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 6,587 shares of PRF stock, worth $297,600. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,587

Previous 6,110 7.81%

Holding current value

$297,600

Previous $246,000 13.01%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	BUY	$35.77 - $42.27 $17,062 - $20,162	477 Added 7.81%	6,587 $278,000
Q1 2025 May 21, 2025	SELL	$39.4 - $42.61 $228,914 - $247,564	-5,810 Reduced 48.74%	6,110 $246,000
Q1 2025 May 07, 2025	BUY	$39.4 - $42.61 $228,914 - $247,564	5,810 Added 95.09%	11,920 $481,000
Q3 2024 Nov 14, 2024	BUY	$37.33 - $40.63 $216,887 - $236,060	5,810 Added 1936.67%	6,110 $248,000
Q3 2023 Oct 11, 2023	BUY	$31.76 - $166.28 $7,622 - $39,907	240 Added 400.0%	300 $9,000
Q3 2022 Nov 14, 2022	SELL	$27.75 - $164.89 $5,550 - $32,978	-200 Reduced 76.92%	60 $8,000
Q2 2022 Jul 22, 2022	BUY	$145.08 - $172.75 $8,704 - $10,365	60 Added 30.0%	260 $38,000
Q1 2022 May 16, 2022	BUY	$162.0 - $175.48 $24,300 - $26,322	150 Added 300.0%	200 $34,000
Q4 2020 May 19, 2021	BUY	$112.02 - $133.2 $5,601 - $6,659	50 New	50 $7,000

Others Institutions Holding PRF

# of Institutions

600

Shares Held

113M

Call Options Held

Put Options Held

200

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About INVESCO EXCHANGE-TRADED FD TR

Ticker PRF
Sector ETFs
Industry ETFs

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