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Institutional Ownership · SEC Form 13F

Who owns Genelux (GNLX)


Which tracked institutional funds hold GNLX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GNLX company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

70
Institutional holders
10M
Shares held (tracked funds)
25.6%
Of shares outstanding

How the tape is positioned

The tracked-fund tape on GNLX is one-sided between 2026-Q1 and 2026-Q2: 7 added or opened and 0 trimmed or exited — on balance accumulating.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

GNLX’s largest tracked holder by dollar value, WOODWARD DIVERSIFIED CAPITAL, LLC, sizes it at 3.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in GNLX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 70 tracked filers holding GNLX, 28 increased or opened the position and 26 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in GNLX between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 1

  • Global Retirement Partners, LLC$686K

Largest adds

  • VANGUARD CAPITAL MANAGEMENT LLC$947K
  • WOODWARD DIVERSIFIED CAPITAL, LLC$902K
  • Bleichroeder LP$815K
  • CM Management, LLC$599K
  • BlackRock, Inc.$341K
  • RENAISSANCE TECHNOLOGIES LLC$287K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
WOODWARD DIVERSIFIED CAPITAL, LLC added2,262,108$7M16.9%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC trimmed1,677,724$5M12.6%2026-Q2
Bleichroeder LP1,380,666$4M10.3%2026-Q2
BlackRock, Inc. added439,602$1M3.3%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC trimmed439,213$1M3.3%2026-Q2
CM Management, LLC added400,000$1M3.0%2026-Q2
BANK OF AMERICA CORP /DE/ added328,803$990K2.5%2026-Q2
VANGUARD FIDUCIARY TRUST CO trimmed236,344$711K1.8%2026-Q2
FLPUTNAM INVESTMENT MANAGEMENT CO trimmed231,405$697K1.7%2026-Q2
Global Retirement Partners, LLC added227,854$686K1.7%2026-Q2
LPL Financial LLC added157,857$475K1.2%2026-Q2
STATE STREET CORP145,850$439K1.1%2026-Q2
Provident Wealth Management, LLC trimmed144,908$436K1.1%2026-Q2
LifeSteps Financial, Inc. added121,965$367K0.9%2026-Q2
OSAIC HOLDINGS, INC. added121,958$367K0.9%2026-Q2
RENAISSANCE TECHNOLOGIES LLC added105,229$317K0.8%2026-Q2
NORTHERN TRUST CORP trimmed89,279$269K0.7%2026-Q2
CITADEL ADVISORS LLC added85,481$257K0.6%2026-Q2
MORGAN STANLEY trimmed83,543$251K0.6%2026-Q2
SteelPeak Wealth, LLC added75,895$228K0.6%2026-Q2
AMG National Trust Bank75,351$227K0.6%2026-Q2
Falcon Wealth Planning63,185$190K0.5%2026-Q2
Mariner, LLC added52,866$159K0.4%2026-Q2
Quadrature Capital Ltd new45,881$138K0.3%2026-Q2
GOLDMAN SACHS GROUP INC added45,809$138K0.3%2026-Q2
Creative Planning trimmed44,794$135K0.3%2026-Q2
Strive Financial Group ,LLC added41,437$125K0.3%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC41,000$124K0.3%2026-Q2
Richard Young Associates, Ltd.40,959$123K0.3%2026-Q2
XTX Topco Ltd added39,539$119K0.3%2026-Q2
UBS Group AG trimmed34,995$105K0.3%2026-Q2
WAYSTONE ADVISORS LLC33,332$100K0.2%2026-Q2
RAYMOND JAMES FINANCIAL INC30,758$93K0.2%2026-Q2
MARSHALL WACE, LLP trimmed27,646$83K0.2%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added25,023$75K0.2%2026-Q2
One Capital Management, LLC30,883$75K0.2%2026-Q2
Point72 Asset Management, L.P. trimmed23,538$71K0.2%2026-Q2
KWB Wealth23,327$70K0.2%2026-Q2
D.A. DAVIDSON & CO.21,779$66K0.2%2026-Q2
Hudson Bay Capital Management LP trimmed21,542$65K0.2%2026-Q2
5T Wealth, LLC added20,501$62K0.2%2026-Q2
Apollon Wealth Management, LLC added20,284$61K0.2%2026-Q2
Jump Financial, LLC new16,800$51K0.1%2026-Q2
Vanguard Global Advisers, LLC16,010$48K0.1%2026-Q2
Prime Capital Investment Advisors, LLC new15,915$48K0.1%2026-Q2
