Geneos Wealth Management’s Invesco S&P 500 Equal Weight Real Estate ETF RSPR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$102K	Sell	3,081 -250	-8%	-$8.62K	﹤0.01%	1163
2025 Q4	$112K	Sell	3,331 -750	-18%	-$25.6K	﹤0.01%	1116
2025 Q3	$145K	Hold	4,081	–	–	﹤0.01%	1005
2025 Q2	$143K	Sell	4,081 -4,081	-50%	-$141K	﹤0.01%	1116
2025 Q1	$291K	Buy	8,162 +4,081	+100%	+$145K	﹤0.01%	1088
2024 Q4	$144K	Buy	4,081 +775	+23%	+$28.7K	0.01%	951
2024 Q3	$126K	Sell	3,306 -250	-7%	-$8.94K	﹤0.01%	896
2024 Q2	$116K	Sell	3,556 -500	-12%	-$16K	0.01%	831
2024 Q1	$133K	Sell	4,056 -150	-4%	-$4.83K	0.01%	790
2023 Q4	$140K	Sell	4,206 -200	-5%	-$5.96K	0.01%	757
2023 Q3	$126K	Hold	4,406	–	–	0.01%	804
2023 Q2	$138K	Sell	4,406 -371	-8%	-$11.3K	0.01%	780
2023 Q1	$146K	Sell	4,777 -11	-0.2%	-$350	0.01%	734
2022 Q4	$147K	Buy	4,788 +563	+13%	+$17.4K	0.01%	725
2022 Q3	$126K	Hold	4,225	–	–	0.01%	734
2022 Q2	$144K	Sell	4,225 -735	-15%	-$27.3K	0.01%	872
2022 Q1	$200K	Buy	4,960 +235	+5%	+$9.25K	0.01%	807
2021 Q4	$199K	Hold	4,725	–	–	0.01%	869
2021 Q3	$176K	Hold	4,725	–	–	0.01%	918
2021 Q2	$172K	Hold	4,725	–	–	0.01%	912
2021 Q1	$166K	Hold	4,725	–	–	﹤0.01%	1061
2020 Q4	$155K	Sell	4,725 -3,925	-45%	-$109K	0.01%	935
2020 Q3	$220K	Sell	8,650 -1,244	-13%	-$32.8K	0.01%	663
2020 Q2	$248K	Buy	9,894 +1,443	+17%	+$36.2K	0.01%	598
2020 Q1	$196K	Buy	8,451 +1,415	+20%	+$41.9K	0.01%	617
2019 Q4	$219K	Buy	7,036 +935	+15%	+$29.4K	0.01%	671
2019 Q3	$193K	Sell	6,101 -1,500	-20%	-$46.5K	0.01%	673
2019 Q2	$227K	Buy	7,601 +586	+8%	+$17.6K	0.01%	623
2019 Q1	$210K	Buy	7,015 +6,515	+1,303%	+$186K	0.01%	624
2018 Q4	$12K	Buy	+500	New	+$13.5K	﹤0.01%	1731

Other funds holding RSPR

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return

CMAI

Capital Management Associates Inc Minneapolis, Minnesota $442M AUM 17.91% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Geneos Wealth Management's RSPR Position: Q1 2026 in Review

Geneos Wealth Management reduced its Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) stake by 7.5% in Q1 2026, selling an estimated $8.62K and leaving 3,081 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #1163.

Geneos Wealth Management first reported a position in RSPR in Q4 2018 and has held it in 30 quarters since. The position peaked at $291K in Q1 2025. 54 funds tracked by Wall St. Rank hold RSPR as of Q1 2026.

Geneos Wealth Management held 3,081 shares of Invesco S&P 500 Equal Weight Real Estate ETF worth $102K as of Q1 2026.
Geneos Wealth Management sold 250 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q1 2026, an estimated $8.62K.
Invesco S&P 500 Equal Weight Real Estate ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1163 holding.
Geneos Wealth Management first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q4 2018 and has held it in 30 quarters since.
Geneos Wealth Management's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $291K in Q1 2025.
54 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.