Geneos Wealth Management Inc. Invesco ETF Tr Ii Global Clean Transaction History

Geneos Wealth Management Inc.

$3.85 Billion
Q4 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 08, 2023	BUY	$18.0 - $19.59 $1,404 - $1,528	78 New	78 $1,000

Others Institutions Holding PBD

# of Institutions

72

Shares Held

1.58M

Call Options Held

0

Put Options Held

0

Mercer Global Advisors Inc Denver, CO

215K
Shares

$3.52 Million
0.01% of portfolio
Ubs Group Ag

164K
Shares

$2.68 Million
0.0% of portfolio
Morgan Stanley New York, NY

124K
Shares

$2.04 Million
0.0% of portfolio
Harel Insurance Investments & Financial Services Ltd.

108K
Shares

$1.76 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

105K
Shares

$1.72 Million
0.0% of portfolio

About INVESCO ETF TR II GLOBAL CLEAN

Ticker PBD
Sector ETFs
Industry ETFs

Track This Portfolio

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.