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SageView Advisory Group’s Genelux GNLX Stock Holding History

SageView Advisory Group’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 		– Sell
-1,264
Closed -$5.51K – 1311
2025
Q4 		$5.51K Buy
+1,264
New +$6.83K ﹤0.01% 1944
2024
Q2 		– Sell
-18,788
Closed -$314K – 600
2024
Q1 		$314K Buy
+18,788
New +$171K 0.02% 401

Other funds holding GNLX

WDC
Woodward Diversified Capital Bakersfield, California $227M AUM 40.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BL
Bleichroeder LP New York $559M AUM 83.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
CM
CM Management Gulf Breeze, Florida $157M AUM 60.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SageView Advisory Group's GNLX Position: Q1 2026 in Review

SageView Advisory Group sold out of Genelux (GNLX) in Q1 2026, closing a stake of 1,264 shares — an estimated $5.51K sold.

SageView Advisory Group first reported a position in GNLX in Q1 2024 and held it in 2 quarters. The position peaked at $314K in Q1 2024. 71 funds tracked by Wall St. Rank hold GNLX as of Q1 2026.

  • SageView Advisory Group reported no remaining Genelux position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,264 Genelux shares in Q1 2026, an estimated $5.51K.
  • SageView Advisory Group first reported a position in Genelux in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's Genelux position peaked at $314K in Q1 2024.
  • 71 funds tracked by Wall St. Rank held Genelux as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.