Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Genelux Corporation include
Dauntless Investment Group, LLC,
Putnam Fl Investment Management Co,
Susquehanna International Group, Llp,
United Bank,
Private Management Group Inc,
DFAC - Dimensional U.S. Core Equity 2 ETF,
and
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF
.
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date |
Source |
Investor |
|
Type |
Avg Price
(Est) |
Shares |
Δ Shares
(%) |
Reported
Value
($1000) |
Δ Value
(%) |
Port Alloc
(%) |
| 2025-08-12 |
13F |
LPL Financial LLC
|
|
|
|
104,837 |
20.71 |
301 |
28.21 |
|
| 2025-07-17 |
13F |
Beacon Capital Management, LLC
|
|
|
|
19,116 |
99.83 |
55 |
116.00 |
|
| 2025-06-24 |
NP |
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF
|
|
|
|
1,257 |
|
3 |
|
|
| 2025-07-24 |
NP |
FCFMX - Fidelity Series Total Market Index Fund
|
|
|
|
43,256 |
18.77 |
105 |
-31.58 |
|
| 2025-08-13 |
13F |
Northern Trust Corp
|
|
|
|
66,415 |
18.81 |
191 |
26.67 |
|
| 2025-07-18 |
13F |
United Bank
|
|
|
|
12,070 |
|
35 |
|
|
| 2025-08-11 |
13F |
Vanguard Group Inc
|
|
|
|
1,453,846 |
13.85 |
4,173 |
21.03 |
|
| 2025-07-23 |
13F |
LifeSteps Financial, Inc.
|
|
|
|
97,219 |
13.58 |
279 |
20.78 |
|
| 2025-08-14 |
13F |
Mariner, LLC
|
|
|
|
30,030 |
|
86 |
|
|
| 2025-05-29 |
NP |
JAFEX - Total Stock Market Index Trust NAV
|
|
|
|
581 |
5.06 |
2 |
0.00 |
|
| 2025-08-08 |
13F |
Creative Planning
|
|
|
|
44,024 |
4.37 |
126 |
11.50 |
|
| 2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
28,933 |
22.60 |
83 |
31.75 |
|
| 2025-08-14 |
13F |
UBS Group AG
|
|
|
|
71,224 |
4.53 |
204 |
11.48 |
|
| 2025-06-26 |
NP |
KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
115 |
1.77 |
0 |
|
|
| 2025-08-12 |
13F |
Private Management Group Inc
|
|
|
|
11,333 |
|
33 |
|
|
| 2025-08-13 |
13F |
Renaissance Technologies Llc
|
|
|
|
22,700 |
17.62 |
65 |
25.00 |
|
| 2025-06-26 |
NP |
DFAC - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
3,647 |
|
10 |
|
|
| 2025-08-27 |
NP |
VEXMX - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
544,198 |
53.12 |
1,562 |
62.77 |
|
| 2025-08-14 |
13F |
Susquehanna International Group, Llp
|
|
Call
|
|
21,800 |
|
63 |
|
|
| 2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
408,692 |
0.01 |
1,173 |
6.26 |
|
| 2025-08-12 |
13F |
Putnam Fl Investment Management Co
|
|
|
|
37,159 |
|
107 |
|
|
| 2025-08-27 |
NP |
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
883,800 |
1.14 |
2,537 |
7.50 |
|
| 2025-08-28 |
NP |
IWC - iShares Micro-Cap ETF
|
|
|
|
74,932 |
22.16 |
215 |
30.30 |
|
| 2025-07-18 |
13F |
Woodward Diversified Capital, Llc
|
|
|
|
1,778,286 |
21.71 |
5,104 |
29.35 |
|
| 2025-08-26 |
NP |
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB
|
|
|
|
6,911 |
32.07 |
20 |
35.71 |
|
| 2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
105,016 |
1,911.42 |
301 |
2,050.00 |
|
| 2025-08-27 |
13F/A |
Squarepoint Ops LLC
|
|
|
|
58,574 |
20.97 |
168 |
29.23 |
|
| 2025-06-24 |
NP |
SWTSX - Schwab Total Stock Market Index Fund
|
|
|
|
25,000 |
172.01 |
67 |
139.29 |
|
| 2025-08-12 |
13F |
Global Retirement Partners, LLC
|
|
|
|
228,676 |
4,473.52 |
656 |
5,863.64 |
|
| 2025-08-13 |
13F |
Marshall Wace, Llp
|
|
|
|
32,221 |
|
92 |
|
|
| 2025-08-11 |
13F |
One Capital Management, LLC
|
|
|
|
30,883 |
173.71 |
89 |
193.33 |
|
| 2025-08-14 |
13F |
Point72 (DIFC) Ltd
|
|
|
|
242 |
63.51 |
1 |
|
|
| 2025-07-28 |
NP |
AVSC - Avantis U.S. Small Cap Equity ETF
|
|
|
|
6,212 |
24.49 |
15 |
-25.00 |
|
| 2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
| 2025-07-16 |
13F |
Falcon Wealth Planning
|
|
|
|
22,000 |
83.33 |
63 |
96.88 |
|
| 2025-08-12 |
13F |
MAI Capital Management
|
|
|
|
236,553 |
66,161.34 |
679 |
|
|
| 2025-08-14 |
13F |
Cubist Systematic Strategies, LLC
|
|
|
|
22,713 |
620.59 |
65 |
712.50 |
|
| 2025-08-08 |
13F |
Geode Capital Management, Llc
|
|
|
|
318,825 |
1.79 |
915 |
8.28 |
|
| 2025-07-24 |
NP |
FSMAX - Fidelity Extended Market Index Fund
|
|
|
|
153,446 |
0.43 |
371 |
-41.85 |
|
| 2025-08-14 |
13F |
Dauntless Investment Group, LLC
|
|
|
|
123,194 |
|
263 |
|
|
