GWM
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Geneos Wealth Management’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Geneos Wealth Management’s Portfolio PIZ Stock Details PIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$639K Buy
12,896
+9,001
+231% +$466K 0.01% 620
2025
Q4 		$191K Buy
3,895
+3,425
+729% +$165K ﹤0.01% 941
2025
Q3 		$22.4K Hold
470
– – ﹤0.01% 1688
2025
Q2 		$21.6K Sell
470
-285
-38% -$12K ﹤0.01% 1990
2025
Q1 		$28.8K Buy
755
+470
+165% +$18.1K ﹤0.01% 2168
2024
Q4 		$10.4K Hold
285
– – ﹤0.01% 2042
2024
Q3 		$10.8K Hold
285
– – ﹤0.01% 1816
2024
Q2 		$10.2K Hold
285
– – ﹤0.01% 1547
2024
Q1 		$9.82K Hold
285
– – ﹤0.01% 1551
2023
Q4 		$9.05K Hold
285
– – ﹤0.01% 1571
2023
Q3 		$8.17K Hold
285
– – ﹤0.01% 1627
2023
Q2 		$8.68K Hold
285
– – ﹤0.01% 1614
2023
Q1 		$8.54K Hold
285
– – ﹤0.01% 1590
2022
Q4 		$7.83K Hold
285
– – ﹤0.01% 1602
2022
Q3 		$6K Sell
285
-2,316
-89% -$64.3K ﹤0.01% 1659
2022
Q2 		$71K Sell
2,601
-1,296
-33% -$39.7K ﹤0.01% 1140
2022
Q1 		$131K Sell
3,897
-121
-3% -$4.11K 0.01% 979
2021
Q4 		$161K Sell
4,018
-997
-20% -$39.4K 0.01% 959
2021
Q3 		$189K Buy
5,015
+501
+11% +$20.1K 0.01% 883
2021
Q2 		$171K Sell
4,514
-186,158
-98% -$6.83M 0.01% 917
2021
Q1 		$6.97M Sell
190,672
-8,231
-4% -$280K 0.19% 123
2020
Q4 		$6.83M Buy
198,903
+34,401
+21% +$1.11M 0.27% 80
2020
Q3 		$5.11M Sell
164,502
-2,203
-1% -$66.1K 0.26% 87
2020
Q2 		$4.56M Sell
166,705
-12,164
-7% -$310K 0.25% 92
2020
Q1 		$4.04M Sell
178,869
-1,274
-0.7% -$34.5K 0.27% 83
2019
Q4 		$5.23M Sell
180,143
-2,259
-1% -$62.1K 0.28% 103
2019
Q3 		$4.8M Buy
182,402
+9,022
+5% +$242K 0.29% 92
2019
Q2 		$4.69M Buy
173,380
+170,801
+6,623% +$4.52M 0.29% 90
2019
Q1 		$66K Buy
2,579
+185
+8% +$4.59K ﹤0.01% 1012
2018
Q4 		$54K Sell
2,394
-132,374
-98% -$3.23M ﹤0.01% 1058
2018
Q3 		$3.7M Buy
134,768
+2,229
+2% +$62.1K 0.25% 121
2018
Q2 		$3.67M Buy
+132,539
New +$3.72M 0.29% 95

Other funds holding PIZ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Geneos Wealth Management's PIZ Position: Q1 2026 in Review

Geneos Wealth Management increased its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 231% in Q1 2026, buying an estimated $466K and bringing the position to 12,896 shares worth $639K. The position accounts for 0.01% of the portfolio, ranked #620.

Geneos Wealth Management first reported a position in PIZ in Q2 2018 and has held it in 32 quarters since. The position peaked at $6.97M in Q1 2021. 104 funds tracked by Wall St. Rank hold PIZ as of Q1 2026.

  • Geneos Wealth Management held 12,896 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $639K as of Q1 2026.
  • Geneos Wealth Management bought 9,001 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2026, an estimated $466K.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #620 holding.
  • Geneos Wealth Management first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q2 2018 and has held it in 32 quarters since.
  • Geneos Wealth Management's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $6.97M in Q1 2021.
  • 104 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.