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PXH icon

Geneos Wealth Management’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Geneos Wealth Management’s Portfolio PXH Stock Details PXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,438
Closed -$74.7K – 3203
2025
Q1 		$74.7K Buy
+3,438
New +$73.6K ﹤0.01% 1713
2024
Q1 		– Sell
-3,347
Closed -$63.9K – 2202
2023
Q4 		$63.9K Sell
3,347
-1,481
-31% -$26.8K ﹤0.01% 986
2023
Q3 		$86K Hold
4,828
– – ﹤0.01% 912
2023
Q2 		$90K Hold
4,828
– – ﹤0.01% 905
2023
Q1 		$88.6K Buy
+4,828
New +$89.2K 0.01% 880
2022
Q3 		– Sell
-72
Closed -$1K – 2461
2022
Q2 		$1K Buy
+72
New +$1.4K ﹤0.01% 2530
2018
Q4 		– Sell
-500
Closed -$10K – 2464
2018
Q3 		$10K Sell
500
-855
-63% -$18K ﹤0.01% 1845
2018
Q2 		$28K Buy
+1,355
New +$30.1K ﹤0.01% 1314

Other funds holding PXH

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.18B AUM 46.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return