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

Geneos Wealth Management’s Portfolio RSPU Stock Details RSPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.64M Buy
20,212
+595
+3% +$47.8K 0.03% 422
2026
Q1 		$1.59M Buy
19,617
+167
+0.9% +$13.2K 0.04% 397
2025
Q4 		$1.45M Buy
19,450
+1,217
+7% +$93.9K 0.04% 411
2025
Q3 		$1.4M Buy
18,233
+33
+0.2% +$2.44K 0.04% 412
2025
Q2 		$1.29M Buy
18,200
+204
+1% +$14.3K 0.03% 465
2025
Q1 		$1.25M Buy
17,996
+246
+1% +$16.7K 0.04% 403
2024
Q4 		$1.17M Buy
17,750
+1,179
+7% +$80.2K 0.04% 381
2024
Q3 		$1.14M Sell
16,571
-1,016
-6% -$64.2K 0.04% 376
2024
Q2 		$1.02M Sell
17,587
-648
-4% -$37.9K 0.05% 357
2024
Q1 		$1.03M Buy
18,235
+89
+0.5% +$4.78K 0.05% 342
2023
Q4 		$990K Sell
18,146
-1,973
-10% -$104K 0.05% 322
2023
Q3 		$1.01M Sell
20,119
-2,325
-10% -$127K 0.05% 318
2023
Q2 		$1.24M Sell
22,444
-1,304
-5% -$73.6K 0.07% 279
2023
Q1 		$1.35M Buy
23,748
+268
+1% +$15.2K 0.08% 256
2022
Q4 		$1.37M Sell
23,480
-13,170
-36% -$740K 0.08% 225
2022
Q3 		$1.95M Buy
36,650
+2,496
+7% +$149K 0.13% 164
2022
Q2 		$2M Buy
34,154
+13,014
+62% +$772K 0.1% 210
2022
Q1 		$1.28M Buy
21,140
+314
+2% +$17.6K 0.05% 293
2021
Q4 		$1.19M Sell
20,826
-674
-3% -$36.2K 0.05% 353
2021
Q3 		$1.1M Buy
21,500
+1,714
+9% +$92.5K 0.04% 356
2021
Q2 		$1.03M Buy
19,786
+1,974
+11% +$105K 0.04% 357
2021
Q1 		$961K Sell
17,812
-876
-5% -$43.4K 0.03% 430
2020
Q4 		$958K Buy
18,688
+512
+3% +$25.8K 0.04% 358
2020
Q3 		$847K Buy
18,176
+1,540
+9% +$73.1K 0.04% 321
2020
Q2 		$737K Buy
16,636
+832
+5% +$38.5K 0.04% 334
2020
Q1 		$707K Sell
15,804
-154
-1% -$8K 0.05% 313
2019
Q4 		$843K Buy
15,958
+2,628
+20% +$137K 0.05% 328
2019
Q3 		$710K Sell
13,330
-500
-4% -$25.5K 0.04% 342
2019
Q2 		$683K Buy
13,830
+2,902
+27% +$141K 0.04% 343
2019
Q1 		$529K Buy
10,928
+5,300
+94% +$245K 0.03% 384
2018
Q4 		$249K Buy
5,628
+770
+16% +$34.9K 0.02% 535
2018
Q3 		$213K Buy
4,858
+3,200
+193% +$140K 0.01% 618
2018
Q2 		$70K Buy
+1,658
New +$68.5K 0.01% 911

Other funds holding RSPU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
DWM
Denver Wealth Management Denver, Colorado $349M AUM 24.65% 1-Year Est. Return
SIM
Studio Investment Management Chicago, Illinois $592M AUM 19.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Geneos Wealth Management increased its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 3% in Q2 2026, buying an estimated $47.8K and bringing the position to 20,212 shares worth $1.64M. The position accounts for 0.03% of the portfolio, ranked #422.

Geneos Wealth Management first reported a position in RSPU in Q2 2018 and has held it in 33 quarters since. The position peaked at $2M in Q2 2022. 132 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

  • Geneos Wealth Management held 20,212 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $1.64M as of Q2 2026.
  • Geneos Wealth Management bought 595 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2026, an estimated $47.8K.
  • Invesco S&P 500 Equal Weight Utilities ETF made up 0.03% of Geneos Wealth Management's portfolio in Q2 2026, its #422 holding.
  • Geneos Wealth Management first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q2 2018 and has held it in 33 quarters since.
  • Geneos Wealth Management's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $2M in Q2 2022.
  • 132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2026.

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