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 4,625 shares of RDIV stock, worth $243,460. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,625

Previous 5,118 9.63%

Holding current value

$243,460

Previous $266,000 8.65%

% of portfolio

0.01%

Previous 0.01%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	SELL	$49.98 - $53.0 $24,640 - $26,129	-493 Reduced 9.63%	4,625 $243,000
Q3 2025 Oct 22, 2025	SELL	$47.78 - $52.76 $1,815 - $2,004	-38 Reduced 0.74%	5,118 $266,000
Q2 2025 Aug 18, 2025	SELL	$42.44 - $49.08 $13,283 - $15,362	-313 Reduced 5.72%	5,156 $246,000
Q1 2025 May 07, 2025	BUY	$47.27 - $50.52 $16,260 - $17,378	344 Added 6.71%	5,469 $266,000
Q4 2024 Jan 21, 2025	BUY	$48.12 - $52.79 $8,421 - $9,238	175 Added 3.54%	5,125 $247,000

Q3 2024 Nov 14, 2024	SELL	$44.56 - $50.18 $23,438 - $26,394	-526 Reduced 9.61%	4,950 $247,000
Q2 2024 Jul 23, 2024	SELL	$42.68 - $46.2 $12,590 - $13,629	-295 Reduced 5.11%	5,476 $245,000
Q1 2024 May 03, 2024	SELL	$41.68 - $45.83 $8,085 - $8,891	-194 Reduced 3.25%	5,771 $264,000
Q4 2023 Jan 26, 2024	SELL	$34.73 - $44.53 $7,883 - $10,108	-227 Reduced 3.67%	5,965 $260,000
Q3 2023 Oct 11, 2023	SELL	$36.73 - $41.9 $9,182 - $10,475	-250 Reduced 3.88%	6,192 $230,000
Q2 2023 Aug 08, 2023	SELL	$37.04 - $41.54 $851 - $955	-23 Reduced 0.36%	6,442 $252,000
Q1 2023 Apr 25, 2023	SELL	$38.59 - $47.8 $5,788 - $7,170	-150 Reduced 2.27%	6,465 $265,000
Q4 2022 Jan 30, 2023	BUY	$38.32 - $46.24 $91,661 - $110,606	2,392 Added 56.64%	6,615 $288,000
Q3 2022 Nov 14, 2022	SELL	$37.7 - $44.9 $22,959 - $27,344	-609 Reduced 12.6%	4,223 $159,000
Q2 2022 Jul 22, 2022	BUY	$39.44 - $45.48 $22,283 - $25,696	565 Added 13.24%	4,832 $199,000
Q1 2022 May 16, 2022	BUY	$40.7 - $44.22 $21,286 - $23,127	523 Added 13.97%	4,267 $187,000
Q4 2021 Feb 09, 2022	BUY	$38.95 - $42.15 $2,999 - $3,245	77 Added 2.1%	3,744 $157,000
Q3 2021 Nov 09, 2021	BUY	$38.28 - $41.49 $4,210 - $4,563	110 Added 3.09%	3,667 $144,000
Q2 2021 Jul 08, 2021	BUY	$39.77 - $43.55 $22,390 - $24,518	563 Added 18.8%	3,557 $146,000
Q1 2021 Jun 17, 2021	BUY	$33.39 - $41.24 $2,036 - $2,515	61 Added 2.08%	2,994 $123,000
Q4 2020 May 19, 2021	SELL	$26.37 - $35.37 $6,671 - $8,948	-253 Reduced 7.94%	2,933 $118,000
Q3 2020 Sep 07, 2021	BUY	$25.99 - $29.58 $7,381 - $8,400	284 Added 9.79%	3,186 $84,000
Q2 2020 Sep 07, 2021	SELL	$21.44 - $32.35 $36,726 - $55,415	-1,713 Reduced 37.12%	2,902 $76,000
Q1 2020 Sep 07, 2021	BUY	$19.6 - $39.71 $4,233 - $8,577	216 Added 4.91%	4,615 $106,000
Q4 2019 Sep 07, 2021	SELL	$35.86 - $39.93 $8,893 - $9,902	-248 Reduced 5.34%	4,399 $173,000
Q3 2019 Sep 07, 2021	BUY	$34.35 - $38.48 $5,289 - $5,925	154 Added 3.43%	4,647 $174,000
Q2 2019 Sep 07, 2021	BUY	$34.96 - $39.05 $157,075 - $175,451	4,493 New	4,493 $169,000

Others Institutions Holding RDIV

# of Institutions

141

Shares Held

6.68M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

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