Geneos Wealth Management Inc. QETH β€” INVESCO GALAXY ETHEREUM ETF

Ownership history in Geneos Wealth Management Inc.  Β·  2 quarters on record

AI Ownership Summary

Geneos Wealth Management Inc. reported INVESCO GALAXY ETHEREUM ETF (QETH) in 2 quarterly 13F filings from 2024 Q4 through 2025 Q4. The latest visible filing shows QETH at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this QETH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Geneos Wealth Management Inc.'s position in INVESCO GALAXY ETHEREUM ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

QETH was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Geneos Wealth Management Inc. held QETH β€” position size vs. price
% of Fund (quarterly)    QETH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 60.7% -29.4% βœ… 381 -588 -60.7% 0.00% $11K 2026-02-14 (Est.) $20.36
2024 Q4 INITIATED β€” β€” β€” 969 β€” β€” 0.00% $32K 2025-01-21 $33.11

🏒 Other funds also holding QETH

As of 2026 Q1 β€” sorted by position size

Brookstone Capital Management 3Y 7Y 0.0%

FAQ About Geneos Wealth Management Inc. and QETH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Geneos Wealth Management Inc. reported owning QETH?

Geneos Wealth Management Inc. reported QETH across 2 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported QETH position in Geneos Wealth Management Inc.'s portfolio?

The largest reported portfolio weight for QETH was 0.00% in 2024 Q4.

What is the latest reported QETH position on this page?

The most recent filing on this page is 2025 Q4, when Geneos Wealth Management Inc. reported 381 shares, equal to 0.00% of portfolio, with an estimated market value of $11K.

What does the chart on this QETH ownership page compare?

The chart compares Geneos Wealth Management Inc.'s quarterly QETH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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