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 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 +26	+5%	+$1.49K	﹤0.01%	1788
2025 Q1	$28K	Buy	500 +250	+100%	+$14.8K	﹤0.01%	2185
2024 Q4	$14.7K	Hold	250	–	–	﹤0.01%	1875
2024 Q3	$14.3K	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%	-$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

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

AWG

Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return

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

Geneos Wealth Management held its Invesco MSCI USA ETF (PBUS) position steady in Q2 2026 at 526 shares worth $39.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1552.

Geneos Wealth Management first reported a position in PBUS in Q3 2021 and has held it in 20 quarters since. 21 funds tracked by Wall St. Rank hold PBUS as of Q2 2026.

Geneos Wealth Management held 526 shares of Invesco MSCI USA ETF worth $39.4K as of Q2 2026.
Geneos Wealth Management left its Invesco MSCI USA ETF share count unchanged in Q2 2026.
Invesco MSCI USA ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1552 holding.
Geneos Wealth Management first reported a position in Invesco MSCI USA ETF in Q3 2021 and has held it in 20 quarters since.
21 funds tracked by Wall St. Rank held Invesco MSCI USA ETF as of Q2 2026.

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