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 Q2	$410K	Buy	5,000 +2,500	+100%	+$196K	0.01%	800
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	Hold	2,500	–	–	﹤0.01%	1041
2025 Q1	$175K	Hold	2,500	–	–	0.01%	961
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 $369B AUM 28.27% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $1.97B AUM 22.31% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

TWPM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Geneos Wealth Management's UPGD Position: Q2 2026 in Review

Geneos Wealth Management increased its Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) stake by 100% in Q2 2026, buying an estimated $196K and bringing the position to 5,000 shares worth $410K. The position accounts for 0.01% of the portfolio, ranked #800.

Geneos Wealth Management first reported a position in UPGD in Q2 2018 and has held it in 33 quarters since. 32 funds tracked by Wall St. Rank hold UPGD as of Q2 2026.

Geneos Wealth Management held 5,000 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $410K as of Q2 2026.
Geneos Wealth Management bought 2,500 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q2 2026, an estimated $196K.
Invesco Bloomberg Analyst Rating Improvers ETF made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #800 holding.
Geneos Wealth Management first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q2 2018 and has held it in 33 quarters since.
32 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.