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

Geneos Wealth Management Inc.

$2.88 Billion
Q1 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 230 shares of PHO stock, worth $15,715. This represents 0.0% of its overall portfolio holdings.

Number of Shares

230

Previous 590 61.02%

Holding current value

$15,715

Previous $38,000 63.16%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 21, 2025	SELL	$63.77 - $68.75 $22,957 - $24,750	-360 Reduced 61.02%	230 $14,000
Q1 2025 May 07, 2025	BUY	$63.77 - $68.75 $22,957 - $24,750	360 Added 156.52%	590 $38,000
Q3 2024 Nov 14, 2024	SELL	$63.82 - $70.54 $25,528 - $28,216	-400 Reduced 63.49%	230 $16,000
Q2 2023 Aug 08, 2023	BUY	$51.27 - $56.39 $12,817 - $14,097	250 Added 65.79%	630 $35,000
Q3 2022 Nov 14, 2022	SELL	$45.75 - $54.57 $68,167 - $81,309	-1,490 Reduced 79.68%	380 $17,000
Q4 2021 Feb 09, 2022	SELL	$54.71 - $60.84 $24,619 - $27,378	-450 Reduced 19.4%	1,870 $113,000
Q3 2021 Nov 09, 2021	BUY	$53.8 - $59.62 $16,516 - $18,303	307 Added 15.25%	2,320 $127,000
Q2 2021 Jul 08, 2021	BUY	$49.88 - $53.52 $7,432 - $7,974	149 Added 7.99%	2,013 $108,000
Q4 2020 May 19, 2021	BUY	$39.82 - $46.45 $8,561 - $9,986	215 Added 13.04%	1,864 $81,000
Q2 2020 Sep 07, 2021	SELL	$29.33 - $38.93 $11,732 - $15,572	-400 Reduced 19.52%	1,649 $57,000
Q1 2020 Sep 07, 2021	BUY	$26.72 - $41.11 $2,832 - $4,357	106 Added 5.46%	2,049 $63,000
Q2 2019 Sep 07, 2021	BUY	N/A	550 Added 39.48%	1,943 $69,000
Q3 2018 Sep 07, 2021	BUY	N/A	400 Added 40.28%	1,393 $44,000
Q2 2018 Sep 07, 2021	BUY	N/A	993 New	993 $29,000

Others Institutions Holding PHO

# of Institutions

418

Shares Held

13.7M

Call Options Held

32.7K

Put Options Held

47.1K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

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