GWM
XMMO icon

Geneos Wealth Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Geneos Wealth Management’s Portfolio XMMO Stock Details XMMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.84M Sell
22,552
-1,119
-5% -$183K 0.08% 263
2026
Q1 		$3.43M Buy
23,671
+6,952
+42% +$1.01M 0.08% 269
2025
Q4 		$2.31M Buy
16,719
+14,373
+613% +$1.97M 0.06% 328
2025
Q3 		$317K Buy
2,346
+400
+21% +$52.6K 0.01% 766
2025
Q2 		$250K Sell
1,946
-100
-5% -$11.9K 0.01% 915
2025
Q1 		$233K Sell
2,046
-11,946
-85% -$1.47M 0.01% 855
2024
Q4 		$1.73M Buy
13,992
+11,579
+480% +$1.47M 0.06% 314
2024
Q3 		$290K Hold
2,413
– – 0.01% 671
2024
Q2 		$275K Sell
2,413
-2,685
-53% -$303K 0.01% 624
2024
Q1 		$586K Buy
5,098
+3,181
+166% +$322K 0.03% 455
2023
Q4 		$172K Sell
1,917
-391
-17% -$32.1K 0.01% 709
2023
Q3 		$186K Sell
2,308
-2,679
-54% -$218K 0.01% 703
2023
Q2 		$397K Buy
4,987
+509
+11% +$38.4K 0.02% 506
2023
Q1 		$338K Sell
4,478
-97
-2% -$7.43K 0.02% 529
2022
Q4 		$344K Buy
4,575
+19
+0.4% +$1.46K 0.02% 490
2022
Q3 		$317K Sell
4,556
-389
-8% -$29.8K 0.02% 489
2022
Q2 		$357K Buy
4,945
+840
+20% +$67.1K 0.02% 588
2022
Q1 		$354K Buy
4,105
+1,187
+41% +$101K 0.02% 624
2021
Q4 		$265K Sell
2,918
-108
-4% -$9.78K 0.01% 765
2021
Q3 		$259K Buy
3,026
+392
+15% +$33.6K 0.01% 759
2021
Q2 		$225K Buy
2,634
+302
+13% +$25.4K 0.01% 801
2021
Q1 		$199K Buy
2,332
+560
+32% +$46.5K 0.01% 966
2020
Q4 		$146K Sell
1,772
-175
-9% -$12.7K 0.01% 968
2020
Q3 		$123K Buy
1,947
+35
+2% +$2.24K 0.01% 859
2020
Q2 		$110K Hold
1,912
– – 0.01% 879
2020
Q1 		$92K Buy
1,912
+743
+64% +$43.4K 0.01% 864
2019
Q4 		$71K Buy
1,169
+330
+39% +$19.6K ﹤0.01% 1090
2019
Q3 		$48K Buy
839
+163
+24% +$9.58K ﹤0.01% 1207
2019
Q2 		$39K Hold
676
– – ﹤0.01% 1323
2019
Q1 		$38K Buy
+676
New +$35.6K ﹤0.01% 1280

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Geneos Wealth Management reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 4.7% in Q2 2026, selling an estimated $183K and leaving 22,552 shares worth $3.84M. The position accounts for 0.08% of the portfolio, ranked #263.

Geneos Wealth Management first reported a position in XMMO in Q1 2019 and has held it in 30 quarters since. 483 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Geneos Wealth Management held 22,552 shares of Invesco S&P MidCap Momentum ETF worth $3.84M as of Q2 2026.
  • Geneos Wealth Management sold 1,119 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $183K.
  • Invesco S&P MidCap Momentum ETF made up 0.08% of Geneos Wealth Management's portfolio in Q2 2026, its #263 holding.
  • Geneos Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2019 and has held it in 30 quarters since.
  • 483 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

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