LifeSteps Financial’s Genelux GNLX Stock Holding History

LifeSteps Financial’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	$367K	Buy	121,965 +3,103	+3%	+$8.78K	0.17%	71
2026 Q1	$288K	Buy	118,862 +787	+0.7%	+$2.15K	0.18%	75
2025 Q4	$515K	Buy	118,075 +12,904	+12%	+$69.7K	0.33%	47
2025 Q3	$442K	Buy	105,171 +7,952	+8%	+$28.2K	0.28%	57
2025 Q2	$279K	Buy	97,219 +11,627	+14%	+$30.7K	0.19%	75
2025 Q1	$231K	Sell	85,592 -1,378	-2%	-$5.17K	0.19%	75
2024 Q4	$205K	Buy	86,970 +8,715	+11%	+$23.2K	0.16%	79
2024 Q3	$185K	Buy	78,255 +11,719	+18%	+$25.8K	0.15%	82
2024 Q2	$130K	Buy	66,536 +22,227	+50%	+$75.5K	0.11%	78
2024 Q1	$285K	Buy	44,309 +9,301	+27%	+$84.5K	0.22%	65
2023 Q4	$490K	Buy	35,008 +2,191	+7%	+$34.6K	0.44%	44
2023 Q3	$804K	Buy	32,817 +19,438	+145%	+$493K	0.82%	28
2023 Q2	$438K	Buy	+13,379	New	+$376K	0.43%	43

Other funds holding GNLX

WDC

Woodward Diversified Capital Bakersfield, California $227M AUM 40.62% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RYA

Richard Young Associates Augusta, Georgia $150M AUM

Waystone Advisors Redmond, Washington $134M AUM

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

LifeSteps Financial's GNLX Position: Q2 2026 in Review

LifeSteps Financial increased its Genelux (GNLX) stake by 2.6% in Q2 2026, buying an estimated $8.78K and bringing the position to 121,965 shares worth $367K. The position accounts for 0.17% of the portfolio, ranked #71.

LifeSteps Financial first reported a position in GNLX in Q2 2023 and has held it in 13 quarters since. The position peaked at $804K in Q3 2023. 21 funds tracked by Wall St. Rank hold GNLX as of Q2 2026.

LifeSteps Financial held 121,965 shares of Genelux worth $367K as of Q2 2026.
LifeSteps Financial bought 3,103 Genelux shares in Q2 2026, an estimated $8.78K.
Genelux made up 0.17% of LifeSteps Financial's portfolio in Q2 2026, its #71 holding.
LifeSteps Financial first reported a position in Genelux in Q2 2023 and has held it in 13 quarters since.
LifeSteps Financial's Genelux position peaked at $804K in Q3 2023.
21 funds tracked by Wall St. Rank held Genelux as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.