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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

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.00135.031k35.0315k35.032k35.0325k35.033k799799.5800800.5801
Value ($)Share countHistorical XRLX position of Geneos Wealth Management Source: stockzoa.comValue ($)Share count

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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
2024-12-31 $35k 800 43.79

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