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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$401K	Hold	3,728	–	–	0.01%	857
2026 Q2	$365K	Sell	3,728 -984	-21%	-$102K	0.01%	817
2026 Q1	$516K	Buy	4,712 +2,262	+92%	+$215K	0.01%	688
2025 Q4	$195K	Hold	2,450	–	–	﹤0.01%	937
2025 Q3	$195K	Hold	2,450	–	–	﹤0.01%	914
2025 Q2	$182K	Buy	2,450 +1,600	+188%	+$117K	﹤0.01%	1029
2025 Q1	$69.6K	Sell	850 -14	-2%	-$1.13K	﹤0.01%	1317
2024 Q4	$66K	Hold	864	–	–	﹤0.01%	1207
2024 Q3	$66.2K	Sell	864 -1,727	-67%	-$136K	﹤0.01%	1097
2024 Q2	$209K	Buy	2,591 +123	+5%	+$10K	0.01%	697
2024 Q1	$205K	Sell	2,468 -806	-25%	-$60.3K	0.01%	697
2023 Q4	$241K	Buy	3,274 +132	+4%	+$9.9K	0.01%	634
2023 Q3	$241K	Buy	3,142 +5	+0.2%	+$377	0.01%	637
2023 Q2	$215K	Sell	3,137 -373	-11%	-$25.2K	0.01%	669
2023 Q1	$240K	Sell	3,510 -9,319	-73%	-$662K	0.01%	614
2022 Q4	$933K	Buy	12,829 +9,613	+299%	+$705K	0.06%	288
2022 Q3	$196K	Sell	3,216 -8,870	-73%	-$573K	0.01%	606
2022 Q2	$751K	Buy	12,086 +8,758	+263%	+$613K	0.04%	397
2022 Q1	$224K	Buy	3,328 +1,653	+99%	+$98.8K	0.01%	761
2021 Q4	$80K	Buy	1,675 +75	+5%	+$3.68K	﹤0.01%	1258
2021 Q3	$74K	Buy	1,600 +1,300	+433%	+$53.7K	﹤0.01%	1301
2021 Q2	$13K	Hold	300	–	–	﹤0.01%	2102
2021 Q1	$12K	Hold	300	–	–	﹤0.01%	2302
2020 Q4	$12K	Hold	300	–	–	﹤0.01%	2152
2020 Q3	$6K	Hold	300	–	–	﹤0.01%	2136
2020 Q2	$8K	Hold	300	–	–	﹤0.01%	1994
2020 Q1	$5K	Hold	300	–	–	﹤0.01%	2049
2019 Q4	$14K	Hold	300	–	–	﹤0.01%	1846
2019 Q3	$13K	Sell	300 -150	-33%	-$6.79K	﹤0.01%	1789
2019 Q2	$21K	Hold	450	–	–	﹤0.01%	1609
2019 Q1	$22K	Hold	450	–	–	﹤0.01%	1534
2018 Q4	$19K	Sell	450 -250	-36%	-$13.2K	﹤0.01%	1526
2018 Q3	$43K	Buy	700 +400	+133%	+$24.6K	﹤0.01%	1249
2018 Q2	$18K	Buy	+300	New	+$18.1K	﹤0.01%	1500

Other funds holding RSPG

MATAURO New York $814M AUM 14.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Guild Investment Management Los Angeles, California $157M AUM 19.25% 1-Year Est. Return

Oarsman Capital Milwaukee, Wisconsin $990M AUM 15.7% 1-Year Est. Return

Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return

Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return

Geneos Wealth Management's RSPG Position: Q3 2026 in Review

Geneos Wealth Management held its Invesco S&P 500 Equal Weight Energy ETF (RSPG) position steady in Q3 2026 at 3,728 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #857.

Geneos Wealth Management first reported a position in RSPG in Q2 2018 and has held it in 34 quarters since. The position peaked at $933K in Q4 2022. 80 funds tracked by Wall St. Rank hold RSPG as of Q3 2026.

Geneos Wealth Management held 3,728 shares of Invesco S&P 500 Equal Weight Energy ETF worth $401K as of Q3 2026.
Geneos Wealth Management left its Invesco S&P 500 Equal Weight Energy ETF share count unchanged in Q3 2026.
Invesco S&P 500 Equal Weight Energy ETF made up 0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #857 holding.
Geneos Wealth Management first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q2 2018 and has held it in 34 quarters since.
Geneos Wealth Management's Invesco S&P 500 Equal Weight Energy ETF position peaked at $933K in Q4 2022.
80 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.