GWM
QBIG

Geneos Wealth Management’s Invesco Top QQQ ETF QBIG Stock Holding History

Geneos Wealth Management’s Portfolio QBIG Stock Details QBIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$610K Sell
15,660
-1,134
-7% -$45.1K 0.01% 675
2026
Q1 		$572K Sell
16,794
-767
-4% -$28K 0.01% 651
2025
Q4 		$676K Buy
17,561
+404
+2% +$15.6K 0.02% 586
2025
Q3 		$648K Buy
+17,157
New +$605K 0.02% 588

Other funds holding QBIG

AFP
ATX Financial Planning Austin, Texas $151M AUM
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Geneos Wealth Management reduced its Invesco Top QQQ ETF (QBIG) stake by 6.8% in Q2 2026, selling an estimated $45.1K and leaving 15,660 shares worth $610K. The position accounts for 0.01% of the portfolio, ranked #675.

Geneos Wealth Management first reported a position in QBIG in Q3 2025 and has held it in 4 quarters since. The position peaked at $676K in Q4 2025. 4 funds tracked by Wall St. Rank hold QBIG as of Q2 2026.

  • Geneos Wealth Management held 15,660 shares of Invesco Top QQQ ETF worth $610K as of Q2 2026.
  • Geneos Wealth Management sold 1,134 Invesco Top QQQ ETF shares in Q2 2026, an estimated $45.1K.
  • Invesco Top QQQ ETF made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #675 holding.
  • Geneos Wealth Management first reported a position in Invesco Top QQQ ETF in Q3 2025 and has held it in 4 quarters since.
  • Geneos Wealth Management's Invesco Top QQQ ETF position peaked at $676K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Invesco Top QQQ ETF as of Q2 2026.

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