Geneos Wealth Management’s Invesco MSCI USA ETF PBUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$40.3K	Hold	526	–	–	﹤0.01%	1782
2026 Q2	$39.4K	Hold	526	–	–	﹤0.01%	1552
2026 Q1	$34.3K	Hold	526	–	–	﹤0.01%	1577
2025 Q4	$36K	Hold	526	–	–	﹤0.01%	1517
2025 Q3	$35.3K	Hold	526	–	–	﹤0.01%	1509
2025 Q2	$32.7K	Buy	526 +276	+110%	+$15.8K	﹤0.01%	1788
2025 Q1	$14K	Hold	250	–	–	﹤0.01%	2109
2024 Q4	$14.7K	Hold	250	–	–	﹤0.01%	1875
2024 Q3	$14.4K	Hold	250	–	–	﹤0.01%	1688
2024 Q2	$13.6K	Hold	250	–	–	﹤0.01%	1459
2024 Q1	$13.1K	Hold	250	–	–	﹤0.01%	1480
2023 Q4	$11.9K	Hold	250	–	–	﹤0.01%	1507
2023 Q3	$10.7K	Hold	250	–	–	﹤0.01%	1546
2023 Q2	$11.1K	Hold	250	–	–	﹤0.01%	1552
2023 Q1	$10.2K	Hold	250	–	–	﹤0.01%	1549
2022 Q4	$9.5K	Hold	250	–	–	﹤0.01%	1542
2022 Q3	$8K	Sell	250 -252	-50%	-$10K	﹤0.01%	1581
2022 Q2	$19K	Buy	502 +1	+0.2%	+$41	﹤0.01%	1710
2022 Q1	$22K	Buy	501 +1	+0.2%	+$45	﹤0.01%	1759
2021 Q4	$24K	Buy	500 +350	+233%	+$16.4K	﹤0.01%	1796
2021 Q3	$6K	Buy	+150	New	+$6.76K	﹤0.01%	2405

Other funds holding PBUS

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $659M AUM 50.04% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

Geneos Wealth Management held its Invesco MSCI USA ETF (PBUS) position steady in Q3 2026 at 526 shares worth $40.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1782.

Geneos Wealth Management first reported a position in PBUS in Q3 2021 and has held it in 21 quarters since. 25 funds tracked by Wall St. Rank hold PBUS as of Q3 2026.

Geneos Wealth Management held 526 shares of Invesco MSCI USA ETF worth $40.3K as of Q3 2026.
Geneos Wealth Management left its Invesco MSCI USA ETF share count unchanged in Q3 2026.
Invesco MSCI USA ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1782 holding.
Geneos Wealth Management first reported a position in Invesco MSCI USA ETF in Q3 2021 and has held it in 21 quarters since.
25 funds tracked by Wall St. Rank held Invesco MSCI USA ETF as of Q3 2026.

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