Geneos Wealth Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.76M | Buy |
54,246
+2,731
| +5% | +$385K | 0.18% | 131 |
|
|
2026
Q1 | $5.78M | Buy |
51,515
+2,244
| +5% | +$265K | 0.13% | 182 |
|
|
2025
Q4 | $5.88M | Sell |
49,271
-3,796
| -7% | -$455K | 0.14% | 176 |
|
|
2025
Q3 | $6.42M | Buy |
53,067
+3,181
| +6% | +$371K | 0.16% | 157 |
|
|
2025
Q2 | $5.61M | Buy |
49,886
+10,306
| +26% | +$1.03M | 0.14% | 182 |
|
|
2025
Q1 | $3.66M | Buy |
39,580
+10,283
| +35% | +$1.01M | 0.12% | 200 |
|
|
2024
Q4 | $2.78M | Buy |
29,297
+1,624
| +6% | +$154K | 0.1% | 229 |
|
|
2024
Q3 | $2.51M | Buy |
27,673
+2,360
| +9% | +$207K | 0.1% | 246 |
|
|
2024
Q2 | $2.21M | Buy |
25,313
+8,240
| +48% | +$669K | 0.1% | 237 |
|
|
2024
Q1 | $1.37M | Buy |
17,073
+11,648
| +215% | +$858K | 0.06% | 306 |
|
|
2023
Q4 | $355K | Sell |
5,425
-625
| -10% | -$37.8K | 0.02% | 546 |
|
|
2023
Q3 | $347K | Sell |
6,050
-2,800
| -32% | -$161K | 0.02% | 544 |
|
|
2023
Q2 | $495K | Sell |
8,850
-2,450
| -22% | -$135K | 0.03% | 465 |
|
|
2023
Q1 | $616K | Sell |
11,300
-450
| -4% | -$24.7K | 0.04% | 403 |
|
|
2022
Q4 | $667K | Sell |
11,750
-150
| -1% | -$8.43K | 0.04% | 360 |
|
|
2022
Q3 | $598K | Sell |
11,900
-784
| -6% | -$42.5K | 0.04% | 356 |
|
|
2022
Q2 | $664K | Sell |
12,684
-873
| -6% | -$49.2K | 0.03% | 421 |
|
|
2022
Q1 | $828K | Sell |
13,557
-99
| -0.7% | -$5.98K | 0.04% | 414 |
|
|
2021
Q4 | $881K | Sell |
13,656
-59
| -0.4% | -$3.77K | 0.03% | 434 |
|
|
2021
Q3 | $837K | Hold |
13,715
| – | – | 0.03% | 436 |
|
|
2021
Q2 | $822K | Buy |
13,715
+1
| +0% | +$56 | 0.03% | 424 |
|
|
2021
Q1 | $766K | Sell |
13,714
-559
| -4% | -$29.7K | 0.02% | 510 |
|
|
2020
Q4 | $745K | Buy |
14,273
+1,155
| +9% | +$59.1K | 0.03% | 437 |
|
|
2020
Q3 | $639K | Buy |
13,118
+797
| +6% | +$38.1K | 0.03% | 379 |
|
|
2020
Q2 | $522K | Sell |
12,321
-487
| -4% | -$19.9K | 0.03% | 403 |
|
|
2020
Q1 | $455K | Buy |
12,808
+21
| +0.2% | +$862 | 0.03% | 393 |
|
|
2019
Q4 | $538K | Buy |
12,787
+101
| +0.8% | +$4.12K | 0.03% | 421 |
|
|
2019
Q3 | $511K | Buy |
12,686
+235
| +2% | +$9.58K | 0.03% | 402 |
|
|
2019
Q2 | $503K | Buy |
12,451
+1,051
| +9% | +$41.6K | 0.03% | 402 |
|
|
2019
Q1 | $447K | Buy |
11,400
+5,545
| +95% | +$207K | 0.03% | 424 |
|
|
2018
Q4 | $195K | Buy |
5,855
+830
| +17% | +$30.2K | 0.01% | 612 |
|
|
2018
Q3 | $203K | Buy |
5,025
+4,020
| +400% | +$158K | 0.01% | 640 |
|
|
2018
Q2 | $37K | Buy |
+1,005
| New | +$36.9K | ﹤0.01% | 1192 |
|
Other funds holding SPMO
VIA
Geneos Wealth Management's SPMO Position: Q2 2026 in Review
Geneos Wealth Management increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 5.3% in Q2 2026, buying an estimated $385K and bringing the position to 54,246 shares worth $8.76M. The position accounts for 0.18% of the portfolio, ranked #131.
Geneos Wealth Management first reported a position in SPMO in Q2 2018 and has held it in 33 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.
- Geneos Wealth Management held 54,246 shares of Invesco S&P 500 Momentum ETF worth $8.76M as of Q2 2026.
- Geneos Wealth Management bought 2,731 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $385K.
- Invesco S&P 500 Momentum ETF made up 0.18% of Geneos Wealth Management's portfolio in Q2 2026, its #131 holding.
- Geneos Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q2 2018 and has held it in 33 quarters since.
- 764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.