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 1,800 shares of PFI stock, worth $102,402. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,800
Previous 600
200.0%
Holding current value
$102,402
Previous $32,000
218.75%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding PFI
# of Institutions
36Shares Held
1.32MCall Options Held
0Put Options Held
0-
Laurel Wealth Advisors LLC Charlotte, NC555KShares$31.5 Million0.14% of portfolio
-
Transamerica Financial Advisors, Inc. Clearwater, FL282KShares$16 Million1.84% of portfolio
-
Janney Montgomery Scott LLC102KShares$5.78 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC54.9KShares$3.12 Million0.0% of portfolio
-
Silver Oak Securities, Inc Jackson, TN45.8KShares$2.61 Million0.23% of portfolio