Geneos Wealth Management Inc. Invesco Ftse Rafi Us 1500 Smal Transaction History

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,218 shares of PRFZ stock, worth $51,484. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,218
Previous 1,636 25.55%
Holding current value
$51,484
Previous $61,000 24.59%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 21, 2025
SELL
$37.35 - $43.35 $15,612 - $18,120
-418 Reduced 25.55%
1,218 $46,000
Q1 2025

May 07, 2025
BUY
$37.35 - $43.35 $22,932 - $26,616
614 Added 60.08%
1,636 $61,000
Q4 2024

Jan 21, 2025
BUY
$40.82 - $45.39 $7,306 - $8,124
179 Added 21.23%
1,022 $42,000
Q3 2024

Nov 14, 2024
BUY
$37.68 - $42.0 $3,052 - $3,402
81 Added 10.63%
843 $35,000
Q2 2024

Jul 23, 2024
BUY
$36.18 - $39.61 $6,186 - $6,773
171 Added 28.93%
762 $29,000
Q1 2024

May 03, 2024
SELL
$35.39 - $39.28 $21,198 - $23,528
-599 Reduced 50.34%
591 $23,000
Q4 2023

Jan 26, 2024
BUY
$30.38 - $38.15 $7,595 - $9,537
250 Added 26.6%
1,190 $44,000
Q3 2023

Oct 11, 2023
BUY
$32.42 - $178.83 $24,379 - $134,480
752 Added 400.0%
940 $31,000
Q2 2023

Aug 08, 2023
BUY
$154.7 - $172.29 $464 - $516
3 Added 1.62%
188 $32,000
Q4 2018

Sep 07, 2021
BUY
$107.24 - $140.77 $16,193 - $21,256
151 Added 444.12%
185 $20,000
Q2 2018

Sep 07, 2021
BUY
$125.73 - $143.08 $4,274 - $4,864
34 New
34 $4,000

Others Institutions Holding PRFZ

# of Institutions
306
Shares Held
43.9M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO FTSE RAFI US 1500 SMAL

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