Geneos Wealth Management’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.13M | Buy |
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|
2025
Q2 | $3.51M | Sell |
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|
2025
Q1 | $6.09M | Buy |
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|
2024
Q4 | $2.75M | Sell |
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|
2024
Q3 | $2.78M | Buy |
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|
2024
Q2 | $2.43M | Buy |
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|
2024
Q1 | $1.98M | Buy |
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|
2023
Q4 | $1.59M | Buy |
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|
2023
Q3 | $1.27M | Buy |
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|
2023
Q2 | $1.24M | Buy |
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|
2023
Q1 | $1.13M | Buy |
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|
2022
Q4 | $1.04M | Buy |
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|
2022
Q3 | $861K | Buy |
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|
2022
Q2 | $862K | Buy |
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|
2022
Q1 | $493K | Buy |
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|
2021
Q4 | $407K | Buy |
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|
2021
Q3 | $254K | Buy |
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|
2021
Q2 | $191K | Buy |
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|
2021
Q1 | $98K | Hold |
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|
2020
Q4 | $94K | Sell |
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|
2020
Q3 | $96K | Hold |
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|
2020
Q2 | $90K | Sell |
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|
2020
Q1 | $76K | Sell |
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|
2019
Q4 | $167K | Buy |
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|
2019
Q3 | $150K | Hold |
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|
2019
Q2 | $153K | Hold |
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|
2019
Q1 | $151K | Sell |
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|
2018
Q4 | $135K | Hold |
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|
2018
Q3 | $162K | Hold |
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|
2018
Q2 | $155K | Buy |
|