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Liberty Wealth Management’s Genelux GNLX Stock Holding History

Liberty Wealth Management’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
Q1 		$40K Hold
16,547
– – 0.01% 265
2025
Q4 		$72.1K Hold
16,547
– – 0.01% 244
2025
Q3 		$69.5K Hold
16,547
– – 0.01% 245
2025
Q2 		$47.5K Hold
16,547
– – 0.01% 228
2025
Q1 		$44.7K Buy
+16,547
New +$62.1K 0.01% 152

Other funds holding GNLX

WDC
Woodward Diversified Capital Bakersfield, California $220M AUM 30.39% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BL
Bleichroeder LP New York $579M AUM 94.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
CM
CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Liberty Wealth Management's GNLX Position: Q1 2026 in Review

Liberty Wealth Management held its Genelux (GNLX) position steady in Q1 2026 at 16,547 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #265.

Liberty Wealth Management first reported a position in GNLX in Q1 2025 and has held it in 5 quarters since. The position peaked at $72.1K in Q4 2025. 71 funds tracked by Wall St. Rank hold GNLX as of Q1 2026.

  • Liberty Wealth Management held 16,547 shares of Genelux worth $40K as of Q1 2026.
  • Liberty Wealth Management left its Genelux share count unchanged in Q1 2026.
  • Genelux made up 0.01% of Liberty Wealth Management's portfolio in Q1 2026, its #265 holding.
  • Liberty Wealth Management first reported a position in Genelux in Q1 2025 and has held it in 5 quarters since.
  • Liberty Wealth Management's Genelux position peaked at $72.1K in Q4 2025.
  • 71 funds tracked by Wall St. Rank held Genelux as of Q1 2026.

Based on Liberty Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.