Geneos Wealth Management Inc. Invesco Exchange Traded Self I Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in Invesco Exchange Traded Self I stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,656 shares of OMFL stock, worth $89,241. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,656

Previous 2,302 28.06%

Holding current value

$89,241

Previous $120,000 27.5%

% of portfolio

0.0%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$47.65 - $52.99 $30,781 - $34,231	-646 Reduced 28.06%	1,656 $87,000
Q1 2024 May 03, 2024	BUY	$48.96 - $55.23 $12,044 - $13,586	246 Added 11.96%	2,302 $127,000
Q4 2023 Jan 26, 2024	BUY	$43.21 - $51.71 $475 - $568	11 Added 0.54%	2,056 $105,000
Q3 2022 Nov 14, 2022	BUY	$39.06 - $45.11 $79,877 - $92,249	2,045 New	2,045 $79,000
Q2 2022 Jul 22, 2022	SELL	$40.04 - $49.13 $138,418 - $169,842	-3,457 Closed	0 $0
Q3 2021 Nov 09, 2021	SELL	$44.26 - $48.7 $6,639 - $7,305	-150 Reduced 4.16%	3,457 $162,000
Q1 2021 Jun 17, 2021	BUY	$39.07 - $44.35 $5,860 - $6,652	150 Added 4.34%	3,607 $167,000
Q2 2020 Sep 07, 2021	BUY	$24.88 - $34.19 $86,010 - $118,194	3,457 New	3,457 $98,000

Others Institutions Holding OMFL

# of Institutions

281

Shares Held

87M

Call Options Held

40K

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED SELF-I

Ticker OMFL
Sector ETFs
Industry ETFs

More about OMFL

Track This Portfolio

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.

Account

Geneos Wealth Management Inc. Invesco Exchange Traded Self I Transaction History