Geneos Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $292K | Buy |
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|
2025
Q2 | $252K | Sell |
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|
2025
Q1 | $393K | Buy |
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|
2024
Q4 | $220K | Hold |
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|
2024
Q3 | $209K | Hold |
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|
2024
Q2 | $201K | Sell |
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|
2024
Q1 | $213K | Buy |
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|
2023
Q4 | $140K | Hold |
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|
2023
Q3 | $126K | Sell |
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|
2023
Q2 | $130K | Sell |
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|
2023
Q1 | $118K | Sell |
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|
2022
Q4 | $939K | Sell |
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|
2022
Q3 | $2.29M | Buy |
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|
2022
Q2 | $350K | Buy |
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|
2022
Q1 | $335K | Sell |
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|
2021
Q4 | $2.29M | Buy |
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|
2021
Q3 | $162K | Hold |
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|
2021
Q2 | $160K | Sell |
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|
2021
Q1 | $307K | Sell |
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|
2020
Q4 | $282K | Buy |
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|
2020
Q3 | $53K | Sell |
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|
2020
Q2 | $61K | Buy |
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|
2020
Q1 | $31K | Hold |
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|
2019
Q4 | $38K | Hold |
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|
2019
Q3 | $34K | Sell |
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|
2019
Q2 | $40K | Hold |
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|
2019
Q1 | $38K | Sell |
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|
2018
Q4 | $51K | Buy |
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|
2018
Q3 | $34K | Hold |
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|
2018
Q2 | $31K | Buy |
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