Geneos Wealth Management’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $364K | Sell |
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|
2025
Q2 | $382K | Sell |
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|
2025
Q1 | $890K | Buy |
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|
2024
Q4 | $530K | Hold |
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|
2024
Q3 | $535K | Buy |
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|
2024
Q2 | $407K | Sell |
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|
2024
Q1 | $477K | Buy |
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|
2023
Q4 | $443K | Buy |
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|
2023
Q3 | $376K | Buy |
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|
2023
Q2 | $359K | Sell |
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|
2023
Q1 | $365K | Sell |
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|
2022
Q4 | $377K | Buy |
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|
2022
Q3 | $292K | Buy |
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|
2022
Q2 | $116K | Buy |
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|
2022
Q1 | $59K | Sell |
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|
2021
Q4 | $419K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $4K | Hold |
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|
2019
Q2 | $4K | Hold |
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|
2019
Q1 | $4K | Buy |
|