Geneos Wealth Management Inc. Invesco Ex Traded Self Indx Fd Transaction History

Geneos Wealth Management Inc.

$2.88 Billion
Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in Invesco Ex Traded Self Indx Fd stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 80,063 shares of IUS stock, worth $3.97 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

80,063

Previous 90,615 11.64%

Holding current value

$3.97 Million

Previous $4.47 Million 11.65%

% of portfolio

0.14%

Previous 0.12%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 21, 2025	SELL	$48.25 - $52.09 $509,134 - $549,653	-10,552 Reduced 11.64%	80,063 $3.95 Million
Q1 2025 May 07, 2025	BUY	$48.25 - $52.09 $513,476 - $554,341	10,642 Added 13.31%	90,615 $4.47 Million
Q4 2024 Jan 21, 2025	BUY	$49.39 - $52.31 $42,030 - $44,515	851 Added 1.08%	79,973 $3.97 Million
Q3 2024 Nov 14, 2024	BUY	$46.07 - $50.3 $10,826 - $11,820	235 Added 0.3%	79,122 $3.98 Million
Q2 2024 Jul 23, 2024	BUY	$45.1 - $47.67 $300,952 - $318,101	6,673 Added 9.24%	78,887 $3.74 Million
Q1 2024 May 03, 2024	SELL	$42.73 - $47.46 $194,891 - $216,465	-4,561 Reduced 5.94%	72,214 $3.43 Million
Q4 2023 Jan 26, 2024	BUY	$38.09 - $43.63 $2,361 - $2,705	62 Added 0.08%	76,775 $3.32 Million
Q3 2023 Oct 11, 2023	BUY	$39.65 - $42.08 $1.59 Million - $1.69 Million	40,102 Added 109.54%	76,713 $3.06 Million
Q2 2023 Aug 08, 2023	SELL	$37.69 - $40.53 $23,292 - $25,047	-618 Reduced 1.66%	36,611 $1.48 Million
Q1 2023 Apr 25, 2023	BUY	$36.39 - $39.35 $5,931 - $6,414	163 Added 0.44%	37,229 $1.43 Million
Q4 2022 Jan 30, 2023	SELL	$33.61 - $38.67 $1,243 - $1,430	-37 Reduced 0.1%	37,066 $1.35 Million
Q3 2022 Nov 14, 2022	BUY	$33.2 - $39.73 $194,518 - $232,778	5,859 Added 18.75%	37,103 $1.23 Million
Q2 2022 Jul 22, 2022	BUY	$34.62 - $41.02 $1.05 Million - $1.25 Million	30,444 Added 3805.5%	31,244 $1.11 Million
Q1 2022 May 16, 2022	BUY	$37.83 - $41.25 $30,264 - $33,000	800 New	800 $32,000

Others Institutions Holding IUS

# of Institutions

Shares Held

7.93M

Call Options Held

Put Options Held

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Geneos Wealth Management Inc. Invesco Ex Traded Self Indx Fd Transaction History