KWB Wealth’s Genelux GNLX Stock Holding History

KWB Wealth’s Portfolio GNLX Stock Details GNLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$59K	Hold	23,327	–	–	0.01%	178
2026 Q2	$70.2K	Hold	23,327	–	–	0.01%	169
2026 Q1	$102K	Hold	23,327	–	–	0.01%	165
2025 Q4	$102K	Hold	23,327	–	–	0.01%	174
2025 Q3	$66.9K	Hold	23,327	–	–	0.01%	146
2025 Q2	$63K	Hold	23,327	–	–	0.01%	155
2025 Q1	$55.1K	Hold	23,327	–	–	0.01%	148
2024 Q4	$55.3K	Hold	23,327	–	–	0.01%	141
2024 Q3	$45.5K	Hold	23,327	–	–	0.01%	132
2024 Q2	$150K	Hold	23,327	–	–	0.02%	128
2024 Q1	$150K	Hold	23,327	–	–	0.02%	128
2023 Q4	$327K	Buy	+23,327	New	+$368K	0.05%	104

Other funds holding GNLX

Woodward Diversified Capital Bakersfield, California $254M AUM 31.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return

LifeSteps Financial Claremont, California $210M AUM 19.56% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

KWB Wealth's GNLX Position: Q3 2026 in Review

KWB Wealth held its Genelux (GNLX) position steady in Q3 2026 at 23,327 shares worth $59K. The position accounts for 0.01% of the portfolio, ranked #178.

KWB Wealth first reported a position in GNLX in Q4 2023 and has held it in 12 quarters since. The position peaked at $327K in Q4 2023. 34 funds tracked by Wall St. Rank hold GNLX as of Q3 2026.

KWB Wealth held 23,327 shares of Genelux worth $59K as of Q3 2026.
KWB Wealth left its Genelux share count unchanged in Q3 2026.
Genelux made up 0.01% of KWB Wealth's portfolio in Q3 2026, its #178 holding.
KWB Wealth first reported a position in Genelux in Q4 2023 and has held it in 12 quarters since.
KWB Wealth's Genelux position peaked at $327K in Q4 2023.
34 funds tracked by Wall St. Rank held Genelux as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.