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 3,165 shares of PPA stock, worth $487,346. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,165
Previous 2,608 21.36%
Holding current value
$487,346
Previous $303,000 47.85%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 18, 2025
BUY
$105.2 - $141.69 $58,596 - $78,921
557 Added 21.36%
3,165 $448,000
Q1 2025

May 21, 2025
SELL
$113.59 - $123.29 $68,154 - $73,974
-600 Reduced 18.7%
2,608 $303,000
Q1 2025

May 07, 2025
BUY
$113.59 - $123.29 $68,154 - $73,974
600 Added 23.01%
3,208 $373,000
Q4 2024

Jan 21, 2025
BUY
$113.79 - $124.5 $25,944 - $28,386
228 Added 9.58%
2,608 $299,000
Q2 2024

Jul 23, 2024
BUY
$98.11 - $105.73 $19,622 - $21,146
200 Added 9.17%
2,380 $244,000
Q4 2023

Jan 26, 2024
SELL
$78.19 - $92.18 $39,095 - $46,090
-500 Reduced 18.66%
2,180 $200,000
Q1 2023

Apr 25, 2023
SELL
$76.43 - $82.25 $45,858 - $49,350
-600 Reduced 18.29%
2,680 $215,000
Q3 2022

Nov 14, 2022
SELL
$64.52 - $76.47 $21,936 - $25,999
-340 Reduced 9.39%
3,280 $211,000
Q2 2022

Jul 22, 2022
BUY
$66.31 - $79.27 $13,262 - $15,854
200 Added 5.85%
3,620 $253,000
Q1 2022

May 16, 2022
BUY
$69.05 - $79.6 $234,079 - $269,844
3,390 Added 11300.0%
3,420 $267,000
Q4 2021

Feb 09, 2022
SELL
$67.46 - $75.67 $12,682 - $14,225
-188 Reduced 86.24%
30 $2,000
Q3 2021

Nov 09, 2021
BUY
$70.13 - $75.7 $1,612 - $1,741
23 Added 11.79%
218 $15,000
Q2 2021

Jul 08, 2021
SELL
$72.89 - $77.5 $236,892 - $251,875
-3,250 Reduced 94.34%
195 $14,000
Q4 2020

May 19, 2021
BUY
$53.19 - $67.87 $154,942 - $197,705
2,913 Added 547.56%
3,445 $14,000
Q3 2020

Sep 07, 2021
SELL
$52.31 - $59.6 $17,942 - $20,442
-343 Reduced 39.2%
532 $29,000
Q2 2020

Sep 07, 2021
BUY
$47.22 - $64.14 $188 - $256
4 Added 0.46%
875 $46,000
Q1 2020

Sep 07, 2021
BUY
$41.14 - $73.86 $6,829 - $12,260
166 Added 23.55%
871 $44,000
Q4 2019

Sep 07, 2021
BUY
$65.31 - $70.09 $195 - $210
3 Added 0.43%
705 $48,000
Q3 2019

Sep 07, 2021
SELL
$63.52 - $69.48 $19,056 - $20,844
-300 Reduced 29.94%
702 $47,000
Q2 2019

Sep 07, 2021
BUY
$58.31 - $65.5 $58 - $65
1 Added 0.1%
1,002 $65,000
Q1 2019

Sep 07, 2021
BUY
$48.18 - $59.64 $1,589 - $1,968
33 Added 3.41%
1,001 $58,000
Q3 2018

Sep 07, 2021
BUY
$55.19 - $61.72 $16,612 - $18,577
301 Added 45.13%
968 $59,000
Q2 2018

Sep 07, 2021
BUY
$54.27 - $58.94 $36,198 - $39,312
667 New
667 $36,000

About INVESCO EXCHANGE-TRADED FD TR

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  • Ticker PPA
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