Geneos Wealth Management Inc. Invesco Ftse Rafi Us 1500 Smal Transaction History

Geneos Wealth Management Inc.

$2.77 Billion
Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,022 shares of PRFZ stock, worth $43,894. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,022

Previous 843 21.23%

Holding current value

$43,894

Previous $35,000 20.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$40.82 - $45.39 $7,306 - $8,124	179 Added 21.23%	1,022 $42,000
Q3 2024 Nov 14, 2024	BUY	$37.68 - $42.0 $3,052 - $3,402	81 Added 10.63%	843 $35,000
Q2 2024 Jul 23, 2024	BUY	$36.18 - $39.61 $6,186 - $6,773	171 Added 28.93%	762 $29,000
Q1 2024 May 03, 2024	SELL	$35.39 - $39.28 $21,198 - $23,528	-599 Reduced 50.34%	591 $23,000
Q4 2023 Jan 26, 2024	BUY	$30.38 - $38.15 $7,595 - $9,537	250 Added 26.6%	1,190 $44,000
Q3 2023 Oct 11, 2023	BUY	$32.42 - $178.83 $24,379 - $134,480	752 Added 400.0%	940 $31,000
Q2 2023 Aug 08, 2023	BUY	$154.7 - $172.29 $464 - $516	3 Added 1.62%	188 $32,000
Q4 2018 Sep 07, 2021	BUY	$107.24 - $140.77 $16,193 - $21,256	151 Added 444.12%	185 $20,000
Q2 2018 Sep 07, 2021	BUY	$125.73 - $143.08 $4,274 - $4,864	34 New	34 $4,000

Others Institutions Holding PRFZ

# of Institutions

288

Shares Held

41.4M

Call Options Held

Put Options Held

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About INVESCO FTSE RAFI US 1500 SMAL

Ticker PRFZ
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Geneos Wealth Management Inc. Invesco Ftse Rafi Us 1500 Smal Transaction History