Geneos Wealth Management’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.41M | Sell |
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|
2025
Q2 | $3.24M | Sell |
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|
2025
Q1 | $5.58M | Buy |
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|
2024
Q4 | $1.57M | Buy |
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|
2024
Q3 | $1.5M | Buy |
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|
2024
Q2 | $1.29M | Buy |
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|
2024
Q1 | $1.16M | Buy |
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|
2023
Q4 | $966K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $17K | Hold |
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|
2020
Q2 | $16K | Buy |
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