Geneos Wealth Management’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$531K	Buy	4,744 +2,372	+100%	+$262K	0.01%	717
2026 Q1	$257K	Hold	2,372	–	–	0.01%	881
2025 Q4	$238K	Sell	2,372 -152	-6%	-$15.8K	0.01%	873
2025 Q3	$277K	Hold	2,524	–	–	0.01%	809
2025 Q2	$279K	Hold	2,524	–	–	0.01%	883
2025 Q1	$274K	Hold	2,524	–	–	0.01%	805
2024 Q4	$265K	Sell	2,524 -150	-6%	-$15.8K	0.01%	749
2024 Q3	$272K	Hold	2,674	–	–	0.01%	693
2024 Q2	$260K	Hold	2,674	–	–	0.01%	636
2024 Q1	$261K	Sell	2,674 -375	-12%	-$35.2K	0.01%	635
2023 Q4	$279K	Sell	3,049 -854	-22%	-$71.8K	0.01%	592
2023 Q3	$326K	Hold	3,903	–	–	0.02%	558
2023 Q2	$339K	Hold	3,903	–	–	0.02%	556
2023 Q1	$336K	Hold	3,903	–	–	0.02%	530
2022 Q4	$323K	Hold	3,903	–	–	0.02%	505
2022 Q3	$292K	Sell	3,903 -7,370	-65%	-$595K	0.02%	506
2022 Q2	$900K	Sell	11,273 -99	-0.9%	-$8.17K	0.04%	345
2022 Q1	$973K	Buy	11,372 +3,904	+52%	+$333K	0.04%	364
2021 Q4	$682K	Sell	7,468 -1,114	-13%	-$100K	0.03%	492
2021 Q3	$773K	Buy	8,582 +1	+0%	+$92	0.03%	458
2021 Q2	$802K	Sell	8,581 -6,253	-42%	-$591K	0.03%	430
2021 Q1	$1.4M	Sell	14,834 -772	-5%	-$70.1K	0.04%	344
2020 Q4	$878K	Buy	15,606 +5,726	+58%	+$472K	0.04%	383
2020 Q3	$750K	Sell	9,880 -150	-1%	-$11.1K	0.04%	345
2020 Q2	$634K	Sell	10,030 -449	-4%	-$28K	0.04%	366
2020 Q1	$579K	Hold	10,479	–	–	0.04%	350
2019 Q4	$779K	Sell	10,479 -800	-7%	-$57.4K	0.04%	343
2019 Q3	$805K	Sell	11,279 -300	-3%	-$22.1K	0.05%	312
2019 Q2	$832K	Sell	11,579 -600	-5%	-$43K	0.05%	310
2019 Q1	$864K	Hold	12,179	–	–	0.06%	296
2018 Q4	$791K	Hold	12,179	–	–	0.06%	289
2018 Q3	$873K	Buy	12,179 +1	+0%	+$72	0.06%	287
2018 Q2	$862K	Buy	+12,178	New	+$840K	0.07%	244

Other funds holding PSL

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

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

Geneos Wealth Management increased its Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) stake by 100% in Q2 2026, buying an estimated $262K and bringing the position to 4,744 shares worth $531K. The position accounts for 0.01% of the portfolio, ranked #717.

Geneos Wealth Management first reported a position in PSL in Q2 2018 and has held it in 33 quarters since. The position peaked at $1.4M in Q1 2021. 59 funds tracked by Wall St. Rank hold PSL as of Q2 2026.

Geneos Wealth Management held 4,744 shares of Invesco Dorsey Wright Consumer Staples Momentum ETF worth $531K as of Q2 2026.
Geneos Wealth Management bought 2,372 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q2 2026, an estimated $262K.
Invesco Dorsey Wright Consumer Staples Momentum ETF made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #717 holding.
Geneos Wealth Management first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q2 2018 and has held it in 33 quarters since.
Geneos Wealth Management's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $1.4M in Q1 2021.
59 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q2 2026.

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