KW
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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
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

LF
LifeSteps Financial Claremont, California $215M AUM 27.52% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WA
Waystone Advisors Redmond, Washington $134M AUM
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

KWB Wealth's GNLX Position: Q2 2026 in Review

KWB Wealth held its Genelux (GNLX) position steady in Q2 2026 at 23,327 shares worth $70.2K. The position accounts for 0.01% of the portfolio, ranked #169.

KWB Wealth first reported a position in GNLX in Q4 2023 and has held it in 11 quarters since. The position peaked at $327K in Q4 2023. 7 funds tracked by Wall St. Rank hold GNLX as of Q2 2026.

  • KWB Wealth held 23,327 shares of Genelux worth $70.2K as of Q2 2026.
  • KWB Wealth left its Genelux share count unchanged in Q2 2026.
  • Genelux made up 0.01% of KWB Wealth's portfolio in Q2 2026, its #169 holding.
  • KWB Wealth first reported a position in Genelux in Q4 2023 and has held it in 11 quarters since.
  • KWB Wealth's Genelux position peaked at $327K in Q4 2023.
  • 7 funds tracked by Wall St. Rank held Genelux as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.