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Plancorp LLC’s Genelux GNLX Stock Holding History

Plancorp LLC’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 		$29.6K Hold
10,010
– – ﹤0.01% 424
2026
Q1 		$25.4K Hold
10,010
– – ﹤0.01% 377
2025
Q4 		$43.6K Hold
10,010
– – ﹤0.01% 365
2025
Q3 		$42K Hold
10,010
– – ﹤0.01% 377
2025
Q2 		$28.7K Hold
10,010
– – ﹤0.01% 375
2025
Q1 		$27K Hold
10,010
– – ﹤0.01% 358
2024
Q4 		$23.6K Sell
10,010
-8,220
-45% -$21.9K ﹤0.01% 319
2024
Q3 		$43.2K Hold
18,230
– – ﹤0.01% 312
2024
Q2 		$35.5K Hold
18,230
– – ﹤0.01% 292
2024
Q1 		$117K Buy
+18,230
New +$166K 0.01% 290

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

Plancorp LLC's GNLX Position: Q2 2026 in Review

Plancorp LLC held its Genelux (GNLX) position steady in Q2 2026 at 10,010 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

Plancorp LLC first reported a position in GNLX in Q1 2024 and has held it in 10 quarters since. The position peaked at $117K in Q1 2024. 7 funds tracked by Wall St. Rank hold GNLX as of Q2 2026.

  • Plancorp LLC held 10,010 shares of Genelux worth $29.6K as of Q2 2026.
  • Plancorp LLC left its Genelux share count unchanged in Q2 2026.
  • Genelux made up ﹤0.01% of Plancorp LLC's portfolio in Q2 2026, its #424 holding.
  • Plancorp LLC first reported a position in Genelux in Q1 2024 and has held it in 10 quarters since.
  • Plancorp LLC's Genelux position peaked at $117K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Genelux as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.