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

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

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 59,174 shares of XSMO stock, worth $3.84 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

59,174

Previous 170 34708.24%

Holding current value

$3.84 Million

Previous $10,000 39060.0%

% of portfolio

0.15%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

176

Shares Held

11.1M

Call Options Held

Put Options Held

View Full List

About INVESCO S&P SMALLCAP MOMENTUM

Ticker XSMO
Sector ETFs
Industry ETFs

More about XSMO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Account

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