Geneos Wealth Management’s Invesco CurrencyShares British Pound Sterling Trust FXB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-24,704	Closed	-$3.07M	–	3157
2025 Q1	$3.07M	Buy	+24,704	New	+$3M	0.04%	390
2024 Q4	–	Sell	-319	Closed	-$41.1K	–	2914
2024 Q3	$41.1K	Buy	+319	New	+$39.9K	﹤0.01%	1267
2024 Q1	–	Sell	-414	Closed	-$50.8K	–	2167
2023 Q4	$50.8K	Buy	+414	New	+$49.4K	﹤0.01%	1053

Other funds holding FXB

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

HSA

Hussman Strategic Advisors Ellicott City, Maryland $463M AUM 16% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Geneos Wealth Management's FXB Position: Q2 2025 in Review

Geneos Wealth Management sold out of Invesco CurrencyShares British Pound Sterling Trust (FXB) in Q2 2025, closing a stake of 24,704 shares — an estimated $3.07M sold.

Geneos Wealth Management first reported a position in FXB in Q4 2023 and held it in 3 quarters. The position peaked at $3.07M in Q1 2025. 37 funds tracked by Wall St. Rank hold FXB as of Q2 2025.

Geneos Wealth Management reported no remaining Invesco CurrencyShares British Pound Sterling Trust position as of Q2 2025 after selling out during the quarter.
Geneos Wealth Management sold 24,704 Invesco CurrencyShares British Pound Sterling Trust shares in Q2 2025, an estimated $3.07M.
Geneos Wealth Management first reported a position in Invesco CurrencyShares British Pound Sterling Trust in Q4 2023 and held it in 3 quarters.
Geneos Wealth Management's Invesco CurrencyShares British Pound Sterling Trust position peaked at $3.07M in Q1 2025.
37 funds tracked by Wall St. Rank held Invesco CurrencyShares British Pound Sterling Trust as of Q2 2025.

Based on Geneos Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.