Geneos Wealth Management’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-184	Closed	-$20K	–	2508
2025 Q4	$20K	Buy	+184	New	+$19.8K	﹤0.01%	1719
2025 Q2	–	Sell	-500	Closed	-$50K	–	3158
2025 Q1	$50K	Buy	+500	New	+$48.6K	﹤0.01%	1926
2024 Q4	–	Sell	-393	Closed	-$40.4K	–	2915
2024 Q3	$40.4K	Buy	+393	New	+$39.9K	﹤0.01%	1271

Other funds holding FXE

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MWP

MYCIO Wealth Partners Philadelphia, Pennsylvania $502M AUM 11.65% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return

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

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Geneos Wealth Management's FXE Position: Q1 2026 in Review

Geneos Wealth Management sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q1 2026, closing a stake of 184 shares — an estimated $20K sold.

Geneos Wealth Management first reported a position in FXE in Q3 2024 and held it in 3 quarters. The position peaked at $50K in Q1 2025. 93 funds tracked by Wall St. Rank hold FXE as of Q1 2026.

Geneos Wealth Management reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q1 2026 after selling out during the quarter.
Geneos Wealth Management sold 184 Invesco CurrencyShares Euro Currency Trust shares in Q1 2026, an estimated $20K.
Geneos Wealth Management first reported a position in Invesco CurrencyShares Euro Currency Trust in Q3 2024 and held it in 3 quarters.
Geneos Wealth Management's Invesco CurrencyShares Euro Currency Trust position peaked at $50K in Q1 2025.
93 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.