Geneos Wealth Management Inc. Invesco Indx Tr Transaction History

Geneos Wealth Management Inc.

$2.77 Billion
Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Invesco Indx Tr stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 17,810 shares of BSJR stock, worth $402,149. This represents 0.01% of its overall portfolio holdings.

Number of Shares

17,810

Previous 11,915 49.48%

Holding current value

$402,149

Previous $270,000 47.78%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$22.37 - $22.7 $131,871 - $133,816	5,895 Added 49.48%	17,810 $399,000
Q3 2024 Nov 14, 2024	BUY	$22.08 - $22.75 $165,931 - $170,966	7,515 Added 170.8%	11,915 $270,000
Q2 2024 Jul 23, 2024	BUY	$21.86 - $22.26 $4,372 - $4,452	200 Added 4.76%	4,400 $97,000
Q1 2024 May 03, 2024	BUY	$22.13 - $22.46 $45,366 - $46,043	2,050 Added 95.35%	4,200 $93,000
Q4 2023 Jan 26, 2024	BUY	$21.0 - $22.49 $40,950 - $43,855	1,950 Added 975.0%	2,150 $48,000
Q3 2023 Oct 11, 2023	BUY	$21.3 - $21.91 $4,260 - $4,382	200 New	200 $4,000
Q3 2021 Nov 09, 2021	SELL	$25.34 - $25.8 $7,602 - $7,740	-300 Closed	0 $0
Q2 2021 Jul 08, 2021	BUY	$25.34 - $25.67 $7,602 - $7,701	300 New	300 $7,000

Others Institutions Holding BSJR

# of Institutions

102

Shares Held

7.89M

Call Options Held

Put Options Held

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About INVESCO INDX TR

Ticker BSJR
Sector ETFs
Industry ETFs

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Geneos Wealth Management Inc. Invesco Indx Tr Transaction History