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

Geneos Wealth Management Inc.

$2.24 Billion
Q2 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 698 shares of PSI stock, worth $37,189. This represents 0.0% of its overall portfolio holdings.

Number of Shares

698

Previous 698 -0.0%

Holding current value

$37,189

Previous $39,000 10.26%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 26, 2024	BUY	$37.92 - $50.06 $23,055 - $30,436	608 Added 675.56%	698 $34,000
Q3 2023 Oct 11, 2023	BUY	$41.42 - $140.41 $2,485 - $8,424	60 Added 200.0%	90 $3,000
Q4 2022 Jan 30, 2023	SELL	$28.55 - $111.55 $9,992 - $39,042	-350 Reduced 92.11%	30 $3,000
Q2 2022 Jul 22, 2022	SELL	$32.26 - $42.95 $354 - $472	-11 Reduced 2.81%	380 $0
Q1 2022 May 16, 2022	BUY	$38.61 - $51.98 $13,513 - $18,193	350 Added 853.66%	391 $50,000
Q2 2021 Jul 08, 2021	SELL	$36.27 - $43.03 $17,046 - $20,224	-470 Reduced 91.98%	41 $5,000
Q4 2020 May 19, 2021	BUY	$25.69 - $35.07 $13,127 - $17,920	511 New	511 $19,000
Q3 2019 Sep 07, 2021	SELL	$19.13 - $20.05 $19,340 - $20,270	-1,011 Closed	0 $0
Q2 2018 Sep 07, 2021	BUY	N/A	1,011 New	1,011 $52,000

Others Institutions Holding PSI

# of Institutions

148

Shares Held

4.88M

Call Options Held

100

Put Options Held

400

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About INVESCO EXCHANGE-TRADED FD TR

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