Geneos Wealth Management Inc. INVESCO EXCH TRD SLF IDX FD Transaction History

Geneos Wealth Management Inc.

$2.77 Billion
Q4 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 09, 2022	SELL	N/A	-20,146 Closed	0 $0
Q3 2021 Nov 09, 2021	SELL	N/A	-26,734 Reduced 57.03%	20,146 $424,000
Q2 2021 Jul 08, 2021	BUY	N/A	1,538 Added 3.39%	46,880 $988,000
Q1 2021 Jun 17, 2021	SELL	N/A	-3,079 Reduced 6.36%	45,342 $957,000
Q4 2020 May 19, 2021	BUY	N/A	11,525 Added 31.24%	48,421 $1.02 Million
Q3 2020 Sep 07, 2021	SELL	N/A	-2,014 Reduced 5.18%	36,896 $786,000
Q2 2020 Sep 07, 2021	BUY	N/A	5,565 Added 16.69%	38,910 $831,000
Q1 2020 Sep 07, 2021	BUY	N/A	19,311 Added 137.6%	33,345 $701,000
Q4 2019 Sep 07, 2021	BUY	N/A	7,204 Added 105.48%	14,034 $297,000
Q2 2019 Sep 07, 2021	BUY	N/A	2,500 Added 57.74%	6,830 $144,000
Q1 2019 Sep 07, 2021	SELL	N/A	-198 Reduced 4.37%	4,330 $91,000
Q4 2018 Sep 07, 2021	SELL	N/A	-475 Reduced 9.49%	4,528 $93,000
Q3 2018 Sep 07, 2021	BUY	N/A	4,363 Added 681.72%	5,003 $103,000
Q2 2018 Sep 07, 2021	BUY	N/A	640 New	640 $13,000

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