A detailed history of Geneos Wealth Management Inc. transactions in Invesco Ltd. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 43 shares of IVZ stock, worth $748. This represents 0.0% of its overall portfolio holdings.

Number of Shares
43
Previous 64 32.81%
Holding current value
$748
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$14.85 - $17.74 $311 - $372
-21 Reduced 32.81%
43 $0
Q4 2023

Jan 26, 2024

BUY
$12.52 - $18.07 $801 - $1,156
64 New
64 $1,000
Q2 2022

Jul 22, 2022

BUY
$15.93 - $23.31 $3,520 - $5,151
221 New
221 $3,000
Q1 2022

May 16, 2022

SELL
$18.64 - $24.89 $116,611 - $155,711
-6,256 Closed
0 $0
Q4 2021

Feb 09, 2022

BUY
$21.76 - $26.53 $1,000 - $1,220
46 Added 0.74%
6,256 $144,000
Q3 2021

Nov 09, 2021

SELL
$23.42 - $26.95 $2,388 - $2,748
-102 Reduced 1.62%
6,210 $152,000
Q2 2021

Jul 08, 2021

SELL
$25.69 - $29.33 $40,025 - $45,696
-1,558 Reduced 19.8%
6,312 $166,000
Q1 2021

Jun 17, 2021

SELL
$16.95 - $26.0 $4,593 - $7,046
-271 Reduced 3.33%
7,870 $212,000
Q4 2020

May 19, 2021

BUY
$11.25 - $18.07 $8,280 - $13,299
736 Added 9.94%
8,141 $160,000
Q3 2020

Sep 07, 2021

SELL
$9.77 - $11.49 $429 - $505
-44 Reduced 0.59%
7,405 $80,000
Q2 2020

Sep 07, 2021

BUY
$6.7 - $11.55 $2,572 - $4,435
384 Added 5.44%
7,449 $74,000
Q1 2020

Sep 07, 2021

BUY
$7.61 - $18.89 $5,775 - $14,337
759 Added 12.04%
7,065 $66,000
Q4 2019

Sep 07, 2021

SELL
$15.35 - $18.43 $19,402 - $23,295
-1,264 Reduced 16.7%
6,306 $112,000
Q3 2019

Sep 07, 2021

SELL
$15.2 - $20.97 $90,379 - $124,687
-5,946 Reduced 43.99%
7,570 $128,000
Q2 2019

Sep 07, 2021

SELL
$19.54 - $21.97 $21,181 - $23,815
-1,084 Reduced 7.42%
13,516 $276,000
Q1 2019

Sep 07, 2021

SELL
$16.43 - $20.24 $3,351 - $4,128
-204 Reduced 1.38%
14,600 $281,000
Q4 2018

Sep 07, 2021

SELL
$15.71 - $23.24 $25,340 - $37,486
-1,613 Reduced 9.83%
14,804 $245,000
Q3 2018

Sep 07, 2021

BUY
$22.88 - $27.36 $23,909 - $28,591
1,045 Added 6.8%
16,417 $375,000
Q2 2018

Sep 07, 2021

SELL
$26.51 - $31.78 $159 - $190
-6 Reduced 0.04%
15,372 $408,000
Q1 2018

Sep 07, 2021

BUY
$30.72 - $38.4 $8,325 - $10,406
271 Added 1.79%
15,378 $492,000
Q4 2017

Sep 07, 2021

SELL
$34.47 - $37.67 $18,958 - $20,718
-550 Reduced 3.51%
15,107 $552,000
Q3 2017

Sep 07, 2021

SELL
$31.69 - $35.2 $26,809 - $29,779
-846 Reduced 5.13%
15,657 $548,000
Q2 2017

Sep 07, 2021

BUY
N/A
52 Added 0.32%
16,503 $580,000
Q1 2017

Sep 07, 2021

SELL
N/A
-192 Reduced 1.15%
16,451 $503,000
Q4 2016

Sep 07, 2021

SELL
N/A
-350 Reduced 2.06%
16,643 $504,000
Q3 2016

Sep 07, 2021

BUY
N/A
164 Added 0.97%
16,993 $531,000
Q2 2016

Sep 07, 2021

SELL
N/A
-1,345 Reduced 7.4%
16,829 $426,000
Q1 2016

Sep 07, 2021

BUY
N/A
18,174
18,174 $570,000

Others Institutions Holding IVZ

About Invesco Ltd.


  • Ticker IVZ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 454,800,000
  • Market Cap $7.92B
  • Description
  • Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equit...
More about IVZ
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