Geneos Wealth Management Inc. Invesco Dwa Consumer Staples M Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Invesco Dwa Consumer Staples M stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,524 shares of PSL stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,524
Previous 2,524 -0.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
N/A
-150 Reduced 5.61%
2,524 $0
Q1 2024

May 03, 2024
SELL
N/A
-375 Reduced 12.3%
2,674 $0
Q4 2023

Jan 26, 2024
SELL
N/A
-854 Reduced 21.88%
3,049 $0
Q3 2022

Nov 14, 2022
SELL
N/A
-7,370 Reduced 65.38%
3,903 $292,000
Q2 2022

Jul 22, 2022
SELL
N/A
-99 Reduced 0.87%
11,273 $0
Q1 2022

May 16, 2022
BUY
N/A
3,904 Added 52.28%
11,372 $973,000
Q4 2021

Feb 09, 2022
SELL
N/A
-1,114 Reduced 12.98%
7,468 $682,000
Q3 2021

Nov 09, 2021
BUY
N/A
1 Added 0.01%
8,582 $773,000
Q2 2021

Jul 08, 2021
SELL
N/A
-6,253 Reduced 42.15%
8,581 $802,000
Q1 2021

Jun 17, 2021
SELL
N/A
-772 Reduced 4.95%
14,834 $1.4 Million
Q4 2020

May 19, 2021
BUY
N/A
5,726 Added 57.96%
15,606 $878,000
Q3 2020

Sep 07, 2021
SELL
N/A
-150 Reduced 1.5%
9,880 $750,000
Q2 2020

Sep 07, 2021
SELL
N/A
-449 Reduced 4.28%
10,030 $634,000
Q4 2019

Sep 07, 2021
SELL
N/A
-800 Reduced 7.09%
10,479 $779,000
Q3 2019

Sep 07, 2021
SELL
N/A
-300 Reduced 2.59%
11,279 $805,000
Q2 2019

Sep 07, 2021
SELL
N/A
-600 Reduced 4.93%
11,579 $832,000
Q3 2018

Sep 07, 2021
BUY
N/A
1 Added 0.01%
12,179 $873,000
Q2 2018

Sep 07, 2021
BUY
N/A
12,178 New
12,178 $862,000

Others Institutions Holding PSL

# of Institutions
60
Shares Held
385K
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO DWA CONSUMER STAPLES M

PSL Quotes by TradingView
  • Ticker PSL
More about PSL
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email