INTEGRITY ALLIANCE, LLC.15,052$45K0.1%2026-Q2
Grange Capital, LLC new14,725$44K0.1%2026-Q2
LIBERTY WEALTH MANAGEMENT LLC16,547$40K0.1%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed13,083$39K0.1%2026-Q2
Stratos Wealth Partners, LTD.12,745$38K0.1%2026-Q2
UNITED BANK12,070$36K0.1%2026-Q2
PRIVATE MANAGEMENT GROUP INC11,333$34K0.1%2026-Q2
Carmel Capital Partners, LLC new10,000$30K0.1%2026-Q2
ALLSTREET CAPITAL ADVISORS LLC10,000$30K0.1%2026-Q2
Plancorp, LLC10,010$30K0.1%2026-Q2
Blue Trust, Inc.9,479$29K0.1%2026-Q2
WHITTIER TRUST CO OF NEVADA INC7,141$21K0.1%2026-Q2
Align Financial, LLC6,490$20K0.0%2026-Q2
WELLS FARGO & COMPANY/MN2,235$7K0.0%2026-Q2
BROWN BROTHERS HARRIMAN & CO1,350$4K0.0%2026-Q2
MATHER GROUP, LLC.1,190$4K0.0%2026-Q2
Prudent Man Investment Management, Inc.660$3K0.0%2026-Q2
JONES FINANCIAL COMPANIES LLLP new1,000$3K0.0%2026-Q2
FMR LLC trimmed901$3K0.0%2026-Q2
BARCLAYS PLC trimmed266$8010.0%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed256$7710.0%2026-Q2
Caldwell Trust Co100$3010.0%2026-Q2
JPMORGAN CHASE & CO trimmed26$750.0%2026-Q2
Caitong International Asset Management Co., Ltd added24$720.0%2026-Q2
ROYAL BANK OF CANADA added213—0.0%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed61,980$150K0.4%2026-Q1 stale (1 quarter behind)
683 Capital Management, LLC trimmed60,000$145K0.4%2026-Q1 stale (1 quarter behind)
Catalyst Funds Management Pty Ltd added21,824$53K0.1%2026-Q1 stale (1 quarter behind)
OMERS ADMINISTRATION Corp trimmed17,600$43K0.1%2026-Q1 stale (1 quarter behind)
NINE MASTS CAPITAL Ltd new17,473$42K0.1%2026-Q1 stale (1 quarter behind)
HRT FINANCIAL LP new13,447$32K0.1%2026-Q1 stale (1 quarter behind)
Diametric Capital, LP new12,150$29K0.1%2026-Q1 stale (1 quarter behind)
MAI Capital Management trimmed11,757$28K0.1%2026-Q1 stale (1 quarter behind)
CENTAURUS FINANCIAL, INC.10,000$24K0.1%2026-Q1 stale (1 quarter behind)
Cassaday & Co Wealth Management LLC new2,553$6K0.0%2026-Q1 stale (1 quarter behind)
VANGUARD GROUP INC added1,551,449$7M16.8%2025-Q4 stale (2 quarters behind)
Alyeska Investment Group, L.P.285,000$1M3.1%2025-Q4 stale (2 quarters behind)
MILLENNIUM MANAGEMENT LLC added104,399$455K1.1%2025-Q4 stale (2 quarters behind)
Qube Research & Technologies Ltd added92,795$405K1.0%2025-Q4 stale (2 quarters behind)
JANE STREET GROUP, LLC added71,741$313K0.8%2025-Q4 stale (2 quarters behind)
ExodusPoint Capital Management, LP new54,633$238K0.6%2025-Q4 stale (2 quarters behind)
Lighthouse Investment Partners, LLC new22,560$98K0.2%2025-Q4 stale (2 quarters behind)
Balyasny Asset Management L.P. trimmed21,465$94K0.2%2025-Q4 stale (2 quarters behind)
CITIGROUP INC added14,945$65K0.2%2025-Q4 stale (2 quarters behind)
Squarepoint Ops LLC trimmed11,866$52K0.1%2025-Q4 stale (2 quarters behind)
Jefferies Financial Group Inc. new10,940$48K0.1%2025-Q4 stale (2 quarters behind)
Tower Research Capital LLC (TRC) added3,885$17K0.0%2025-Q4 stale (2 quarters behind)
SageView Advisory Group, LLC new1,264$6K0.0%2025-Q4 stale (2 quarters behind)
GROUP ONE TRADING LLC new655$3K0.0%2025-Q4 stale (2 quarters behind)
Beacon Capital Management, LLC added19,116$80K0.2%2025-Q3 stale (3 quarters behind)
Dauntless Investment Group, LLC new123,194$263K0.7%2025-Q2 stale (4 quarters behind)
TWO SIGMA INVESTMENTS, LP trimmed24,992$72K0.2%2025-Q2 stale (4 quarters behind)
Cubist Systematic Strategies, LLC added22,713$65K0.2%2025-Q2 stale (4 quarters behind)
MERCER GLOBAL ADVISORS INC /ADV10,750$31K0.1%2025-Q2 stale (4 quarters behind)
Point72 (DIFC) Ltd added242$6950.0%2025-Q2 stale (4 quarters behind)

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership