A detailed history of Geneos Wealth Management Inc. transactions in Invesco ETF Tr Ii Kbw Premium stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 254 shares of KBWY stock, worth $4,597. This represents 0.0% of its overall portfolio holdings.

Number of Shares
254
Previous 254 -0.0%
Holding current value
$4,597
Previous $4,000 25.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022

SELL
$18.53 - $24.17 $19,085 - $24,895
-1,030 Reduced 80.22%
254 $4,000
Q3 2019

Sep 07, 2021

SELL
$30.44 - $31.46 $28,309 - $29,257
-930 Reduced 42.01%
1,284 $40,000
Q2 2019

Sep 07, 2021

BUY
N/A
330 Added 17.52%
2,214 $66,000
Q3 2018

Sep 07, 2021

BUY
N/A
1,380 Added 273.81%
1,884 $63,000
Q2 2018

Sep 07, 2021

BUY
N/A
504 New
504 $18,000

Others Institutions Holding KBWY

About INVESCO ETF TR II KBW PREMIUM


  • Ticker KBWY
  • Sector ETFs
  • Industry ETFs
More about KBWY
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.