Geneos Wealth Management’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $187K | Hold |
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|
2025
Q2 | $177K | Sell |
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|
2025
Q1 | $350K | Buy |
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|
2024
Q4 | $173K | Hold |
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|
2024
Q3 | $180K | Hold |
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|
2024
Q2 | $164K | Hold |
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|
2024
Q1 | $165K | Sell |
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|
2023
Q4 | $173K | Hold |
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|
2023
Q3 | $156K | Hold |
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|
2023
Q2 | $163K | Hold |
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|
2023
Q1 | $155K | Sell |
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|
2022
Q4 | $163K | Sell |
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|
2022
Q3 | $172K | Sell |
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|
2022
Q2 | $297K | Hold |
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|
2022
Q1 | $350K | Buy |
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|
2021
Q4 | $178K | Buy |
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|
2021
Q3 | $173K | Hold |
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|
2021
Q2 | $174K | Sell |
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|
2021
Q1 | $384K | Hold |
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|
2020
Q4 | $164K | Buy |
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|
2020
Q3 | $148K | Hold |
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|
2020
Q2 | $143K | Sell |
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|
2020
Q1 | $134K | Buy |
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|
2019
Q4 | $223K | Hold |
|
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|
2019
Q3 | $197K | Sell |
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|
2019
Q2 | $239K | Hold |
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|
2019
Q1 | $232K | Buy |
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|
2018
Q4 | $192K | Hold |
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|
2018
Q3 | $257K | Hold |
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|
2018
Q2 | $248K | Buy |
|