Geneos Wealth Management’s Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF PDBC Stock Holding History
Bought
Maintained
Sold
Other funds holding PDBC
SWM
Geneos Wealth Management's PDBC Position: Q2 2026 in Review
Geneos Wealth Management reduced its Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) stake by 67% in Q2 2026, selling an estimated $1.08M and leaving 30,430 shares worth $483K. The position accounts for 0.01% of the portfolio, ranked #745.
Geneos Wealth Management first reported a position in PDBC in Q2 2018 and has held it in 33 quarters since. The position peaked at $6.07M in Q4 2019. 446 funds tracked by Wall St. Rank hold PDBC as of Q2 2026.
- Geneos Wealth Management held 30,430 shares of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF worth $483K as of Q2 2026.
- Geneos Wealth Management sold 61,327 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q2 2026, an estimated $1.08M.
- Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #745 holding.
- Geneos Wealth Management first reported a position in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in Q2 2018 and has held it in 33 quarters since.
- Geneos Wealth Management's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $6.07M in Q4 2019.
- 446 funds tracked by Wall St. Rank held Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.