Geneos Wealth Management
RSPH icon

Geneos Wealth Management’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Geneos Wealth Management’s Portfolio RSPH Stock Details RSPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$295K Sell
7,963
-21
-0.3% -$753 0.01% 949
2026
Q2 		$265K Sell
7,984
-796
-9% -$24.8K 0.01% 907
2026
Q1 		$265K Sell
8,780
-3,570
-29% -$114K 0.01% 870
2025
Q4 		$393K Hold
12,350
– – 0.01% 737
2025
Q3 		$363K Sell
12,350
-919
-7% -$26.6K 0.01% 743
2025
Q2 		$387K Sell
13,269
-1,023
-7% -$29.1K 0.01% 783
2025
Q1 		$425K Buy
14,292
+686
+5% +$20.8K 0.01% 670
2024
Q4 		$399K Sell
13,606
-124
-0.9% -$3.81K 0.01% 642
2024
Q3 		$443K Sell
13,730
-222
-2% -$6.95K 0.02% 586
2024
Q2 		$419K Sell
13,952
-1,141
-8% -$34.6K 0.02% 535
2024
Q1 		$480K Sell
15,093
-1,065
-7% -$32.7K 0.02% 501
2023
Q4 		$481K Sell
16,158
-1,288
-7% -$35.3K 0.02% 492
2023
Q3 		$478K Buy
17,446
+416
+2% +$12.1K 0.02% 479
2023
Q2 		$507K Sell
17,030
-940
-5% -$27.5K 0.03% 459
2023
Q1 		$524K Buy
17,970
+490
+3% +$14.3K 0.03% 432
2022
Q4 		$504K Buy
17,480
+980
+6% +$27.3K 0.03% 422
2022
Q3 		$414K Sell
16,500
-80
-0.5% -$2.19K 0.03% 433
2022
Q2 		$452K Sell
16,580
-390
-2% -$11.1K 0.02% 522
2022
Q1 		$520K Buy
16,970
+2,110
+14% +$63.1K 0.02% 523
2021
Q4 		$476K Buy
14,860
+240
+2% +$7.3K 0.02% 589
2021
Q3 		$436K Buy
14,620
+470
+3% +$14.5K 0.02% 605
2021
Q2 		$421K Sell
14,150
-490
-3% -$13.9K 0.02% 603
2021
Q1 		$410K Sell
14,640
-1,250
-8% -$33.3K 0.01% 684
2020
Q4 		$425K Buy
15,890
+2,870
+22% +$71.5K 0.02% 583
2020
Q3 		$299K Buy
13,020
+3,270
+34% +$77K 0.02% 561
2020
Q2 		$210K Buy
9,750
+4,810
+97% +$103K 0.01% 654
2020
Q1 		$90K Buy
4,940
+1,810
+58% +$38.3K 0.01% 874
2019
Q4 		$69K Sell
3,130
-310
-9% -$6.47K ﹤0.01% 1101
2019
Q3 		$66K Buy
3,440
+50
+1% +$996 ﹤0.01% 1060
2019
Q2 		$68K Buy
3,390
+70
+2% +$1.36K ﹤0.01% 1056
2019
Q1 		$65K Buy
3,320
+200
+6% +$3.86K ﹤0.01% 1021
2018
Q4 		$54K Buy
3,120
+560
+22% +$10.6K ﹤0.01% 1060
2018
Q3 		$52K Buy
2,560
+1,010
+65% +$19.8K ﹤0.01% 1161
2018
Q2 		$28K Buy
+1,550
New +$28.1K ﹤0.01% 1315

Other funds holding RSPH

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Walled Lake Planning & Wealth Management
Walled Lake Planning & Wealth Management Winnetka, Illinois $420M AUM 13.89% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Friedenthal Financial
Friedenthal Financial Marlton, New Jersey $231M AUM 12.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $346M AUM 20.07% 1-Year Est. Return

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

Geneos Wealth Management reduced its Invesco S&P 500 Equal Weight Health Care ETF (RSPH) stake by 0.26% in Q3 2026, selling an estimated $753 and leaving 7,963 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #949.

Geneos Wealth Management first reported a position in RSPH in Q2 2018 and has held it in 34 quarters since. The position peaked at $524K in Q1 2023. 121 funds tracked by Wall St. Rank hold RSPH as of Q3 2026.

  • Geneos Wealth Management held 7,963 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $295K as of Q3 2026.
  • Geneos Wealth Management sold 21 Invesco S&P 500 Equal Weight Health Care ETF shares in Q3 2026, an estimated $753.
  • Invesco S&P 500 Equal Weight Health Care ETF made up 0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #949 holding.
  • Geneos Wealth Management first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q2 2018 and has held it in 34 quarters since.
  • Geneos Wealth Management's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $524K in Q1 2023.
  • 121 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q3 2026.

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