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 2,502 shares of PEY stock, worth $50,490. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,502
Previous 2,502 -0.0%
Holding current value
$50,490
Previous $51,000 1.96%
% of portfolio
0.0%
Previous 0.0%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
SELL
$19.47 - $21.39 $12,168 - $13,368
-625 Reduced 19.99%
2,502 $51,000
Q4 2023

Jan 26, 2024
BUY
$18.0 - $21.28 $11,250 - $13,300
625 Added 24.98%
3,127 $66,000
Q3 2023

Oct 11, 2023
SELL
$19.01 - $20.79 $37,050 - $40,519
-1,949 Reduced 43.79%
2,502 $48,000
Q4 2022

Jan 30, 2023
BUY
$18.76 - $21.54 $20,954 - $24,060
1,117 Added 33.5%
4,451 $92,000
Q3 2022

Nov 14, 2022
SELL
$18.59 - $22.0 $18,868 - $22,330
-1,015 Reduced 23.34%
3,334 $61,000
Q2 2022

Jul 22, 2022
BUY
$19.88 - $22.48 $59 - $67
3 Added 0.07%
4,349 $89,000
Q1 2022

May 16, 2022
BUY
$20.59 - $22.09 $40,212 - $43,141
1,953 Added 81.61%
4,346 $94,000
Q4 2021

Feb 09, 2022
BUY
$19.52 - $21.06 $58 - $63
3 Added 0.13%
2,393 $50,000
Q3 2021

Nov 09, 2021
BUY
$19.38 - $20.78 $58 - $62
3 Added 0.13%
2,390 $48,000
Q2 2021

Jul 08, 2021
SELL
$20.25 - $21.63 $275,825 - $294,622
-13,621 Reduced 85.09%
2,387 $49,000
Q1 2021

Jun 17, 2021
SELL
$17.22 - $20.45 $4,287 - $5,092
-249 Reduced 1.53%
16,008 $330,000
Q4 2020

May 19, 2021
BUY
$14.33 - $17.59 $198,914 - $244,166
13,881 Added 584.22%
16,257 $54,000
Q3 2020

Sep 07, 2021
BUY
$13.69 - $15.37 $41 - $46
3 Added 0.13%
2,376 $33,000
Q2 2020

Sep 07, 2021
BUY
$12.35 - $16.47 $49 - $65
4 Added 0.17%
2,373 $32,000
Q1 2020

Sep 07, 2021
SELL
$11.14 - $19.3 $11,106 - $19,242
-997 Reduced 29.62%
2,369 $30,000
Q4 2019

Sep 07, 2021
BUY
$17.61 - $19.01 $2,852 - $3,079
162 Added 5.06%
3,366 $63,000
Q3 2019

Sep 07, 2021
BUY
$17.28 - $18.58 $17 - $18
1 Added 0.03%
3,204 $58,000
Q2 2019

Sep 07, 2021
SELL
$17.05 - $18.26 $5,115 - $5,478
-300 Reduced 8.56%
3,203 $58,000
Q1 2019

Sep 07, 2021
BUY
$15.75 - $17.94 $598 - $681
38 Added 1.1%
3,503 $62,000
Q2 2018

Sep 07, 2021
BUY
$16.73 - $17.67 $57,969 - $61,226
3,465 New
3,465 $60,000

Others Institutions Holding PEY

# of Institutions
227
Shares Held
21.9M
Call Options Held
56.3K
Put Options Held
44.6K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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  • Ticker PEY
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More about PEY
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