Geneos Wealth Management’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $279K | Buy |
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|
2025
Q2 | $274K | Sell |
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|
2025
Q1 | $572K | Buy |
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|
2024
Q4 | $293K | Buy |
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|
2024
Q3 | $299K | Buy |
|
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|
2024
Q2 | $271K | Sell |
|
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|
2024
Q1 | $283K | Sell |
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|
2023
Q4 | $289K | Hold |
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|
2023
Q3 | $259K | Hold |
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|
2023
Q2 | $261K | Buy |
|
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|
2023
Q1 | $266K | Sell |
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|
2022
Q4 | $300K | Sell |
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|
2022
Q3 | $334K | Sell |
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|
2022
Q2 | $636K | Sell |
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|
2022
Q1 | $694K | Buy |
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|
2021
Q4 | $403K | Buy |
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|
2021
Q3 | $344K | Sell |
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|
2021
Q2 | $349K | Sell |
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|
2021
Q1 | $658K | Buy |
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|
2020
Q4 | $341K | Buy |
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|
2020
Q3 | $324K | Sell |
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|
2020
Q2 | $338K | Sell |
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|
2020
Q1 | $428K | Sell |
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|
2019
Q4 | $1.19M | Buy |
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|
2019
Q3 | $1.05M | Buy |
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|
2019
Q2 | $977K | Buy |
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|
2019
Q1 | $935K | Buy |
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|
2018
Q4 | $813K | Sell |
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|
2018
Q3 | $969K | Buy |
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|
2018
Q2 | $917K | Buy |
|