Geneos Wealth Management’s Invesco S&P SmallCap Consumer Staples ETF PSCC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$63.5K	Hold	1,800	–	–	﹤0.01%	1381
2026 Q1	$56.7K	Sell	1,800 -300	-14%	-$9.93K	﹤0.01%	1374
2025 Q4	$65.3K	Hold	2,100	–	–	﹤0.01%	1294
2025 Q3	$69.2K	Hold	2,100	–	–	﹤0.01%	1255
2025 Q2	$69.8K	Hold	2,100	–	–	﹤0.01%	1407
2025 Q1	$73.6K	Hold	2,100	–	–	﹤0.01%	1297
2024 Q4	$79.9K	Hold	2,100	–	–	﹤0.01%	1143
2024 Q3	$79.2K	Hold	2,100	–	–	﹤0.01%	1038
2024 Q2	$74.1K	Hold	2,100	–	–	﹤0.01%	952
2024 Q1	$78.2K	Hold	2,100	–	–	﹤0.01%	928
2023 Q4	$80.7K	Hold	2,100	–	–	﹤0.01%	900
2023 Q3	$73K	Hold	2,100	–	–	﹤0.01%	967
2023 Q2	$76.1K	Hold	2,100	–	–	﹤0.01%	955
2023 Q1	$76.9K	Hold	2,100	–	–	﹤0.01%	929
2022 Q4	$71.4K	Hold	2,100	–	–	﹤0.01%	922
2022 Q3	$65K	Hold	2,100	–	–	﹤0.01%	941
2022 Q2	$71K	Hold	2,100	–	–	﹤0.01%	1142
2022 Q1	$70K	Hold	2,100	–	–	﹤0.01%	1230
2021 Q4	$77K	Hold	2,100	–	–	﹤0.01%	1280
2021 Q3	$71K	Hold	2,100	–	–	﹤0.01%	1321
2021 Q2	$73K	Hold	2,100	–	–	﹤0.01%	1307
2021 Q1	$69K	Hold	2,100	–	–	﹤0.01%	1460
2020 Q4	$70K	Hold	2,100	–	–	﹤0.01%	1299
2020 Q3	$51K	Hold	2,100	–	–	﹤0.01%	1249
2020 Q2	$49K	Hold	2,100	–	–	﹤0.01%	1223
2020 Q1	$42K	Sell	2,100 -900	-30%	-$21.1K	﹤0.01%	1196
2019 Q4	$79K	Hold	3,000	–	–	﹤0.01%	1049
2019 Q3	$74K	Hold	3,000	–	–	﹤0.01%	1003
2019 Q2	$73K	Hold	3,000	–	–	﹤0.01%	1025
2019 Q1	$75K	Hold	3,000	–	–	﹤0.01%	971
2018 Q4	$69K	Hold	3,000	–	–	0.01%	968
2018 Q3	$83K	Hold	3,000	–	–	0.01%	961
2018 Q2	$80K	Buy	+3,000	New	+$73.9K	0.01%	858

Other funds holding PSCC

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

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

PSF

Pacific Sun Financial Los Angeles, California $242M AUM 27.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Winter & Associates St. Paul, Minnesota $133M AUM

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

Geneos Wealth Management held its Invesco S&P SmallCap Consumer Staples ETF (PSCC) position steady in Q2 2026 at 1,800 shares worth $63.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1381.

Geneos Wealth Management first reported a position in PSCC in Q2 2018 and has held it in 33 quarters since. The position peaked at $83K in Q3 2018. 38 funds tracked by Wall St. Rank hold PSCC as of Q2 2026.

Geneos Wealth Management held 1,800 shares of Invesco S&P SmallCap Consumer Staples ETF worth $63.5K as of Q2 2026.
Geneos Wealth Management left its Invesco S&P SmallCap Consumer Staples ETF share count unchanged in Q2 2026.
Invesco S&P SmallCap Consumer Staples ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1381 holding.
Geneos Wealth Management first reported a position in Invesco S&P SmallCap Consumer Staples ETF in Q2 2018 and has held it in 33 quarters since.
Geneos Wealth Management's Invesco S&P SmallCap Consumer Staples ETF position peaked at $83K in Q3 2018.
38 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Staples ETF as of Q2 2026.

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