Geneos Wealth Management’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $1.68M | Buy |
24,027
+3,815
| +19% | +$295K | 0.03% | 443 |
|
|
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
Geneos Wealth Management's RSPU Position: Q3 2026 in Review
Geneos Wealth Management increased its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 19% in Q3 2026, buying an estimated $295K and bringing the position to 24,027 shares worth $1.68M. The position accounts for 0.03% of the portfolio, ranked #443.
Geneos Wealth Management first reported a position in RSPU in Q2 2018 and has held it in 34 quarters since. The position peaked at $2M in Q2 2022. 96 funds tracked by Wall St. Rank hold RSPU as of Q3 2026.
- Geneos Wealth Management held 24,027 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $1.68M as of Q3 2026.
- Geneos Wealth Management bought 3,815 Invesco S&P 500 Equal Weight Utilities ETF shares in Q3 2026, an estimated $295K.
- Invesco S&P 500 Equal Weight Utilities ETF made up 0.03% of Geneos Wealth Management's portfolio in Q3 2026, its #443 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 34 quarters since.
- Geneos Wealth Management's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $2M in Q2 2022.
- 96 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q3 2026.
Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.