A detailed history of Geneos Wealth Management Inc. transactions in Invesco Municipal Opportunity Trust stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 295 shares of VMO stock, worth $2,858. This represents 0.0% of its overall portfolio holdings.

Number of Shares
295
Previous 295 -0.0%
Holding current value
$2,858
Previous $3,000 33.33%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 26, 2024

SELL
$7.88 - $9.61 $1,576 - $1,922
-200 Reduced 40.4%
295 $2,000
Q3 2023

Oct 11, 2023

BUY
$8.23 - $9.57 $1,646 - $1,914
200 Added 67.8%
495 $4,000
Q3 2022

Nov 14, 2022

SELL
$9.05 - $10.89 $4,941 - $5,945
-546 Reduced 64.92%
295 $2,000
Q1 2021

Jun 17, 2021

SELL
$12.76 - $13.42 $37,016 - $38,931
-2,901 Reduced 77.53%
841 $11,000
Q4 2020

May 19, 2021

BUY
$12.22 - $12.97 $35,450 - $37,625
2,901 Added 344.95%
3,742 $11,000
Q3 2020

Sep 07, 2021

SELL
$11.81 - $12.71 $7,192 - $7,740
-609 Reduced 42.0%
841 $10,000
Q1 2020

Sep 07, 2021

SELL
$9.63 - $13.01 $38,520 - $52,040
-4,000 Reduced 73.39%
1,450 $16,000
Q4 2018

Sep 07, 2021

SELL
$10.89 - $11.5 $21,856 - $23,080
-2,007 Reduced 26.91%
5,450 $60,000
Q3 2018

Sep 07, 2021

SELL
$11.38 - $11.93 $12,495 - $13,099
-1,098 Reduced 12.83%
7,457 $85,000
Q2 2018

Sep 07, 2021

SELL
$11.54 - $11.81 $33,477 - $34,260
-2,901 Reduced 25.32%
8,555 $100,000
Q2 2017

Sep 07, 2021

SELL
N/A
-3,391 Reduced 22.84%
11,456 $149,000
Q1 2017

Sep 07, 2021

BUY
N/A
8,000 Added 116.84%
14,847 $192,000
Q1 2016

Sep 07, 2021

BUY
N/A
6,847
6,847 $96,000

Others Institutions Holding VMO

About Invesco Municipal Opportunity Trust


  • Ticker VMO
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Invesco Municipal Opportunity Trust is a closed ended fixed income mutual fund launched by Invesco Ltd. The fund is co-managed by Invesco Advisers, Inc., INVESCO Asset Management (Japan) Limited, INVESCO Asset Management Deutschland GmbH, INVESCO Asset Management Limited, Invesco Canada Ltd., Invesco Hong Kong Limited, and INVESCO Senior Secured...
More about VMO
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