Geneos Wealth Management Inc. Invesco S&P 500 Equal Weight R Transaction History

Geneos Wealth Management Inc.

  • $2.17 Billion
  • Q1 2024

A detailed history of Geneos Wealth Management Inc. transactions in Invesco S&P 500 Equal Weight R stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 4,056 shares of EWRE stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,056
Previous 4,206 3.57%
Holding current value
$0
Previous $139,000 100.0%
% of portfolio
0.0%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
SELL
$0.0 - $33.57 $0 - $5,035
-150 Reduced 3.57%
4,056 $0
Q4 2023

Jan 26, 2024
SELL
$26.93 - $33.66 $5,386 - $6,731
-200 Reduced 4.54%
4,206 $139,000
Q2 2023

Aug 08, 2023
SELL
$0.0 - $31.36 $0 - $11,634
-371 Reduced 7.77%
4,406 $137,000
Q1 2023

Apr 25, 2023
SELL
$28.37 - $34.84 $312 - $383
-11 Reduced 0.23%
4,777 $146,000
Q4 2022

Jan 30, 2023
BUY
$30.05 - $32.9 $16,918 - $18,522
563 Added 13.33%
4,788 $147,000
Q2 2022

Jul 22, 2022
SELL
$31.95 - $41.96 $23,483 - $30,840
-735 Reduced 14.82%
4,225 $141,000
Q1 2022

May 16, 2022
BUY
$37.17 - $42.34 $8,734 - $9,949
235 Added 4.97%
4,960 $200,000
Q4 2020

May 19, 2021
SELL
$24.53 - $29.97 $96,280 - $117,632
-3,925 Reduced 45.38%
4,725 $155,000
Q3 2020

Sep 07, 2021
SELL
$24.87 - $27.74 $30,938 - $34,508
-1,244 Reduced 12.57%
8,650 $220,000
Q2 2020

Sep 07, 2021
BUY
$21.08 - $29.83 $30,418 - $43,044
1,443 Added 17.07%
9,894 $248,000
Q1 2020

Sep 07, 2021
BUY
$19.02 - $33.51 $26,913 - $47,416
1,415 Added 20.11%
8,451 $196,000
Q4 2019

Sep 07, 2021
BUY
$30.5 - $32.45 $28,517 - $30,340
935 Added 15.33%
7,036 $219,000
Q3 2019

Sep 07, 2021
SELL
$29.86 - $31.94 $44,790 - $47,910
-1,500 Reduced 19.73%
6,101 $193,000
Q2 2019

Sep 07, 2021
BUY
$29.02 - $31.31 $17,005 - $18,347
586 Added 8.35%
7,601 $227,000
Q1 2019

Sep 07, 2021
BUY
$25.27 - $30.04 $164,634 - $195,710
6,515 Added 1303.0%
7,015 $210,000
Q4 2018

Sep 07, 2021
BUY
$24.99 - $28.38 $12,495 - $14,190
500 New
500 $12,000

Others Institutions Holding EWRE

# of Institutions
51
Shares Held
2.04M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO S&P 500 EQUAL WEIGHT R

EWRE Quotes by TradingView
  • Ticker EWRE
  • Sector ETFs
  • Industry ETFs
More about EWRE
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