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Invesco Exchange Traded Fd Ts&p Sml600 Gwt etf/equity shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Invesco Exchange Traded Fd Ts&p Sml600 Gwt etf/equity (RZG) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Invesco Exchange Traded Fd Ts&p Sml600 Gwt etf/equity

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchange Traded Fd Ts&p Sml600 Gwt etf/equity 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 Ts&p Sml600 Gwt etf/equity by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $14k 285 47.42
2024-03-31 $14k 285 48.60
2023-12-31 $13k 285 45.54
2023-09-30 $12k 285 40.27
2023-06-30 $12k 95 126.95
2023-03-31 $11k 95 118.18
2022-12-31 $11k 95 116.51
2022-09-30 $10k 95 105.26
2022-06-30 $10k 95 105.26
2022-03-31 $13k 95 136.84
2021-12-31 $15k 95 157.89
2021-09-30 $15k 95 157.89
2021-06-30 $15k 95 157.89
2021-03-31 $15k 95 157.89
2020-12-31 $14k 95 147.37
2020-09-30 $23k 225 102.22
2020-06-30 $21k 225 93.33
2020-03-31 $17k 225 75.56
2019-12-31 $26k 225 115.56
2019-09-30 $23k 225 102.22
2019-06-30 $25k 225 111.11
2019-03-31 $25k 225 111.11
2018-12-31 $23k 225 102.22
2018-09-30 $35k 265 132.08
2018-06-30 $33k 265 124.53

More positions owned by Geneos Wealth Management

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

View all positions for Geneos Wealth Management

Top funds holding Invesco Exchange Traded Fd Ts&p Sml600 Gwt etf/equity

Twelve Points Wealth Management
CWM
LPL Financial
Axiom Advisory
Hanson McClain Advisors
Investors Research Corp
Commonwealth Equity Services
Bank of America Corporation
Savvy Advisors
Advisor Group Holdings
Cambridge Investment Research Advisors
Berger Financial Group
AQR Capital Management
Pacific Sun Financial Corp
Willner & Heller

View all funds holding Invesco Exchange Traded Fd Ts&p Sml600 Gwt etf/equity