Geneos Wealth Management
BSCS icon

Geneos Wealth Management’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Geneos Wealth Management’s Portfolio BSCS Stock Details BSCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.52M Buy
224,706
+13,006
+6% +$264K 0.09% 253
2026
Q2 		$4.31M Buy
211,700
+11,405
+6% +$233K 0.09% 246
2026
Q1 		$4.09M Buy
200,295
+8,629
+5% +$177K 0.09% 233
2025
Q4 		$3.95M Buy
191,666
+12,463
+7% +$257K 0.1% 244
2025
Q3 		$3.69M Sell
179,203
-37,155
-17% -$763K 0.09% 255
2025
Q2 		$4.43M Buy
216,358
+82,392
+62% +$1.68M 0.11% 235
2025
Q1 		$2.73M Buy
133,966
+13,849
+12% +$280K 0.09% 259
2024
Q4 		$2.42M Buy
120,117
+7,725
+7% +$157K 0.08% 262
2024
Q3 		$2.31M Buy
112,392
+18,958
+20% +$386K 0.09% 265
2024
Q2 		$1.86M Sell
93,434
-2,201
-2% -$43.8K 0.08% 257
2024
Q1 		$1.92M Buy
95,635
+25,656
+37% +$516K 0.09% 263
2023
Q4 		$1.42M Buy
69,979
+11,031
+19% +$216K 0.07% 271
2023
Q3 		$1.14M Buy
58,948
+55,770
+1,755% +$1.09M 0.06% 296
2023
Q2 		$62.8K Buy
3,178
+639
+25% +$12.8K ﹤0.01% 1013
2023
Q1 		$51K Hold
2,539
– – ﹤0.01% 1077
2022
Q4 		$49.8K Sell
2,539
-393
-13% -$7.64K ﹤0.01% 1060
2022
Q3 		$56K Hold
2,932
– – ﹤0.01% 990
2022
Q2 		$59K Buy
2,932
+111
+4% +$2.26K ﹤0.01% 1206
2022
Q1 		$59K Hold
2,821
– – ﹤0.01% 1302
2021
Q4 		$64K Sell
2,821
-254
-8% -$5.79K ﹤0.01% 1366
2021
Q3 		$70K Buy
+3,075
New +$71.3K ﹤0.01% 1327

Other funds holding BSCS

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return
Fusion Family Wealth
Fusion Family Wealth Woodbury, New York $1.51B AUM 14.66% 1-Year Est. Return
SNS Financial Group
SNS Financial Group Minneapolis, Minnesota $3.53B AUM 15.18% 1-Year Est. Return

Geneos Wealth Management's BSCS Position: Q3 2026 in Review

Geneos Wealth Management increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 6.1% in Q3 2026, buying an estimated $264K and bringing the position to 224,706 shares worth $4.52M. The position accounts for 0.09% of the portfolio, ranked #253.

Geneos Wealth Management first reported a position in BSCS in Q3 2021 and has held it in 21 quarters since. 358 funds tracked by Wall St. Rank hold BSCS as of Q3 2026.

  • Geneos Wealth Management held 224,706 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $4.52M as of Q3 2026.
  • Geneos Wealth Management bought 13,006 Invesco BulletShares 2028 Corporate Bond ETF shares in Q3 2026, an estimated $264K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.09% of Geneos Wealth Management's portfolio in Q3 2026, its #253 holding.
  • Geneos Wealth Management first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q3 2021 and has held it in 21 quarters since.
  • 358 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.