Geneos Wealth Management Inc. Invesco Exchange Traded Fd Tr Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 126 shares of PBW stock, worth $4,290. This represents 0.0% of its overall portfolio holdings.

Number of Shares
126
Previous 126 -0.0%
Holding current value
$4,290
Previous $1,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024
SELL
$17.77 - $23.99 $266 - $359
-15 Reduced 10.64%
126 $2,000
Q2 2024

Jul 23, 2024
SELL
$19.21 - $23.08 $19,210 - $23,080
-1,000 Reduced 87.64%
141 $2,000
Q1 2024

May 03, 2024
SELL
$21.3 - $28.9 $14,185 - $19,247
-666 Reduced 36.86%
1,141 $26,000
Q4 2023

Jan 26, 2024
SELL
$24.57 - $30.79 $19,656 - $24,632
-800 Reduced 30.69%
1,807 $53,000
Q3 2023

Oct 11, 2023
SELL
$31.15 - $43.7 $9,345 - $13,110
-300 Reduced 10.32%
2,607 $81,000
Q3 2022

Nov 14, 2022
SELL
$45.37 - $64.82 $162,787 - $232,574
-3,588 Reduced 55.24%
2,907 $140,000
Q2 2022

Jul 22, 2022
SELL
$42.19 - $68.38 $68,347 - $110,775
-1,620 Reduced 19.96%
6,495 $296,000
Q1 2022

May 16, 2022
SELL
$50.93 - $72.96 $8,861 - $12,695
-174 Reduced 2.1%
8,115 $528,000
Q4 2021

Feb 09, 2022
SELL
$68.87 - $95.56 $97,175 - $134,835
-1,411 Reduced 14.55%
8,289 $592,000
Q2 2021

Jul 08, 2021
BUY
$71.8 - $99.25 $10,698 - $14,788
149 Added 1.56%
9,700 $877,000
Q4 2020

May 19, 2021
BUY
$62.45 - $108.63 $75,377 - $131,116
1,207 Added 14.47%
9,551 $895,000
Q3 2020

Sep 07, 2021
SELL
$40.95 - $60.78 $87,223 - $129,461
-2,130 Reduced 20.34%
8,344 $471,000
Q2 2020

Sep 07, 2021
SELL
$24.62 - $40.63 $36,930 - $60,945
-1,500 Reduced 12.53%
10,474 $393,000
Q1 2020

Sep 07, 2021
SELL
$22.87 - $44.75 $4,253 - $8,323
-186 Reduced 1.53%
11,974 $320,000
Q4 2019

Sep 07, 2021
SELL
$28.2 - $34.23 $16,920 - $20,537
-600 Reduced 4.7%
12,160 $407,000
Q3 2019

Sep 07, 2021
BUY
$28.68 - $31.46 $123,668 - $135,655
4,312 Added 51.04%
12,760 $372,000
Q2 2019

Sep 07, 2021
BUY
$26.85 - $29.71 $225,808 - $249,861
8,410 Added 22131.58%
8,448 $250,000
Q1 2019

Sep 07, 2021
SELL
$21.08 - $28.41 $421 - $568
-20 Reduced 34.48%
38 $1,000
Q3 2018

Sep 07, 2021
SELL
$24.78 - $26.04 $4,262 - $4,478
-172 Reduced 74.78%
58 $1,000
Q2 2018

Sep 07, 2021
BUY
$24.36 - $26.92 $5,602 - $6,191
230 New
230 $5,000

Others Institutions Holding PBW

# of Institutions
138
Shares Held
3.07M
Call Options Held
11.6K
Put Options Held
17.7K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PBW Quotes by TradingView
  • Ticker PBW
  • Sector ETFs
  • Industry ETFs
More about PBW
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