Geneos Wealth Management Inc. Invesco S&P Smallcap Momentum Transaction History

Geneos Wealth Management Inc.

  • $3.85 Billion
  • Q4 2025

A detailed history of Geneos Wealth Management Inc. transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 65,099 shares of XSMO stock, worth $4.62 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
65,099
Previous 62,227 4.62%
Holding current value
$4.62 Million
Previous $4.58 Million 0.85%
% of portfolio
0.12%
Previous 0.12%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 28, 2026
BUY
$70.77 - $74.04 $203,251 - $212,642
2,872 Added 4.62%
65,099 $4.62 Million
Q3 2025

Oct 22, 2025
SELL
$67.1 - $74.29 $485,132 - $537,116
-7,230 Reduced 10.41%
62,227 $4.58 Million
Q2 2025

Aug 18, 2025
BUY
$55.15 - $68.11 $242,990 - $300,092
4,406 Added 6.77%
69,457 $4.72 Million
Q1 2025

May 21, 2025
SELL
$59.97 - $70.03 $75,082 - $87,677
-1,252 Reduced 1.89%
65,051 $4.08 Million
Q1 2025

May 07, 2025
BUY
$59.97 - $70.03 $405,097 - $473,052
6,755 Added 11.34%
66,303 $4.16 Million
Q4 2024

Jan 21, 2025
BUY
$65.08 - $73.72 $24,339 - $27,571
374 Added 0.63%
59,548 $3.94 Million
Q3 2024

Nov 14, 2024
BUY
$59.5 - $67.14 $3.51 Million - $3.96 Million
59,004 Added 34708.24%
59,174 $3.92 Million
Q2 2024

Jul 23, 2024
SELL
$56.16 - $61.72 $12,916 - $14,195
-230 Reduced 57.5%
170 $10,000
Q1 2024

May 03, 2024
BUY
$54.33 - $60.32 $12,495 - $13,873
230 Added 135.29%
400 $24,000
Q4 2021

Feb 09, 2022
BUY
$52.46 - $61.1 $8,918 - $10,387
170 New
170 $9,000
Q3 2018

Sep 07, 2021
SELL
$36.77 - $40.72 $3,860 - $4,275
-105 Closed
0 $0
Q2 2018

Sep 07, 2021
BUY
$32.13 - $38.66 $3,373 - $4,059
105 New
105 $3,000

Others Institutions Holding XSMO

# of Institutions
269
Shares Held
19.5M
Call Options Held
3.1K
Put Options Held
0
View Full List

About INVESCO S&P SMALLCAP MOMENTUM

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