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

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

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 2,295 shares of PWB stock, worth $291,465. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,295
Previous 2,504 8.35%
Holding current value
$291,465
Previous $240,000 12.08%
% of portfolio
0.01%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
SELL
$86.24 - $117.44 $18,024 - $24,544
-209 Reduced 8.35%
2,295 $269,000
Q1 2025

May 07, 2025
SELL
$94.5 - $110.71 $981,666 - $1.15 Million
-10,388 Reduced 80.58%
2,504 $240,000
Q4 2024

Jan 21, 2025
SELL
$98.04 - $108.11 $295,884 - $326,275
-3,018 Reduced 18.97%
12,892 $1.31 Million
Q3 2024

Nov 14, 2024
SELL
$86.85 - $98.91 $12,419 - $14,144
-143 Reduced 0.89%
15,910 $1.57 Million
Q2 2024

Jul 23, 2024
BUY
$83.83 - $94.82 $56,249 - $63,624
671 Added 4.36%
16,053 $1.52 Million
Q1 2024

May 03, 2024
BUY
$75.84 - $90.45 $48,992 - $58,430
646 Added 4.38%
15,382 $1.37 Million
Q4 2023

Jan 26, 2024
BUY
$65.5 - $77.84 $172,658 - $205,186
2,636 Added 21.79%
14,736 $1.14 Million
Q3 2023

Oct 11, 2023
BUY
$67.34 - $72.31 $279,865 - $300,520
4,156 Added 52.32%
12,100 $820,000
Q2 2023

Aug 08, 2023
BUY
$63.87 - $70.62 $481,068 - $531,909
7,532 Added 1828.16%
7,944 $561,000
Q4 2022

Jan 30, 2023
BUY
$56.26 - $64.63 $23,179 - $26,627
412 New
412 $24,000
Q2 2022

Jul 22, 2022
BUY
$56.71 - $73.23 $113 - $146
2 Added 1.05%
192 $11,000
Q2 2021

Jul 08, 2021
SELL
$66.91 - $74.57 $33,455 - $37,285
-500 Reduced 72.46%
190 $14,000
Q1 2021

Jun 17, 2021
SELL
$63.11 - $72.93 $88,354 - $102,102
-1,400 Reduced 66.99%
690 $49,000
Q4 2020

May 19, 2021
BUY
$60.08 - $67.91 $42,056 - $47,537
700 Added 50.36%
2,090 $140,000
Q4 2018

Sep 07, 2021
BUY
$38.42 - $48.53 $49,946 - $63,089
1,300 Added 1444.44%
1,390 $57,000
Q2 2018

Sep 07, 2021
BUY
$41.86 - $46.81 $3,767 - $4,212
90 New
90 $4,000

Others Institutions Holding PWB

# of Institutions
202
Shares Held
7.5M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PWB Quotes by TradingView
  • Ticker PWB
  • Sector ETFs
  • Industry ETFs
More about PWB
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