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

Geneos Wealth Management Inc.

$2.77 Billion
Q4 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 1,645 shares of OMFL stock, worth $92,152. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,645

Previous 1,656 0.66%

Holding current value

$92,152

Previous $87,000 2.3%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$52.49 - $56.58 $577 - $622	-11 Reduced 0.66%	1,645 $89,000
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

287

Shares Held

82.8M

Call Options Held

143K

Put Options Held

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About INVESCO EXCHANGE-TRADED SELF-I

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