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Geneos Wealth Management’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Geneos Wealth Management’s Portfolio KBWP Stock Details KBWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.27K Sell
10
-7
-41% -$843 ﹤0.01% 2389
2026
Q1 		$2.02K Buy
+17
New +$2.09K ﹤0.01% 2319
2024
Q1 		– Sell
-798
Closed -$72.2K – 2183
2023
Q4 		$72.2K Buy
+798
New +$70.7K ﹤0.01% 946

Other funds holding KBWP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RFS
RM Financial Services Falmouth, Maine $135M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

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

Geneos Wealth Management reduced its Invesco KBW Property & Casualty Insurance ETF (KBWP) stake by 41% in Q2 2026, selling an estimated $843 and leaving 10 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #2389.

Geneos Wealth Management first reported a position in KBWP in Q4 2023 and has held it in 3 quarters since. The position peaked at $72.2K in Q4 2023. 59 funds tracked by Wall St. Rank hold KBWP as of Q2 2026.

  • Geneos Wealth Management held 10 shares of Invesco KBW Property & Casualty Insurance ETF worth $1.27K as of Q2 2026.
  • Geneos Wealth Management sold 7 Invesco KBW Property & Casualty Insurance ETF shares in Q2 2026, an estimated $843.
  • Invesco KBW Property & Casualty Insurance ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2389 holding.
  • Geneos Wealth Management first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2023 and has held it in 3 quarters since.
  • Geneos Wealth Management's Invesco KBW Property & Casualty Insurance ETF position peaked at $72.2K in Q4 2023.
  • 59 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q2 2026.

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