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

Geneos Wealth Management Inc.

  • $2.6 Billion
  • Q3 2024

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 1,425 shares of PFM stock, worth $66,376. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,425
Previous 1,425 -0.0%
Holding current value
$66,376
Previous $60,000 10.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2022
BUY
$32.34 - $38.01 $4,365 - $5,131
135 Added 10.47%
1,425 $46,000
Q4 2019

Sep 07, 2021
SELL
$28.8 - $30.86 $156,816 - $168,032
-5,445 Reduced 80.85%
1,290 $39,000
Q2 2018

Sep 07, 2021
BUY
$24.79 - $26.23 $166,960 - $176,659
6,735 New
6,735 $172,000

Others Institutions Holding PFM

# of Institutions
133
Shares Held
9.4M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PFM Quotes by TradingView
  • Ticker PFM
  • Sector ETFs
  • Industry ETFs
More about PFM
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