Geneos Wealth Management’s Invesco International Dividend Achievers ETF PID Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$176K	Sell	7,925 -365	-4%	-$8.31K	﹤0.01%	1036
2026 Q1	$184K	Buy	8,290 +3,371	+69%	+$76.7K	﹤0.01%	978
2025 Q4	$108K	Buy	4,919 +365	+8%	+$7.9K	﹤0.01%	1130
2025 Q3	$96.9K	Hold	4,554	–	–	﹤0.01%	1134
2025 Q2	$93.4K	Hold	4,554	–	–	﹤0.01%	1280
2025 Q1	$86.8K	Hold	4,554	–	–	﹤0.01%	1220
2024 Q4	$83.4K	Hold	4,554	–	–	﹤0.01%	1126
2024 Q3	$90.1K	Hold	4,554	–	–	﹤0.01%	992
2024 Q2	$81.6K	Hold	4,554	–	–	﹤0.01%	927
2024 Q1	$84.4K	Sell	4,554 -175	-4%	-$3.2K	﹤0.01%	899
2023 Q4	$87.3K	Hold	4,729	–	–	﹤0.01%	877
2023 Q3	$79K	Hold	4,729	–	–	﹤0.01%	938
2023 Q2	$85.4K	Buy	4,729 +55	+1%	+$991	﹤0.01%	918
2023 Q1	$83.3K	Buy	4,674 +1,201	+35%	+$21.1K	0.01%	903
2022 Q4	$58.1K	Buy	3,473 +2,398	+223%	+$39.5K	﹤0.01%	999
2022 Q3	$16K	Hold	1,075	–	–	﹤0.01%	1399
2022 Q2	$18K	Hold	1,075	–	–	﹤0.01%	1733
2022 Q1	$21K	Sell	1,075 -75	-7%	-$1.42K	﹤0.01%	1787
2021 Q4	$21K	Sell	1,150 -54	-4%	-$980	﹤0.01%	1869
2021 Q3	$21K	Hold	1,204	–	–	﹤0.01%	1898
2021 Q2	$21K	Hold	1,204	–	–	﹤0.01%	1898
2021 Q1	$20K	Hold	1,204	–	–	﹤0.01%	2088
2020 Q4	$20K	Hold	1,204	–	–	﹤0.01%	1917
2020 Q3	$15K	Hold	1,204	–	–	﹤0.01%	1795
2020 Q2	$14K	Hold	1,204	–	–	﹤0.01%	1781
2020 Q1	$13K	Hold	1,204	–	–	﹤0.01%	1699
2019 Q4	$20K	Hold	1,204	–	–	﹤0.01%	1692
2019 Q3	$19K	Hold	1,204	–	–	﹤0.01%	1637
2019 Q2	$19K	Hold	1,204	–	–	﹤0.01%	1659
2019 Q1	$19K	Hold	1,204	–	–	﹤0.01%	1604
2018 Q4	$17K	Hold	1,204	–	–	﹤0.01%	1572
2018 Q3	$18K	Sell	1,204 -500	-29%	-$7.94K	﹤0.01%	1627
2018 Q2	$26K	Buy	+1,704	New	+$26.9K	﹤0.01%	1343

Other funds holding PID

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWP

Strategic Wealth Partners Independence, Ohio $1.62B AUM 21.77% 1-Year Est. Return

NFA

Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

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

Geneos Wealth Management reduced its Invesco International Dividend Achievers ETF (PID) stake by 4.4% in Q2 2026, selling an estimated $8.31K and leaving 7,925 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #1036.

Geneos Wealth Management first reported a position in PID in Q2 2018 and has held it in 33 quarters since. The position peaked at $184K in Q1 2026. 159 funds tracked by Wall St. Rank hold PID as of Q2 2026.

Geneos Wealth Management held 7,925 shares of Invesco International Dividend Achievers ETF worth $176K as of Q2 2026.
Geneos Wealth Management sold 365 Invesco International Dividend Achievers ETF shares in Q2 2026, an estimated $8.31K.
Invesco International Dividend Achievers ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1036 holding.
Geneos Wealth Management first reported a position in Invesco International Dividend Achievers ETF in Q2 2018 and has held it in 33 quarters since.
Geneos Wealth Management's Invesco International Dividend Achievers ETF position peaked at $184K in Q1 2026.
159 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q2 2026.

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