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

Geneos Wealth Management Inc.

  • $2.6 Billion
  • Q3 2024

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 1,000 shares of PKW stock, worth $114,670. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,000
Previous 1,300 23.08%
Holding current value
$114,670
Previous $135,000 15.56%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 14, 2024
SELL
$102.34 - $114.52 $30,702 - $34,356
-300 Reduced 23.08%
1,000 $114,000
Q1 2024

May 03, 2024
SELL
$97.02 - $108.23 $14,553 - $16,234
-150 Reduced 10.34%
1,300 $140,000
Q4 2023

Jan 26, 2024
SELL
$84.45 - $99.49 $996,847 - $1.17 Million
-11,804 Reduced 89.06%
1,450 $143,000
Q3 2023

Oct 11, 2023
BUY
$88.14 - $94.01 $1.04 Million - $1.11 Million
11,783 Added 801.02%
13,254 $1.19 Million
Q2 2023

Aug 08, 2023
BUY
$82.13 - $89.45 $1,724 - $1,878
21 Added 1.45%
1,471 $131,000
Q1 2023

Apr 25, 2023
SELL
$81.11 - $92.49 $1,703 - $1,942
-21 Reduced 1.43%
1,450 $123,000
Q4 2022

Jan 30, 2023
SELL
$76.6 - $90.17 $7,659 - $9,017
-100 Reduced 6.37%
1,471 $125,000
Q3 2022

Nov 14, 2022
SELL
$74.2 - $88.16 $87,185 - $103,588
-1,175 Reduced 42.79%
1,571 $116,000
Q1 2022

May 16, 2022
BUY
$86.29 - $97.54 $79,818 - $90,224
925 Added 50.8%
2,746 $248,000
Q4 2021

Feb 09, 2022
SELL
$90.64 - $98.11 $9,970 - $10,792
-110 Reduced 5.7%
1,821 $175,000
Q2 2021

Jul 08, 2021
SELL
$85.09 - $92.2 $766,831 - $830,906
-9,012 Reduced 82.35%
1,931 $176,000
Q1 2021

Jun 17, 2021
BUY
$72.32 - $84.42 $31,459 - $36,722
435 Added 4.14%
10,943 $959,000
Q4 2020

May 19, 2021
BUY
$58.27 - $73.34 $483,990 - $609,162
8,306 Added 377.2%
10,508 $703,000
Q2 2020

Sep 07, 2021
SELL
$46.05 - $62.9 $2,348 - $3,207
-51 Reduced 2.26%
2,202 $122,000
Q1 2020

Sep 07, 2021
SELL
$41.45 - $70.64 $3,979 - $6,781
-96 Reduced 4.09%
2,253 $109,000
Q4 2019

Sep 07, 2021
BUY
$60.32 - $69.3 $5,790 - $6,652
96 Added 4.26%
2,349 $162,000
Q3 2019

Sep 07, 2021
SELL
$62.29 - $63.81 $43,603 - $44,667
-700 Reduced 23.7%
2,253 $140,000
Q2 2019

Sep 07, 2021
SELL
N/A
-500 Reduced 14.48%
2,953 $184,000
Q1 2019

Sep 07, 2021
SELL
N/A
-3,706 Reduced 51.77%
3,453 $205,000
Q4 2018

Sep 07, 2021
BUY
N/A
1,053 Added 17.25%
7,159 $377,000
Q3 2018

Sep 07, 2021
SELL
N/A
-662 Reduced 9.78%
6,106 $372,000
Q2 2018

Sep 07, 2021
BUY
N/A
6,768 New
6,768 $384,000

Others Institutions Holding PKW

# of Institutions
232
Shares Held
4.06M
Call Options Held
7.8K
Put Options Held
100
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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