Geneos Wealth Management’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Geneos Wealth Management’s Portfolio EQAL Stock Details EQAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.41M	Buy	125,102 +21,015	+20%	+$1.22M	0.15%	154
2026 Q1	$5.74M	Buy	104,087 +20,722	+25%	+$1.15M	0.13%	183
2025 Q4	$4.39M	Buy	83,365 +3,881	+5%	+$203K	0.11%	229
2025 Q3	$4.13M	Buy	79,484 +8,121	+11%	+$413K	0.1%	230
2025 Q2	$3.51M	Buy	71,363 +9,823	+16%	+$460K	0.09%	280
2025 Q1	$2.91M	Buy	61,540 +4,704	+8%	+$230K	0.1%	248
2024 Q4	$2.75M	Sell	56,836 -406	-0.7%	-$20.2K	0.1%	232
2024 Q3	$2.78M	Buy	57,242 +2,774	+5%	+$129K	0.11%	225
2024 Q2	$2.43M	Buy	54,468 +11,524	+27%	+$517K	0.11%	217
2024 Q1	$1.98M	Buy	42,944 +6,820	+19%	+$300K	0.09%	255
2023 Q4	$1.59M	Buy	36,124 +4,246	+13%	+$172K	0.08%	259
2023 Q3	$1.27M	Buy	31,878 +2,124	+7%	+$89.2K	0.07%	279
2023 Q2	$1.24M	Buy	29,754 +2,200	+8%	+$89.1K	0.07%	278
2023 Q1	$1.13M	Buy	27,554 +1,709	+7%	+$71.4K	0.07%	270
2022 Q4	$1.04M	Buy	25,845 +2,531	+11%	+$102K	0.06%	266
2022 Q3	$861K	Buy	23,314 +1,623	+7%	+$67K	0.06%	278
2022 Q2	$862K	Buy	21,691 +11,073	+104%	+$477K	0.04%	358
2022 Q1	$493K	Buy	10,618 +2,012	+23%	+$91.3K	0.02%	535
2021 Q4	$407K	Buy	8,606 +2,973	+53%	+$139K	0.02%	644
2021 Q3	$254K	Buy	5,633 +1,460	+35%	+$66.5K	0.01%	765
2021 Q2	$191K	Buy	4,173 +1,980	+90%	+$89.2K	0.01%	865
2021 Q1	$98K	Hold	2,193	–	–	﹤0.01%	1320
2020 Q4	$94K	Sell	2,193 -865	-28%	-$31.1K	﹤0.01%	1171
2020 Q3	$96K	Hold	3,058	–	–	0.01%	956
2020 Q2	$90K	Sell	3,058 -142	-4%	-$4.09K	0.01%	967
2020 Q1	$76K	Sell	3,200 -1,690	-35%	-$52.3K	0.01%	944
2019 Q4	$167K	Buy	4,890 +175	+4%	+$5.73K	0.01%	759
2019 Q3	$150K	Hold	4,715	–	–	0.01%	755
2019 Q2	$153K	Hold	4,715	–	–	0.01%	758
2019 Q1	$151K	Sell	4,715 -180	-4%	-$5.59K	0.01%	734
2018 Q4	$135K	Hold	4,895	–	–	0.01%	735
2018 Q3	$162K	Hold	4,895	–	–	0.01%	715
2018 Q2	$155K	Buy	+4,895	New	+$153K	0.01%	634

Other funds holding EQAL

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

WCP

Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Geneos Wealth Management's EQAL Position: Q2 2026 in Review

Geneos Wealth Management increased its Invesco Russell 1000 Equal Weight ETF (EQAL) stake by 20% in Q2 2026, buying an estimated $1.22M and bringing the position to 125,102 shares worth $7.41M. The position accounts for 0.15% of the portfolio, ranked #154.

Geneos Wealth Management first reported a position in EQAL in Q2 2018 and has held it in 33 quarters since. 96 funds tracked by Wall St. Rank hold EQAL as of Q2 2026.

Geneos Wealth Management held 125,102 shares of Invesco Russell 1000 Equal Weight ETF worth $7.41M as of Q2 2026.
Geneos Wealth Management bought 21,015 Invesco Russell 1000 Equal Weight ETF shares in Q2 2026, an estimated $1.22M.
Invesco Russell 1000 Equal Weight ETF made up 0.15% of Geneos Wealth Management's portfolio in Q2 2026, its #154 holding.
Geneos Wealth Management first reported a position in Invesco Russell 1000 Equal Weight ETF in Q2 2018 and has held it in 33 quarters since.
96 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.