Invesco exchange traded shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Invesco exchange traded (UPGD) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Invesco exchange traded
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Quarterly reported holdings in Invesco exchange traded by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $187k | 2.5k | 74.89 |
| 2025-06-30 | $177k | 2.5k | 70.96 |
| 2025-03-31 | $175k | 2.5k | 70.01 |
| 2024-12-31 | $173k | 2.5k | 69.12 |
| 2024-09-30 | $180k | 2.5k | 71.86 |
| 2024-06-30 | $164k | 2.5k | 65.48 |
| 2024-03-31 | $165k | 2.5k | 66.17 |
| 2023-12-31 | $173k | 2.8k | 61.79 |
| 2023-09-30 | $156k | 2.8k | 55.73 |
| 2023-06-30 | $163k | 2.8k | 58.19 |
| 2023-03-31 | $155k | 2.8k | 55.40 |
| 2022-12-31 | $163k | 3.0k | 54.19 |
| 2022-09-30 | $172k | 3.4k | 50.59 |
| 2022-06-30 | $297k | 5.7k | 51.77 |
| 2022-03-31 | $350k | 5.7k | 61.01 |
| 2021-12-31 | $178k | 2.8k | 62.74 |
| 2021-09-30 | $173k | 2.8k | 61.04 |
| 2021-06-30 | $174k | 2.8k | 61.40 |
| 2021-03-31 | $384k | 6.3k | 60.63 |
| 2020-12-31 | $164k | 6.3k | 25.89 |
| 2020-09-30 | $148k | 3.8k | 38.87 |
| 2020-06-30 | $143k | 3.8k | 37.55 |
| 2020-03-31 | $134k | 4.7k | 28.77 |
| 2019-12-31 | $223k | 4.7k | 47.88 |
| 2019-09-30 | $197k | 4.7k | 42.30 |
| 2019-06-30 | $239k | 5.3k | 44.95 |
| 2019-03-31 | $232k | 5.3k | 43.63 |
| 2018-12-31 | $192k | 5.3k | 36.16 |
| 2018-09-30 | $257k | 5.3k | 48.40 |
| 2018-06-30 | $248k | 5.3k | 46.70 |