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Fundx Invt Tr shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Fundx Invt Tr (XRLX) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Fundx Invt Tr

Tip: Access up to 7 years of quarterly data

All positions including Fundx Invt Tr held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fundx Invt Tr by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $37k 800 45.96
2025-09-30 $37k 800 46.41
2025-06-30 $35k 800 44.26
2025-03-31 $33k 800 41.55
2024-12-31 $35k 800 43.79

More positions owned by Geneos Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Russell 3000 Etf (IWV)
Apple (AAPL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPYM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Total (IXUS)
Putnam Etf Trust Focused Lar Cap (PVAL)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
NVIDIA Corporation (NVDA)

View all positions for Geneos Wealth Management

Top funds holding Fundx Invt Tr

One Capital Management
Gts Securities
Atria Investments
Creative Planning
Glass Jacobson Investment Advisors
Geneos Wealth Management
UBS Group
Steward Partners Investment Advisory

View all funds holding Fundx Invt Tr