Geneos Wealth Management Inc. Invesco ETF Tr Ii Purebeta Msc Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 08, 2023	SELL	$31.64 - $33.11 $9,966 - $10,429	-315 Reduced 21.36%	1,160 $37,000
Q1 2023 Apr 25, 2023	SELL	$31.48 - $36.47 $9,444 - $10,941	-300 Reduced 16.9%	1,475 $48,000
Q4 2022 Jan 30, 2023	BUY	$31.33 - $34.28 $4,386 - $4,799	140 Added 8.56%	1,775 $56,000
Q3 2022 Nov 14, 2022	SELL	$30.0 - $35.89 $7,500 - $8,972	-250 Reduced 13.26%	1,635 $48,000
Q1 2022 May 16, 2022	SELL	$34.54 - $39.73 $16,579 - $19,070	-480 Reduced 20.3%	1,885 $69,000
Q2 2021 Jul 08, 2021	BUY	$37.15 - $40.21 $9,287 - $10,052	250 Added 11.82%	2,365 $93,000
Q1 2021 Jun 17, 2021	BUY	$33.04 - $39.58 $12,720 - $15,238	385 Added 22.25%	2,115 $82,000
Q4 2020 May 19, 2021	BUY	$26.46 - $33.96 $45,775 - $58,750	1,730 New	1,730 $65,000

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