Geneos Wealth Management’s Invesco Large Cap Value ETF PWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $452K | Buy |
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|
2025
Q2 | $431K | Sell |
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|
2025
Q1 | $1.2M | Buy |
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|
2024
Q4 | $394K | Sell |
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|
2024
Q3 | $405K | Sell |
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|
2024
Q2 | $387K | Sell |
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|
2024
Q1 | $404K | Buy |
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|
2023
Q4 | $357K | Buy |
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|
2023
Q3 | $327K | Buy |
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|
2023
Q2 | $123K | Buy |
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|
2023
Q1 | $52.1K | Hold |
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|
2022
Q4 | $54.1K | Hold |
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|
2022
Q3 | $47K | Sell |
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|
2022
Q2 | $78K | Hold |
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|
2022
Q1 | $86K | Sell |
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|
2021
Q4 | $96K | Hold |
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|
2021
Q3 | $88K | Hold |
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|
2021
Q2 | $88K | Sell |
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|
2021
Q1 | $91K | Hold |
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|
2020
Q4 | $84K | Buy |
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|
2020
Q3 | $68K | Sell |
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|
2020
Q2 | $72K | Hold |
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|
2020
Q1 | $66K | Hold |
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|
2019
Q4 | $91K | Buy |
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|
2019
Q3 | $69K | Buy |
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|
2019
Q2 | $45K | Hold |
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|
2019
Q1 | $43K | Hold |
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|
2018
Q4 | $39K | Hold |
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|
2018
Q3 | $45K | Sell |
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|
2018
Q2 | $54K | Buy |
|