Geneos Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$445K	Buy	7,262 +2,431	+50%	+$148K	0.01%	768
2026 Q1	$264K	Sell	4,831 -239	-5%	-$13.7K	0.01%	874
2025 Q4	$301K	Hold	5,070	–	–	0.01%	800
2025 Q3	$292K	Buy	5,070 +239	+5%	+$13.1K	0.01%	792
2025 Q2	$252K	Buy	4,831 +946	+24%	+$45K	0.01%	914
2025 Q1	$179K	Sell	3,885 -517	-12%	-$25.5K	0.01%	951
2024 Q4	$220K	Hold	4,402	–	–	0.01%	806
2024 Q3	$209K	Hold	4,402	–	–	0.01%	762
2024 Q2	$201K	Sell	4,402 -650	-13%	-$27.9K	0.01%	705
2024 Q1	$213K	Buy	5,052 +1,344	+36%	+$54.1K	0.01%	688
2023 Q4	$140K	Hold	3,708	–	–	0.01%	758
2023 Q3	$126K	Sell	3,708 -2	-0.1%	-$70	0.01%	806
2023 Q2	$130K	Sell	3,710 -100	-3%	-$3.26K	0.01%	801
2023 Q1	$118K	Sell	3,810 -30,230	-89%	-$887K	0.01%	793
2022 Q4	$939K	Sell	34,040 -51,010	-60%	-$1.44M	0.06%	287
2022 Q3	$2.29M	Buy	85,050 +72,920	+601%	+$2.2M	0.16%	140
2022 Q2	$350K	Buy	12,130 +2,570	+27%	+$80.1K	0.02%	591
2022 Q1	$335K	Sell	9,560 -52,500	-85%	-$1.81M	0.01%	640
2021 Q4	$2.29M	Buy	62,060 +57,200	+1,177%	+$2.04M	0.09%	232
2021 Q3	$162K	Hold	4,860	–	–	0.01%	951
2021 Q2	$160K	Sell	4,860 -4,940	-50%	-$155K	0.01%	949
2021 Q1	$307K	Sell	9,800 -3,000	-23%	-$87.4K	0.01%	787
2020 Q4	$282K	Buy	12,800 +10,700	+510%	+$291K	0.01%	712
2020 Q3	$53K	Sell	2,100 -550	-21%	-$14.2K	﹤0.01%	1231
2020 Q2	$61K	Buy	2,650 +1,000	+61%	+$22.4K	﹤0.01%	1139
2020 Q1	$31K	Hold	1,650	–	–	﹤0.01%	1329
2019 Q4	$38K	Hold	1,650	–	–	﹤0.01%	1403
2019 Q3	$34K	Sell	1,650 -260	-14%	-$5.51K	﹤0.01%	1369
2019 Q2	$40K	Hold	1,910	–	–	﹤0.01%	1308
2019 Q1	$38K	Sell	1,910 -1,000	-34%	-$19.4K	﹤0.01%	1279
2018 Q4	$51K	Buy	2,910 +1,260	+76%	+$24.5K	﹤0.01%	1092
2018 Q3	$34K	Hold	1,650	–	–	﹤0.01%	1350
2018 Q2	$31K	Buy	+1,650	New	+$31.6K	﹤0.01%	1273

Other funds holding XLG

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Geneos Wealth Management increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 50% in Q2 2026, buying an estimated $148K and bringing the position to 7,262 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #768.

Geneos Wealth Management first reported a position in XLG in Q2 2018 and has held it in 33 quarters since. The position peaked at $2.29M in Q4 2021. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Geneos Wealth Management held 7,262 shares of Invesco S&P 500 Top 50 ETF worth $445K as of Q2 2026.
Geneos Wealth Management bought 2,431 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $148K.
Invesco S&P 500 Top 50 ETF made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #768 holding.
Geneos Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2018 and has held it in 33 quarters since.
Geneos Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $2.29M in Q4 2021.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

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