Geneos Wealth Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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	Sell	49,886 -29,806	-37%	-$2.98M	0.14%	182
2025 Q1	$7.37M	Buy	79,692 +50,395	+172%	+$4.93M	0.11%	237
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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Geneos Wealth Management increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 4.6% in Q1 2026, buying an estimated $265K and bringing the position to 51,515 shares worth $5.78M. The position accounts for 0.13% of the portfolio, ranked #182.

Geneos Wealth Management first reported a position in SPMO in Q2 2018 and has held it in 32 quarters since. The position peaked at $7.37M in Q1 2025. 648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

Geneos Wealth Management held 51,515 shares of Invesco S&P 500 Momentum ETF worth $5.78M as of Q1 2026.
Geneos Wealth Management bought 2,244 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $265K.
Invesco S&P 500 Momentum ETF made up 0.13% of Geneos Wealth Management's portfolio in Q1 2026, its #182 holding.
Geneos Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q2 2018 and has held it in 32 quarters since.
Geneos Wealth Management's Invesco S&P 500 Momentum ETF position peaked at $7.37M in Q1 2025.
648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

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