Geneos Wealth Management’s Invesco S&P International Developed Momentum ETF IDMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$630K	Buy	10,455 +1,405	+16%	+$83.4K	0.01%	663
2026 Q1	$496K	Buy	9,050 +5,220	+136%	+$299K	0.01%	707
2025 Q4	$213K	Buy	3,830 +1,911	+100%	+$104K	0.01%	906
2025 Q3	$104K	Buy	1,919 +38	+2%	+$1.99K	﹤0.01%	1110
2025 Q2	$96.4K	Hold	1,881	–	–	﹤0.01%	1273
2025 Q1	$83.1K	Hold	1,881	–	–	﹤0.01%	1238
2024 Q4	$76.4K	Hold	1,881	–	–	﹤0.01%	1154
2024 Q3	$79.2K	Sell	1,881 -600	-24%	-$24.9K	﹤0.01%	1039
2024 Q2	$102K	Hold	2,481	–	–	﹤0.01%	864
2024 Q1	$104K	Hold	2,481	–	–	﹤0.01%	835
2023 Q4	$91.4K	Buy	2,481 +1,881	+314%	+$64.6K	﹤0.01%	865
2023 Q3	$19.9K	Hold	600	–	–	﹤0.01%	1371
2023 Q2	$19.8K	Hold	600	–	–	﹤0.01%	1377
2023 Q1	$19.4K	Hold	600	–	–	﹤0.01%	1355
2022 Q4	$19K	Hold	600	–	–	﹤0.01%	1347
2022 Q3	$16K	Hold	600	–	–	﹤0.01%	1391
2022 Q2	$17K	Hold	600	–	–	﹤0.01%	1751
2022 Q1	$20K	Hold	600	–	–	﹤0.01%	1802
2021 Q4	$22K	Hold	600	–	–	﹤0.01%	1841
2021 Q3	$21K	Hold	600	–	–	﹤0.01%	1895
2021 Q2	$20K	Hold	600	–	–	﹤0.01%	1920
2021 Q1	$20K	Hold	600	–	–	﹤0.01%	2083
2020 Q4	$19K	Hold	600	–	–	﹤0.01%	1941
2020 Q3	$17K	Hold	600	–	–	﹤0.01%	1727
2020 Q2	$16K	Hold	600	–	–	﹤0.01%	1722
2020 Q1	$13K	Hold	600	–	–	﹤0.01%	1689
2019 Q4	$16K	Hold	600	–	–	﹤0.01%	1783
2019 Q3	$15K	Hold	600	–	–	﹤0.01%	1732
2019 Q2	$15K	Buy	+600	New	+$15.6K	﹤0.01%	1763
2018 Q4	–	Sell	-750	Closed	-$20K	–	2433
2018 Q3	$20K	Buy	+750	New	+$20.2K	﹤0.01%	1565

Other funds holding IDMO

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Geneos Wealth Management increased its Invesco S&P International Developed Momentum ETF (IDMO) stake by 16% in Q2 2026, buying an estimated $83.4K and bringing the position to 10,455 shares worth $630K. The position accounts for 0.01% of the portfolio, ranked #663.

Geneos Wealth Management first reported a position in IDMO in Q3 2018 and has held it in 30 quarters since. 288 funds tracked by Wall St. Rank hold IDMO as of Q2 2026.

Geneos Wealth Management held 10,455 shares of Invesco S&P International Developed Momentum ETF worth $630K as of Q2 2026.
Geneos Wealth Management bought 1,405 Invesco S&P International Developed Momentum ETF shares in Q2 2026, an estimated $83.4K.
Invesco S&P International Developed Momentum ETF made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #663 holding.
Geneos Wealth Management first reported a position in Invesco S&P International Developed Momentum ETF in Q3 2018 and has held it in 30 quarters since.
288 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q2 2026.

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