Geneos Wealth Management Inc. Invesco Act Mng ETF Tr Bal Mul Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 08, 2023	SELL	$14.7 - $15.05 $26,709 - $27,345	-1,817 Reduced 17.94%	8,311 $122,000
Q1 2023 Apr 25, 2023	SELL	$14.51 - $15.36 $3,612 - $3,824	-249 Reduced 2.4%	10,128 $150,000
Q3 2022 Nov 14, 2022	SELL	N/A	-9,100 Reduced 46.72%	10,377 $142,000
Q2 2022 Jul 22, 2022	BUY	N/A	1,937 Added 11.04%	19,477 $0
Q1 2022 May 16, 2022	BUY	N/A	9,100 Added 107.82%	17,540 $286,000
Q3 2021 Nov 09, 2021	SELL	N/A	-680 Reduced 7.46%	8,440 $140,000
Q4 2020 May 19, 2021	BUY	N/A	261 Added 2.95%	9,120 $145,000
Q3 2020 Sep 07, 2021	BUY	N/A	1,150 Added 14.92%	8,859 $119,000
Q2 2020 Sep 07, 2021	BUY	N/A	1,229 Added 18.97%	7,709 $100,000
Q3 2019 Sep 07, 2021	BUY	N/A	2,471 Added 61.64%	6,480 $90,000
Q2 2019 Sep 07, 2021	BUY	N/A	4,009 New	4,009 $56,000

Others Institutions Holding PSMB

# of Institutions

1

Shares Held

100

Call Options Held

0

Put Options Held

0

American Portfolios Advisors Holbrook, NY

100
Shares

$0
0.0% of portfolio

About INVESCO ACT MNG ETF TR BAL MUL

Ticker PSMB
Sector ETFs
Industry ETFs

More about PSMB

Track This Portfolio

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.