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Geneos Wealth Management’s Invesco Solar ETF TAN Stock Holding History

Geneos Wealth Management’s Portfolio TAN Stock Details TAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$27K Hold
485
– – ﹤0.01% 1662
2025
Q4 		$23.8K Hold
485
– – ﹤0.01% 1669
2025
Q3 		$21.2K Hold
485
– – ﹤0.01% 1705
2025
Q2 		$16.6K Sell
485
-891
-65% -$28K ﹤0.01% 2120
2025
Q1 		$41.9K Buy
1,376
+688
+100% +$23K ﹤0.01% 2012
2024
Q4 		$22.8K Hold
688
– – ﹤0.01% 1669
2024
Q3 		$29.7K Hold
688
– – ﹤0.01% 1396
2024
Q2 		$27.7K Hold
688
– – ﹤0.01% 1254
2024
Q1 		$31.2K Hold
688
– – ﹤0.01% 1231
2023
Q4 		$36.7K Hold
688
– – ﹤0.01% 1162
2023
Q3 		$35.6K Hold
688
– – ﹤0.01% 1180
2023
Q2 		$49.1K Hold
688
– – ﹤0.01% 1083
2023
Q1 		$53.4K Hold
688
– – ﹤0.01% 1057
2022
Q4 		$50.2K Hold
688
– – ﹤0.01% 1058
2022
Q3 		$50K Sell
688
-71
-9% -$5.73K ﹤0.01% 1031
2022
Q2 		$54K Hold
759
– – ﹤0.01% 1252
2022
Q1 		$57K Sell
759
-100
-12% -$6.91K ﹤0.01% 1324
2021
Q4 		$66K Hold
859
– – ﹤0.01% 1352
2021
Q3 		$69K Buy
859
+28
+3% +$2.36K ﹤0.01% 1339
2021
Q2 		$73K Sell
831
-1,243
-60% -$101K ﹤0.01% 1308
2021
Q1 		$172K Buy
2,074
+4
+0.2% +$420 ﹤0.01% 1042
2020
Q4 		$73K Buy
2,070
+1,394
+206% +$112K ﹤0.01% 1273
2020
Q3 		$38K Hold
676
– – ﹤0.01% 1369
2020
Q2 		$23K Hold
676
– – ﹤0.01% 1565
2020
Q1 		$16K Buy
676
+203
+43% +$6.62K ﹤0.01% 1612
2019
Q4 		$14K Buy
+473
New +$13.7K ﹤0.01% 1851

Other funds holding TAN

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HI
Humankind Investments New York $175M AUM 14.3% 1-Year Est. Return

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

Geneos Wealth Management held its Invesco Solar ETF (TAN) position steady in Q1 2026 at 485 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #1662.

Geneos Wealth Management first reported a position in TAN in Q4 2019 and has held it in 26 quarters since. The position peaked at $172K in Q1 2021. 246 funds tracked by Wall St. Rank hold TAN as of Q1 2026.

  • Geneos Wealth Management held 485 shares of Invesco Solar ETF worth $27K as of Q1 2026.
  • Geneos Wealth Management left its Invesco Solar ETF share count unchanged in Q1 2026.
  • Invesco Solar ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1662 holding.
  • Geneos Wealth Management first reported a position in Invesco Solar ETF in Q4 2019 and has held it in 26 quarters since.
  • Geneos Wealth Management's Invesco Solar ETF position peaked at $172K in Q1 2021.
  • 246 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2026.

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