Geneos Wealth Management Inc. Invesco Bulletshares 2026 Muni Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Invesco Bulletshares 2026 Muni stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 3,575 shares of BSMQ stock, worth $84,548. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,575
Previous 375 853.33%
Holding current value
$84,548
Previous $8,000 950.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$23.48 - $23.7 $75,136 - $75,840
3,200 Added 853.33%
3,575 $84,000
Q3 2024

Nov 14, 2024
BUY
$23.47 - $23.74 $8,801 - $8,902
375 New
375 $8,000
Q4 2020

May 19, 2021
BUY
$25.37 - $25.92 $23,340 - $23,846
920 New
920 $23,000

Others Institutions Holding BSMQ

# of Institutions
148
Shares Held
8.65M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2026 MUNI

BSMQ Quotes by TradingView
  • Ticker BSMQ
  • Sector ETFs
  • Industry ETFs
More about BSMQ
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email