP & Energy Infrastructure ETF (MLPX) in Q2 2026: 15,956 shares worth $1.18M. The stake represents 0.04% of the portfolio and ranks #286 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in MLPX as recently as Q4 2024.

GeoWealth Management first reported a position in MLPX in Q3 2019 and has held it in 10 quarters since. The position peaked at $1.64M in Q2 2024. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

GeoWealth Management held 15,956 shares of Global X MLP & Energy Infrastructure ETF worth $1.18M as of Q2 2026.
Global X MLP & Energy Infrastructure ETF was a new GeoWealth Management position in Q2 2026.
Global X MLP & Energy Infrastructure ETF made up 0.04% of GeoWealth Management's portfolio in Q2 2026, its #286 holding.
GeoWealth Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2019 and has held it in 10 quarters since.
GeoWealth Management's Global X MLP & Energy Infrastructure ETF position peaked at $1.64M in Q2 2024.
344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.