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Geneos Wealth Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Geneos Wealth Management’s Portfolio PKW Stock Details PKW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$952K Buy
6,718
+665
+11% +$91.4K 0.02% 557
2026
Q1 		$794K Buy
6,053
+3,825
+172% +$519K 0.02% 563
2025
Q4 		$299K Buy
2,228
+1,228
+123% +$162K 0.01% 803
2025
Q3 		$132K Hold
1,000
– – ﹤0.01% 1032
2025
Q2 		$124K Hold
1,000
– – ﹤0.01% 1165
2025
Q1 		$113K Hold
1,000
– – ﹤0.01% 1113
2024
Q4 		$115K Hold
1,000
– – ﹤0.01% 1014
2024
Q3 		$115K Sell
1,000
-300
-23% -$32.5K ﹤0.01% 928
2024
Q2 		$135K Hold
1,300
– – 0.01% 797
2024
Q1 		$141K Sell
1,300
-150
-10% -$15.2K 0.01% 780
2023
Q4 		$144K Sell
1,450
-11,804
-89% -$1.08M 0.01% 752
2023
Q3 		$1.19M Buy
13,254
+11,783
+801% +$1.08M 0.06% 288
2023
Q2 		$132K Buy
1,471
+21
+1% +$1.79K 0.01% 797
2023
Q1 		$123K Sell
1,450
-21
-1% -$1.84K 0.01% 783
2022
Q4 		$126K Sell
1,471
-100
-6% -$8.43K 0.01% 773
2022
Q3 		$116K Sell
1,571
-1,175
-43% -$95.7K 0.01% 758
2022
Q2 		$215K Hold
2,746
– – 0.01% 726
2022
Q1 		$248K Buy
2,746
+925
+51% +$84.9K 0.01% 722
2021
Q4 		$175K Sell
1,821
-110
-6% -$10.4K 0.01% 927
2021
Q3 		$176K Hold
1,931
– – 0.01% 917
2021
Q2 		$176K Sell
1,931
-9,012
-82% -$801K 0.01% 905
2021
Q1 		$959K Buy
10,943
+435
+4% +$34.5K 0.03% 433
2020
Q4 		$703K Buy
10,508
+8,306
+377% +$552K 0.03% 450
2020
Q3 		$130K Hold
2,202
– – 0.01% 838
2020
Q2 		$122K Sell
2,202
-51
-2% -$2.78K 0.01% 829
2020
Q1 		$109K Sell
2,253
-96
-4% -$5.96K 0.01% 805
2019
Q4 		$162K Buy
2,349
+96
+4% +$6.32K 0.01% 777
2019
Q3 		$140K Sell
2,253
-700
-24% -$43.6K 0.01% 775
2019
Q2 		$184K Sell
2,953
-500
-14% -$30.8K 0.01% 699
2019
Q1 		$205K Sell
3,453
-3,706
-52% -$214K 0.01% 631
2018
Q4 		$377K Buy
7,159
+1,053
+17% +$60.2K 0.03% 437
2018
Q3 		$372K Sell
6,106
-662
-10% -$39.5K 0.02% 453
2018
Q2 		$384K Buy
+6,768
New +$389K 0.03% 378

Other funds holding PKW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
CAG
Curtis Advisory Group Santa Barbara, California $515M AUM 19.66% 1-Year Est. Return

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

Geneos Wealth Management increased its Invesco BuyBack Achievers ETF (PKW) stake by 11% in Q2 2026, buying an estimated $91.4K and bringing the position to 6,718 shares worth $952K. The position accounts for 0.02% of the portfolio, ranked #557.

Geneos Wealth Management first reported a position in PKW in Q2 2018 and has held it in 33 quarters since. The position peaked at $1.19M in Q3 2023. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

  • Geneos Wealth Management held 6,718 shares of Invesco BuyBack Achievers ETF worth $952K as of Q2 2026.
  • Geneos Wealth Management bought 665 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $91.4K.
  • Invesco BuyBack Achievers ETF made up 0.02% of Geneos Wealth Management's portfolio in Q2 2026, its #557 holding.
  • Geneos Wealth Management first reported a position in Invesco BuyBack Achievers ETF in Q2 2018 and has held it in 33 quarters since.
  • Geneos Wealth Management's Invesco BuyBack Achievers ETF position peaked at $1.19M in Q3 2023.
  • 252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

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