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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
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 Sell
4,831
-3,699
-43% -$176K 0.01% 914
2025
Q1 		$393K Buy
8,530
+4,128
+94% +$204K 0.01% 979
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Geneos Wealth Management reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 4.7% in Q1 2026, selling an estimated $13.7K and leaving 4,831 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #874.

Geneos Wealth Management first reported a position in XLG in Q2 2018 and has held it in 32 quarters since. The position peaked at $2.29M in Q4 2021. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • Geneos Wealth Management held 4,831 shares of Invesco S&P 500 Top 50 ETF worth $264K as of Q1 2026.
  • Geneos Wealth Management sold 239 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $13.7K.
  • Invesco S&P 500 Top 50 ETF made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #874 holding.
  • Geneos Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2018 and has held it in 32 quarters since.
  • Geneos Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $2.29M in Q4 2021.
  • 559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

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