Geneva Capital Management
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Geneva Capital Management’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

Geneva Capital Management’s Portfolio PSCI Stock Details PSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$747K Buy
+4,680
New +$818K 0.02% 122

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LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return
Parr McKnight Wealth Management Group
Parr McKnight Wealth Management Group Minneapolis, Minnesota $845M AUM 15.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
IWA
Independent Wealth Advisors Cary, North Carolina $121M AUM 11.79% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $397M AUM 20.37% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Cambiar Investors
Cambiar Investors Denver, Colorado $2.48B AUM 19.65% 1-Year Est. Return

Geneva Capital Management's PSCI Position: Q3 2026 in Review

Geneva Capital Management opened a new position in Invesco S&P SmallCap Industrials ETF (PSCI) in Q3 2026: 4,680 shares worth $747K. The stake represents 0.02% of the portfolio and ranks #122 among its holdings.

33 funds tracked by Wall St. Rank hold PSCI as of Q3 2026.

  • Geneva Capital Management held 4,680 shares of Invesco S&P SmallCap Industrials ETF worth $747K as of Q3 2026.
  • Invesco S&P SmallCap Industrials ETF was a new Geneva Capital Management position in Q3 2026.
  • Invesco S&P SmallCap Industrials ETF made up 0.02% of Geneva Capital Management's portfolio in Q3 2026, its #122 holding.
  • 33 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q3 2026.

Based on Geneva Capital Management's 13F filing for Q3 2026, filed 9 Nov 2026.