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Geneos Wealth Management’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Geneos Wealth Management’s Portfolio PSCE Stock Details PSCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.1K Hold
100
– – ﹤0.01% 2120
2025
Q4 		$4.3K Hold
100
– – ﹤0.01% 2183
2025
Q3 		$4.26K Hold
100
– – ﹤0.01% 2177
2025
Q2 		$3.89K Buy
+100
New +$3.73K ﹤0.01% 2641
2022
Q2 		– Sell
-253
Closed -$12K – 2742
2022
Q1 		$12K Sell
253
-12,918
-98% -$550K ﹤0.01% 2017
2021
Q4 		$459K Buy
13,171
+12,918
+5,106% +$500K 0.02% 604
2021
Q3 		$9K Buy
253
+30
+13% +$1.02K ﹤0.01% 2265
2021
Q2 		$8K Hold
223
– – ﹤0.01% 2298
2021
Q1 		$6K Sell
223
-363
-62% -$10.9K ﹤0.01% 2609
2020
Q4 		$18K Buy
+586
New +$11K ﹤0.01% 1970

Other funds holding PSCE

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return