Geneos Wealth Management Inc. Invesco ETF Tr Invesco Msci Su Transaction History

Geneos Wealth Management Inc.

$3.92 Billion
Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Invesco ETF Tr Invesco Msci Su stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 427 shares of ERTH stock, worth $20,282. This represents 0.0% of its overall portfolio holdings.

Number of Shares

427

Previous 628 32.01%

Holding current value

$20,282

Previous $24,000 25.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	SELL	$34.29 - $43.33 $6,892 - $8,709	-201 Reduced 32.01%	427 $18,000
Q3 2024 Nov 14, 2024	SELL	$39.55 - $45.17 $7,909 - $9,034	-200 Reduced 24.15%	628 $28,000
Q3 2022 Nov 14, 2022	SELL	$48.65 - $60.53 $21,162 - $26,330	-435 Reduced 34.44%	828 $40,000
Q1 2022 May 16, 2022	SELL	$56.23 - $67.38 $5,623 - $6,738	-100 Reduced 7.34%	1,263 $77,000
Q4 2020 May 19, 2021	BUY	$58.36 - $75.13 $11,672 - $15,026	200 Added 17.2%	1,363 $100,000
Q3 2020 Sep 07, 2021	BUY	$48.89 - $59.98 $4,155 - $5,098	85 Added 7.88%	1,163 $65,000
Q1 2020 Sep 07, 2021	BUY	$33.49 - $52.91 $6,731 - $10,634	201 Added 22.92%	1,078 $40,000
Q4 2019 Sep 07, 2021	BUY	$42.83 - $50.13 $18,288 - $21,405	427 Added 94.89%	877 $43,000
Q2 2018 Sep 07, 2021	BUY	N/A	450 New	450 $18,000

Others Institutions Holding ERTH

# of Institutions

Shares Held

831K

Call Options Held

Put Options Held

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About INVESCO ETF TR INVESCO MSCI SU

Ticker ERTH
Sector ETFs
Industry ETFs

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Geneos Wealth Management Inc. Invesco ETF Tr Invesco Msci Su Transaction History