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Invesco Exchange Traded Fd T s&p500 pur gwt shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Invesco Exchange Traded Fd T s&p500 pur gwt (RPG) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Invesco Exchange Traded Fd T s&p500 pur gwt

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchange Traded Fd T s&p500 pur gwt held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchange Traded Fd T s&p500 pur gwt by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $152k 4.7k 32.26
2023-09-30 $142k 4.7k 30.15
2023-06-30 $147k 964 152.56
2023-03-31 $146k 964 151.14
2022-12-31 $204k 1.3k 151.61
2022-09-30 $219k 1.5k 144.27
2022-06-30 $547k 3.7k 148.20
2022-03-31 $678k 3.7k 183.74
2021-12-31 $3.0M 14k 210.79
2021-09-30 $465k 2.4k 193.43
2021-06-30 $446k 2.4k 185.52
2021-03-31 $637k 3.7k 172.63
2020-12-31 $388k 3.7k 105.15
2020-09-30 $349k 2.5k 138.55
2020-06-30 $4.3M 34k 125.70
2020-03-31 $270k 2.7k 99.30
2019-12-31 $346k 2.7k 127.25
2019-09-30 $320k 2.7k 117.69
2019-06-30 $387k 3.2k 119.30
2019-03-31 $375k 3.2k 115.60
2018-12-31 $275k 2.8k 98.46
2018-09-30 $5.3M 44k 120.26
2018-06-30 $265k 2.3k 114.47

More positions owned by Geneos Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Bd Index Fds Intermed Term (BIV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Geneos Wealth Management

Top funds holding Invesco Exchange Traded Fd T s&p500 pur gwt

Bank of America Corporation
Financial Security Advisor
HighTower Advisors
Marquette Asset Management
Commonwealth Equity Services
Creative Planning
New England Private Wealth Advisors
Cutler Investment Counsel
Arkadios Wealth Advisors
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Raymond James & Associates
Citadel Advisors
Janney Montgomery Scott

View all funds holding Invesco Exchange Traded Fd T s&p500 pur gwt