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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$420K	Buy	7,250 +20	+0.3%	+$1.24K	0.01%	842
2026 Q2	$463K	Buy	7,230 +386	+6%	+$23.5K	0.01%	755
2026 Q1	$394K	Sell	6,844 -1,444	-17%	-$87.4K	0.01%	765
2025 Q4	$469K	Hold	8,288	–	–	0.01%	683
2025 Q3	$465K	Sell	8,288 -198	-2%	-$11K	0.01%	672
2025 Q2	$454K	Sell	8,486 -64	-0.7%	-$3.22K	0.01%	737
2025 Q1	$418K	Sell	8,550 -506	-6%	-$25.7K	0.01%	677
2024 Q4	$455K	Buy	9,056 +727	+9%	+$38.2K	0.02%	616
2024 Q3	$427K	Sell	8,329 -6	-0.1%	-$286	0.02%	596
2024 Q2	$378K	Buy	8,335 +3,997	+92%	+$185K	0.02%	562
2024 Q1	$207K	Sell	4,338 -5	-0.1%	-$223	0.01%	693
2023 Q4	$187K	Buy	4,343 +43	+1%	+$1.7K	0.01%	690
2023 Q3	$165K	Sell	4,300 -45	-1%	-$1.82K	0.01%	730
2023 Q2	$178K	Sell	4,345 -510	-11%	-$19.2K	0.01%	706
2023 Q1	$182K	Buy	4,855 +90	+2%	+$3.37K	0.01%	678
2022 Q4	$170K	Buy	4,765 +1,375	+41%	+$48.2K	0.01%	675
2022 Q3	$105K	Sell	3,390 -410	-11%	-$14K	0.01%	786
2022 Q2	$123K	Sell	3,800 -1,140	-23%	-$39.7K	0.01%	934
2022 Q1	$186K	Buy	4,940 +1,465	+42%	+$54.6K	0.01%	834
2021 Q4	$137K	Sell	3,475 -15,930	-82%	-$617K	0.01%	1052
2021 Q3	$718K	Buy	19,405 +16,030	+475%	+$606K	0.03%	477
2021 Q2	$126K	Sell	3,375 -250	-7%	-$9.29K	﹤0.01%	1064
2021 Q1	$134K	Sell	3,625 -100	-3%	-$3.29K	﹤0.01%	1162
2020 Q4	$132K	Buy	3,725 +975	+35%	+$29K	0.01%	1016
2020 Q3	$73K	Hold	2,750	–	–	﹤0.01%	1075
2020 Q2	$63K	Buy	2,750 +1,000	+57%	+$22.2K	﹤0.01%	1127
2020 Q1	$34K	Hold	1,750	–	–	﹤0.01%	1282
2019 Q4	$47K	Hold	1,750	–	–	﹤0.01%	1292
2019 Q3	$44K	Buy	1,750 +750	+75%	+$18.7K	﹤0.01%	1252
2019 Q2	$25K	Buy	1,000 +500	+100%	+$12.3K	﹤0.01%	1532
2019 Q1	$12K	Buy	+500	New	+$11.6K	﹤0.01%	1783

Other funds holding RSPN

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

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Affinity Wealth Management Wilmington, Delaware $740M AUM 34.87% 1-Year Est. Return

Davis Investment Partners Charlotte, North Carolina $322M AUM 27.74% 1-Year Est. Return

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.32B AUM 14.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Carmel Capital Management Carmel, California $425M AUM 46.69% 1-Year Est. Return

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Geneos Wealth Management increased its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) stake by 0.28% in Q3 2026, buying an estimated $1.24K and bringing the position to 7,250 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #842.

Geneos Wealth Management first reported a position in RSPN in Q1 2019 and has held it in 31 quarters since. The position peaked at $718K in Q3 2021. 119 funds tracked by Wall St. Rank hold RSPN as of Q3 2026.

Geneos Wealth Management held 7,250 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $420K as of Q3 2026.
Geneos Wealth Management bought 20 Invesco S&P 500 Equal Weight Industrials ETF shares in Q3 2026, an estimated $1.24K.
Invesco S&P 500 Equal Weight Industrials ETF made up 0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #842 holding.
Geneos Wealth Management first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q1 2019 and has held it in 31 quarters since.
Geneos Wealth Management's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $718K in Q3 2021.
119 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q3 2026.

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