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Invesco Exchange W&p 500 Qualit equities shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Invesco Exchange W&p 500 Qualit equities (SPHQ) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Invesco Exchange W&p 500 Qualit equities

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchange W&p 500 Qualit equities 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 W&p 500 Qualit equities by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.6M 29k 54.08
2023-09-30 $1.3M 25k 50.04
2023-06-30 $1.5M 30k 50.45
2023-03-31 $1.9M 40k 47.32
2022-12-31 $1.6M 36k 44.00
2022-09-30 $1.3M 34k 39.72
2022-06-30 $1.2M 28k 42.28
2022-03-31 $1.0M 20k 49.88
2021-12-31 $1.0M 19k 53.20
2021-09-30 $904k 18k 49.10
2021-06-30 $865k 18k 49.13
2021-03-31 $747k 16k 45.70
2020-12-31 $713k 16k 44.27
2020-09-30 $448k 12k 37.81
2020-06-30 $363k 11k 34.48
2020-03-31 $204k 7.0k 29.31
2019-12-31 $196k 5.3k 36.67
2019-09-30 $286k 8.6k 33.21
2019-06-30 $299k 9.0k 33.09
2019-03-31 $299k 9.3k 32.11
2018-12-31 $204k 7.4k 27.45
2018-09-30 $250k 7.6k 32.74
2018-06-30 $278k 9.3k 30.01

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

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