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 599 shares of PIO stock, worth $27,158. This represents 0.0% of its overall portfolio holdings.

Number of Shares
599
Previous 844 29.03%
Holding current value
$27,158
Previous $33,000 21.21%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
SELL
$35.79 - $44.67 $8,768 - $10,944
-245 Reduced 29.03%
599 $26,000
Q4 2024

Jan 21, 2025
SELL
$39.06 - $42.96 $91,791 - $100,956
-2,350 Reduced 73.58%
844 $32,000
Q4 2023

Jan 26, 2024
SELL
$31.37 - $39.63 $24,343 - $30,752
-776 Reduced 19.55%
3,194 $126,000
Q2 2023

Aug 08, 2023
BUY
$34.03 - $36.12 $2,892 - $3,070
85 Added 2.19%
3,970 $142,000
Q3 2022

Nov 14, 2022
SELL
$28.37 - $34.93 $5,674 - $6,986
-200 Reduced 4.9%
3,885 $111,000
Q4 2020

May 19, 2021
BUY
$31.21 - $35.01 $4,681 - $5,251
150 Added 3.81%
4,085 $147,000
Q1 2020

Sep 07, 2021
SELL
$20.8 - $32.39 $3,224 - $5,020
-155 Reduced 3.79%
3,935 $96,000
Q4 2019

Sep 07, 2021
BUY
$26.87 - $30.95 $13,811 - $15,908
514 Added 14.37%
4,090 $126,000
Q1 2019

Sep 07, 2021
SELL
$22.76 - $27.21 $6,828 - $8,163
-300 Reduced 7.74%
3,576 $96,000
Q4 2018

Sep 07, 2021
SELL
$22.13 - $25.76 $5,532 - $6,440
-250 Reduced 6.06%
3,876 $88,000
Q3 2018

Sep 07, 2021
BUY
$24.9 - $26.2 $89,042 - $93,691
3,576 Added 650.18%
4,126 $105,000
Q2 2018

Sep 07, 2021
BUY
$24.8 - $26.37 $13,640 - $14,503
550 New
550 $13,000

Others Institutions Holding PIO

# of Institutions
125
Shares Held
2.53M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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