Geneos Wealth Management
IUS icon

Geneos Wealth Management’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Geneos Wealth Management’s Portfolio IUS Stock Details IUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.64M Sell
97,944
-5,140
-5% -$352K 0.12% 178
2026
Q2 		$6.76M Buy
103,084
+77
+0.1% +$4.89K 0.14% 175
2026
Q1 		$5.97M Sell
103,007
-5,083
-5% -$301K 0.14% 176
2025
Q4 		$6.18M Buy
108,090
+2,612
+2% +$147K 0.15% 163
2025
Q3 		$5.82M Buy
105,478
+12,796
+14% +$681K 0.15% 176
2025
Q2 		$4.77M Buy
92,682
+12,619
+16% +$617K 0.12% 219
2025
Q1 		$3.95M Buy
80,063
+90
+0.1% +$4.55K 0.13% 187
2024
Q4 		$3.97M Buy
79,973
+851
+1% +$43.2K 0.14% 171
2024
Q3 		$3.98M Buy
79,122
+235
+0.3% +$11.4K 0.15% 161
2024
Q2 		$3.74M Buy
78,887
+6,673
+9% +$312K 0.17% 139
2024
Q1 		$3.43M Sell
72,214
-4,561
-6% -$205K 0.16% 163
2023
Q4 		$3.32M Buy
76,775
+62
+0.1% +$2.53K 0.16% 152
2023
Q3 		$3.06M Buy
76,713
+40,102
+110% +$1.64M 0.16% 159
2023
Q2 		$1.48M Sell
36,611
-618
-2% -$24K 0.08% 255
2023
Q1 		$1.43M Buy
37,229
+163
+0.4% +$6.15K 0.09% 249
2022
Q4 		$1.35M Sell
37,066
-37
-0.1% -$1.35K 0.08% 226
2022
Q3 		$1.23M Buy
37,103
+5,859
+19% +$216K 0.08% 220
2022
Q2 		$1.11M Buy
31,244
+30,444
+3,806% +$1.16M 0.06% 298
2022
Q1 		$32K Buy
+800
New +$31.7K ﹤0.01% 1572

Other funds holding IUS

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return
Intelligence Driven Advisers
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
Berkeley Inc
Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
ARQ Wealth Advisors
ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return
HighPoint Advisor Group
HighPoint Advisor Group Downers Grove, Illinois $2.86B AUM 18.73% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Geneos Wealth Management's IUS Position: Q3 2026 in Review

Geneos Wealth Management reduced its Invesco RAFI Strategic US ETF (IUS) stake by 5% in Q3 2026, selling an estimated $352K and leaving 97,944 shares worth $6.64M. The position accounts for 0.12% of the portfolio, ranked #178.

Geneos Wealth Management first reported a position in IUS in Q1 2022 and has held it in 19 quarters since. The position peaked at $6.76M in Q2 2026. 62 funds tracked by Wall St. Rank hold IUS as of Q3 2026.

  • Geneos Wealth Management held 97,944 shares of Invesco RAFI Strategic US ETF worth $6.64M as of Q3 2026.
  • Geneos Wealth Management sold 5,140 Invesco RAFI Strategic US ETF shares in Q3 2026, an estimated $352K.
  • Invesco RAFI Strategic US ETF made up 0.12% of Geneos Wealth Management's portfolio in Q3 2026, its #178 holding.
  • Geneos Wealth Management first reported a position in Invesco RAFI Strategic US ETF in Q1 2022 and has held it in 19 quarters since.
  • Geneos Wealth Management's Invesco RAFI Strategic US ETF position peaked at $6.76M in Q2 2026.
  • 62 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.