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RSPF icon

Geneos Wealth Management’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Geneos Wealth Management’s Portfolio RSPF Stock Details RSPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$947K Buy
12,217
+4,594
+60% +$347K 0.02% 558
2026
Q1 		$544K Buy
7,623
+1,218
+19% +$92K 0.01% 674
2025
Q4 		$503K Sell
6,405
-223
-3% -$17.1K 0.01% 659
2025
Q3 		$516K Sell
6,628
-30
-0.5% -$2.32K 0.01% 638
2025
Q2 		$507K Buy
6,658
+190
+3% +$13.6K 0.01% 705
2025
Q1 		$469K Sell
6,468
-602
-9% -$44.3K 0.02% 642
2024
Q4 		$512K Buy
7,070
+8
+0.1% +$586 0.02% 580
2024
Q3 		$487K Sell
7,062
-155
-2% -$10.2K 0.02% 573
2024
Q2 		$442K Sell
7,217
-571
-7% -$35.2K 0.02% 526
2024
Q1 		$500K Sell
7,788
-244
-3% -$14.7K 0.02% 488
2023
Q4 		$471K Sell
8,032
-1,075
-12% -$57.2K 0.02% 497
2023
Q3 		$462K Sell
9,107
-430
-5% -$22.7K 0.02% 482
2023
Q2 		$488K Sell
9,537
-3,456
-27% -$173K 0.03% 467
2023
Q1 		$656K Sell
12,993
-58
-0.4% -$3.31K 0.04% 388
2022
Q4 		$736K Sell
13,051
-290
-2% -$16.3K 0.04% 340
2022
Q3 		$683K Sell
13,341
-11,751
-47% -$655K 0.05% 323
2022
Q2 		$1.35M Buy
25,092
+9,617
+62% +$555K 0.07% 264
2022
Q1 		$985K Buy
15,475
+7,338
+90% +$473K 0.04% 359
2021
Q4 		$523K Sell
8,137
-294
-3% -$19K 0.02% 564
2021
Q3 		$526K Sell
8,431
-3,545
-30% -$216K 0.02% 550
2021
Q2 		$720K Sell
11,976
-4,846
-29% -$290K 0.03% 459
2021
Q1 		$1M Buy
16,822
+289
+2% +$15.2K 0.03% 421
2020
Q4 		$592K Buy
16,533
+12,423
+302% +$540K 0.02% 492
2020
Q3 		$152K Sell
4,110
-1,694
-29% -$65.3K 0.01% 787
2020
Q2 		$208K Sell
5,804
-2,141
-27% -$76.1K 0.01% 659
2020
Q1 		$252K Buy
7,945
+2,172
+38% +$91.4K 0.02% 547
2019
Q4 		$270K Buy
5,773
+534
+10% +$24.1K 0.01% 590
2019
Q3 		$228K Buy
5,239
+36
+0.7% +$1.56K 0.01% 611
2019
Q2 		$225K Sell
5,203
-558
-10% -$23.7K 0.01% 626
2019
Q1 		$232K Sell
5,761
-450
-7% -$18.1K 0.02% 595
2018
Q4 		$223K Buy
6,211
+68
+1% +$2.72K 0.02% 566
2018
Q3 		$264K Buy
6,143
+468
+8% +$20.5K 0.02% 550
2018
Q2 		$240K Buy
+5,675
New +$249K 0.02% 522

Other funds holding RSPF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JGCM
Joseph Group Capital Management Columbus, Ohio $476M AUM 21.21% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $333M AUM 26.31% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $328M AUM 36.73% 1-Year Est. Return
BCP
Blue Chip Partners Farmington Hills, Michigan $1.58B AUM 32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

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

Geneos Wealth Management increased its Invesco S&P 500 Equal Weight Financials ETF (RSPF) stake by 60% in Q2 2026, buying an estimated $347K and bringing the position to 12,217 shares worth $947K. The position accounts for 0.02% of the portfolio, ranked #558.

Geneos Wealth Management first reported a position in RSPF in Q2 2018 and has held it in 33 quarters since. The position peaked at $1.35M in Q2 2022. 106 funds tracked by Wall St. Rank hold RSPF as of Q2 2026.

  • Geneos Wealth Management held 12,217 shares of Invesco S&P 500 Equal Weight Financials ETF worth $947K as of Q2 2026.
  • Geneos Wealth Management bought 4,594 Invesco S&P 500 Equal Weight Financials ETF shares in Q2 2026, an estimated $347K.
  • Invesco S&P 500 Equal Weight Financials ETF made up 0.02% of Geneos Wealth Management's portfolio in Q2 2026, its #558 holding.
  • Geneos Wealth Management first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q2 2018 and has held it in 33 quarters since.
  • Geneos Wealth Management's Invesco S&P 500 Equal Weight Financials ETF position peaked at $1.35M in Q2 2022.
  • 106 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2026.

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