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

Geneos Wealth Management Inc.

$2.77 Billion
Q4 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 4,554 shares of PID stock, worth $81,288. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,554

Previous 4,554 -0.0%

Holding current value

$81,288

Previous $81,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	SELL	$17.58 - $18.72 $3,076 - $3,276	-175 Reduced 3.7%	4,554 $84,000
Q2 2023 Aug 08, 2023	BUY	$17.43 - $18.47 $958 - $1,015	55 Added 1.18%	4,729 $85,000
Q1 2023 Apr 25, 2023	BUY	$16.69 - $18.06 $20,044 - $21,690	1,201 Added 34.58%	4,674 $83,000
Q4 2022 Jan 30, 2023	BUY	$16.35 - $17.47 $39,207 - $41,893	2,398 Added 223.07%	3,473 $58,000
Q1 2022 May 16, 2022	SELL	$18.28 - $19.75 $1,371 - $1,481	-75 Reduced 6.52%	1,075 $21,000
Q4 2021 Feb 09, 2022	SELL	$17.38 - $18.6 $938 - $1,004	-54 Reduced 4.49%	1,150 $21,000
Q3 2018 Sep 07, 2021	SELL	$15.49 - $16.18 $7,745 - $8,090	-500 Reduced 29.34%	1,204 $18,000
Q2 2018 Sep 07, 2021	BUY	$15.31 - $16.15 $26,088 - $27,519	1,704 New	1,704 $26,000

Others Institutions Holding PID

# of Institutions

172

Shares Held

20.5M

Call Options Held

Put Options Held

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