Geneos Wealth Management Inc. Invesco Exchange Traded Fd Tr Transaction History
Geneos Wealth Management Inc.
- $3.85 Billion
- Q4 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 1,800 shares of PFI stock, worth $99,648. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,800
Previous 1,800
-0.0%
Holding current value
$99,648
Previous $104,000
4.81%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding PFI
# of Institutions
37Shares Held
726KCall Options Held
0Put Options Held
0-
Transamerica Financial Advisors, Inc. Clearwater, FL270KShares$14.9 Million1.59% of portfolio
-
Janney Montgomery Scott LLC98.6KShares$5.46 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC52.8KShares$2.92 Million0.0% of portfolio
-
Morgan Stanley New York, NY35.7KShares$1.98 Million0.0% of portfolio
-
Imc Chicago, LLC32.3KShares$1.79 Million0.04% of portfolio