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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.36M	Buy	52,147 +20,740	+66%	+$1.19M	0.07%	287
2026 Q1	$1.42M	Sell	31,407 -120	-0.4%	-$5.6K	0.03%	422
2025 Q4	$1.43M	Buy	31,527 +1,274	+4%	+$57.8K	0.04%	413
2025 Q3	$1.35M	Hold	30,253	–	–	0.03%	421
2025 Q2	$1.23M	Buy	30,253 +3,114	+11%	+$113K	0.03%	478
2025 Q1	$928K	Hold	27,139	–	–	0.03%	471
2024 Q4	$1.02M	Sell	27,139 -1,546	-5%	-$59K	0.04%	425
2024 Q3	$1.08M	Sell	28,685 -10	-0%	-$364	0.04%	392
2024 Q2	$1.05M	Buy	28,695 +1,570	+6%	+$54.6K	0.05%	351
2024 Q1	$955K	Sell	27,125 -1,660	-6%	-$56K	0.04%	362
2023 Q4	$940K	Buy	28,785 +2,765	+11%	+$81.2K	0.05%	336
2023 Q3	$732K	Sell	26,020 -9,690	-27%	-$283K	0.04%	375
2023 Q2	$1.05M	Sell	35,710 -34,280	-49%	-$937K	0.06%	307
2023 Q1	$1.93M	Buy	69,990 +31,220	+81%	+$823K	0.12%	201
2022 Q4	$942K	Buy	38,770 +1,230	+3%	+$30.1K	0.06%	285
2022 Q3	$849K	Sell	37,540 -1,620	-4%	-$41.4K	0.06%	281
2022 Q2	$921K	Sell	39,160 -340	-0.9%	-$8.79K	0.05%	338
2022 Q1	$1.14M	Buy	39,500 +32,240	+444%	+$935K	0.05%	322
2021 Q4	$235K	Buy	7,260 +100	+1%	+$3.1K	0.01%	796
2021 Q3	$208K	Buy	7,160 +2,540	+55%	+$75.4K	0.01%	839
2021 Q2	$135K	Sell	4,620 -29,710	-87%	-$830K	0.01%	1033
2021 Q1	$952K	Hold	34,330	–	–	0.03%	435
2020 Q4	$123K	Buy	34,330 +29,880	+671%	+$693K	﹤0.01%	1045
2020 Q3	$91K	Hold	4,450	–	–	﹤0.01%	981
2020 Q2	$86K	Buy	4,450 +240	+6%	+$4.45K	﹤0.01%	984
2020 Q1	$66K	Buy	4,210 +1,570	+59%	+$29.7K	﹤0.01%	1004
2019 Q4	$52K	Hold	2,640	–	–	﹤0.01%	1230
2019 Q3	$46K	Hold	2,640	–	–	﹤0.01%	1223
2019 Q2	$46K	Hold	2,640	–	–	﹤0.01%	1232
2019 Q1	$44K	Buy	2,640 +140	+6%	+$2.23K	﹤0.01%	1209
2018 Q4	$34K	Hold	2,500	–	–	﹤0.01%	1277
2018 Q3	$42K	Buy	2,500 +280	+13%	+$4.63K	﹤0.01%	1258
2018 Q2	$35K	Buy	+2,220	New	+$34.9K	﹤0.01%	1210

Other funds holding RSPT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DIP

Davis Investment Partners Charlotte, North Carolina $328M AUM 36.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geneos Wealth Management's RSPT Position: Q2 2026 in Review

Geneos Wealth Management increased its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 66% in Q2 2026, buying an estimated $1.19M and bringing the position to 52,147 shares worth $3.36M. The position accounts for 0.07% of the portfolio, ranked #287.

Geneos Wealth Management first reported a position in RSPT in Q2 2018 and has held it in 33 quarters since. 501 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Geneos Wealth Management held 52,147 shares of Invesco S&P 500 Equal Weight Technology ETF worth $3.36M as of Q2 2026.
Geneos Wealth Management bought 20,740 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2026, an estimated $1.19M.
Invesco S&P 500 Equal Weight Technology ETF made up 0.07% of Geneos Wealth Management's portfolio in Q2 2026, its #287 holding.
Geneos Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2018 and has held it in 33 quarters since.
501 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.