Geneos Wealth Management Inc. Putnam ETF Tr Putnam Focused L Transaction History

Geneos Wealth Management Inc.

$3.85 Billion
Q4 2025

A detailed history of Geneos Wealth Management Inc. transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 826,781 shares of PVAL stock, worth $36.1 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares

826,781

Previous 746,322 10.78%

Holding current value

$36.1 Million

Previous $31.9 Million 13.3%

% of portfolio

0.94%

Previous 0.85%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	BUY	$41.58 - $44.36 $3.35 Million - $3.57 Million	80,459 Added 10.78%	826,781 $36.1 Million
Q3 2025 Oct 22, 2025	BUY	$39.93 - $42.72 $1.2 Million - $1.28 Million	29,956 Added 4.18%	746,322 $31.9 Million
Q2 2025 Aug 18, 2025	BUY	$33.6 - $40.23 $19.2 Million - $23 Million	571,471 Added 394.4%	716,366 $28.8 Million
Q1 2025 May 21, 2025	SELL	$36.8 - $39.59 $796,609 - $857,004	-21,647 Reduced 13.0%	144,895 $5.52 Million
Q1 2025 May 07, 2025	BUY	$36.8 - $39.59 $6.13 Million - $6.59 Million	166,542 New	166,542 $6.34 Million

Others Institutions Holding PVAL

# of Institutions

220

Shares Held

102M

Call Options Held

Put Options Held

455K

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About PUTNAM ETF TR PUTNAM FOCUSED L

Ticker PVAL

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Geneos Wealth Management Inc. Putnam ETF Tr Putnam Focused L Transaction History