Geneos Wealth Management’s Invesco MSCI USA ETF PBUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.7K | Buy |
526
+26
| +5% | +$1.62K | ﹤0.01% | 1788 |
|
|
2025
Q1 | $28K | Buy |
500
+250
| +100% | +$14K | ﹤0.01% | 2185 |
|
|
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 | $9.51K | Hold |
250
| – | – | ﹤0.01% | 1542 |
|
|
2022
Q3 | $8K | Sell |
250
-252
| -50% | -$8.06K | ﹤0.01% | 1580 |
|
|
2022
Q2 | $19K | Buy |
502
+1
| +0.2% | +$38 | ﹤0.01% | 1710 |
|
|
2022
Q1 | $22K | Buy |
501
+1
| +0.2% | +$44 | ﹤0.01% | 1759 |
|
|
2021
Q4 | $24K | Buy |
500
+350
| +233% | +$16.8K | ﹤0.01% | 1796 |
|
|
2021
Q3 | $6K | Buy |
+150
| New | +$6K | ﹤0.01% | 2405 |
|