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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
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 $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Geneos Wealth Management increased its Invesco RAFI Strategic US ETF (IUS) stake by 0.07% in Q2 2026, buying an estimated $4.89K and bringing the position to 103,084 shares worth $6.76M. The position accounts for 0.14% of the portfolio, ranked #175.

Geneos Wealth Management first reported a position in IUS in Q1 2022 and has held it in 18 quarters since. 105 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

  • Geneos Wealth Management held 103,084 shares of Invesco RAFI Strategic US ETF worth $6.76M as of Q2 2026.
  • Geneos Wealth Management bought 77 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $4.89K.
  • Invesco RAFI Strategic US ETF made up 0.14% of Geneos Wealth Management's portfolio in Q2 2026, its #175 holding.
  • Geneos Wealth Management first reported a position in Invesco RAFI Strategic US ETF in Q1 2022 and has held it in 18 quarters since.
  • 105 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

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