Geneos Wealth Management Inc. Invesco Exchange Traded Fd Tr Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 400 shares of CVY stock, worth $10,624. This represents 0.0% of its overall portfolio holdings.

Number of Shares
400
Previous 613 34.75%
Holding current value
$10,624
Previous $15,000 33.33%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
SELL
$25.77 - $27.35 $5,489 - $5,825
-213 Reduced 34.75%
400 $10,000
Q2 2025

Aug 18, 2025
BUY
$22.24 - $25.88 $4,448 - $5,176
200 Added 48.43%
613 $15,000
Q1 2025

May 21, 2025
SELL
$24.8 - $26.45 $4,960 - $5,290
-200 Reduced 32.63%
413 $10,000
Q1 2025

May 07, 2025
BUY
$24.8 - $26.45 $4,960 - $5,290
200 Added 48.43%
613 $15,000
Q2 2024

Jul 23, 2024
SELL
$24.48 - $25.93 $6,120 - $6,482
-250 Reduced 37.71%
413 $10,000
Q3 2022

Nov 14, 2022
SELL
$19.46 - $23.54 $11,481 - $13,888
-590 Reduced 47.09%
663 $13,000
Q1 2021

Jun 17, 2021
BUY
$19.84 - $23.66 $4,960 - $5,915
250 Added 24.93%
1,253 $30,000
Q2 2019

Sep 07, 2021
SELL
$20.9 - $22.3 $2,926 - $3,122
-140 Reduced 12.25%
1,003 $22,000
Q3 2018

Sep 07, 2021
SELL
$21.87 - $22.8 $9,710 - $10,123
-444 Reduced 27.98%
1,143 $25,000
Q2 2018

Sep 07, 2021
BUY
$21.19 - $22.65 $33,628 - $35,945
1,587 New
1,587 $34,000

Others Institutions Holding CVY

# of Institutions
49
Shares Held
787K
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

CVY Quotes by TradingView
  • Ticker CVY
  • Sector ETFs
  • Industry ETFs
More about CVY
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email