Geneos Wealth Management’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $195K | Hold |
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|
2025
Q2 | $182K | Sell |
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|
2025
Q1 | $270K | Buy |
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|
2024
Q4 | $66K | Hold |
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|
2024
Q3 | $66.3K | Sell |
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|
2024
Q2 | $209K | Buy |
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|
2024
Q1 | $205K | Sell |
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|
2023
Q4 | $241K | Buy |
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|
2023
Q3 | $241K | Buy |
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|
2023
Q2 | $215K | Sell |
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|
2023
Q1 | $240K | Sell |
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|
2022
Q4 | $933K | Buy |
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|
2022
Q3 | $196K | Sell |
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|
2022
Q2 | $751K | Buy |
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|
2022
Q1 | $224K | Buy |
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|
2021
Q4 | $80K | Buy |
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|
2021
Q3 | $74K | Buy |
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|
2021
Q2 | $13K | Hold |
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|
2021
Q1 | $12K | Hold |
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|
2020
Q4 | $12K | Hold |
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|
2020
Q3 | $6K | Hold |
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|
2020
Q2 | $8K | Hold |
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|
2020
Q1 | $5K | Hold |
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|
2019
Q4 | $14K | Hold |
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|
2019
Q3 | $13K | Sell |
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|
2019
Q2 | $21K | Hold |
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|
2019
Q1 | $22K | Hold |
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|
2018
Q4 | $19K | Sell |
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|
2018
Q3 | $43K | Buy |
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|
2018
Q2 | $18K | Buy |
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