Geneos Wealth Management’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$182K	Hold	2,500	–	–	﹤0.01%	984
2025 Q4	$185K	Hold	2,500	–	–	﹤0.01%	950
2025 Q3	$187K	Hold	2,500	–	–	﹤0.01%	925
2025 Q2	$177K	Sell	2,500 -2,500	-50%	-$172K	﹤0.01%	1041
2025 Q1	$350K	Buy	5,000 +2,500	+100%	+$177K	0.01%	1032
2024 Q4	$173K	Hold	2,500	–	–	0.01%	892
2024 Q3	$180K	Hold	2,500	–	–	0.01%	801
2024 Q2	$164K	Hold	2,500	–	–	0.01%	749
2024 Q1	$165K	Sell	2,500 -300	-11%	-$18.9K	0.01%	742
2023 Q4	$173K	Hold	2,800	–	–	0.01%	706
2023 Q3	$156K	Hold	2,800	–	–	0.01%	745
2023 Q2	$163K	Hold	2,800	–	–	0.01%	727
2023 Q1	$155K	Sell	2,800 -200	-7%	-$11.5K	0.01%	724
2022 Q4	$163K	Sell	3,000 -400	-12%	-$21.7K	0.01%	694
2022 Q3	$172K	Sell	3,400 -2,337	-41%	-$130K	0.01%	642
2022 Q2	$297K	Hold	5,737	–	–	0.01%	624
2022 Q1	$350K	Buy	5,737 +2,900	+102%	+$174K	0.02%	629
2021 Q4	$178K	Buy	2,837 +3	+0.1%	+$188	0.01%	919
2021 Q3	$173K	Hold	2,834	–	–	0.01%	923
2021 Q2	$174K	Sell	2,834 -3,500	-55%	-$212K	0.01%	910
2021 Q1	$384K	Hold	6,334	–	–	0.01%	705
2020 Q4	$164K	Buy	6,334 +2,526	+66%	+$116K	0.01%	909
2020 Q3	$148K	Hold	3,808	–	–	0.01%	792
2020 Q2	$143K	Sell	3,808 -850	-18%	-$29.5K	0.01%	775
2020 Q1	$134K	Buy	4,658 +1	+0%	+$41	0.01%	746
2019 Q4	$223K	Hold	4,657	–	–	0.01%	665
2019 Q3	$197K	Sell	4,657 -660	-12%	-$28.3K	0.01%	667
2019 Q2	$239K	Hold	5,317	–	–	0.01%	607
2019 Q1	$232K	Buy	5,317 +7	+0.1%	+$294	0.02%	596
2018 Q4	$192K	Hold	5,310	–	–	0.01%	616
2018 Q3	$257K	Hold	5,310	–	–	0.02%	558
2018 Q2	$248K	Buy	+5,310	New	+$244K	0.02%	511

Other funds holding UPGD

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

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

AGP

Aspire Growth Partners Miromar Lakes, Florida $172M AUM 33.61% 1-Year Est. Return

OFG

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TWPM

Total Wealth Planning & Management Ponte Vedra Beach, Florida $148M AUM

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Geneos Wealth Management held its Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) position steady in Q1 2026 at 2,500 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

Geneos Wealth Management first reported a position in UPGD in Q2 2018 and has held it in 32 quarters since. The position peaked at $384K in Q1 2021. 31 funds tracked by Wall St. Rank hold UPGD as of Q1 2026.

Geneos Wealth Management held 2,500 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $182K as of Q1 2026.
Geneos Wealth Management left its Invesco Bloomberg Analyst Rating Improvers ETF share count unchanged in Q1 2026.
Invesco Bloomberg Analyst Rating Improvers ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #984 holding.
Geneos Wealth Management first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q2 2018 and has held it in 32 quarters since.
Geneos Wealth Management's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $384K in Q1 2021.
31 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q1 2026.

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