GWM
IMVP

Geneos Wealth Management’s Invesco India ETF IMVP Stock Holding History

Geneos Wealth Management’s Portfolio IMVP Stock Details IMVP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-241
Closed -$6.5K – 2993
2025
Q2 		$6.5K Buy
241
+16
+7% +$415 ﹤0.01% 2489
2025
Q1 		$5.63K Buy
+225
New +$5.53K ﹤0.01% 2473
2019
Q3 		– Sell
-300
Closed -$7K – 2535
2019
Q2 		$7K Hold
300
– – ﹤0.01% 2026
2019
Q1 		$7K Hold
300
– – ﹤0.01% 1958
2018
Q4 		$7K Hold
300
– – ﹤0.01% 1892
2018
Q3 		$7K Hold
300
– – ﹤0.01% 1979
2018
Q2 		$7K Buy
+300
New +$7.49K ﹤0.01% 1842

Other funds holding IMVP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AI
Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Geneos Wealth Management's IMVP Position: Q3 2025 in Review

Geneos Wealth Management sold out of Invesco India ETF (IMVP) in Q3 2025, closing a stake of 241 shares — an estimated $6.5K sold.

Geneos Wealth Management first reported a position in IMVP in Q2 2018 and held it in 7 quarters. The position peaked at $7K in Q2 2019. 75 funds tracked by Wall St. Rank hold IMVP as of Q3 2025.

  • Geneos Wealth Management reported no remaining Invesco India ETF position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 241 Invesco India ETF shares in Q3 2025, an estimated $6.5K.
  • Geneos Wealth Management first reported a position in Invesco India ETF in Q2 2018 and held it in 7 quarters.
  • Geneos Wealth Management's Invesco India ETF position peaked at $7K in Q2 2019.
  • 75 funds tracked by Wall St. Rank held Invesco India ETF as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.