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

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 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 144,895 shares of PVAL stock, worth $5.56 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
144,895
Previous 166,542 13.0%
Holding current value
$5.56 Million
Previous $6.34 Million 12.99%
% of portfolio
0.19%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
148
Shares Held
53.6M
Call Options Held
0
Put Options Held
0
View Full List

About PUTNAM ETF TR PUTNAM FOCUSED L

PVAL Quotes by TradingView
  • Ticker PVAL
More about PVAL
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