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 6,932 shares of PWV stock, worth $442,816. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,932
Previous 6,928 0.06%
Holding current value
$442,816
Previous $412,000 4.37%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 18, 2025
BUY
$52.26 - $62.14 $209 - $248
4 Added 0.06%
6,932 $430,000
Q1 2025

May 21, 2025
SELL
$56.58 - $60.89 $359,000 - $386,347
-6,345 Reduced 47.8%
6,928 $412,000
Q1 2025

May 07, 2025
BUY
$56.58 - $60.89 $359,000 - $386,347
6,345 Added 91.58%
13,273 $789,000
Q4 2024

Jan 21, 2025
SELL
$56.33 - $61.73 $957 - $1,049
-17 Reduced 0.24%
6,928 $394,000
Q3 2024

Nov 14, 2024
SELL
$54.33 - $59.01 $4,672 - $5,074
-86 Reduced 1.22%
6,945 $405,000
Q2 2024

Jul 23, 2024
SELL
$54.01 - $56.78 $5,076 - $5,337
-94 Reduced 1.32%
7,031 $386,000
Q1 2024

May 03, 2024
BUY
$50.05 - $56.68 $4,904 - $5,554
98 Added 1.39%
7,125 $403,000
Q4 2023

Jan 26, 2024
BUY
$44.09 - $50.95 $1,763 - $2,038
40 Added 0.57%
7,027 $356,000
Q3 2023

Oct 11, 2023
BUY
$46.03 - $48.86 $199,908 - $212,198
4,343 Added 164.26%
6,987 $326,000
Q2 2023

Aug 08, 2023
BUY
$43.67 - $46.63 $65,242 - $69,665
1,494 Added 129.91%
2,644 $123,000
Q3 2022

Nov 14, 2022
SELL
$41.65 - $47.7 $26,031 - $29,812
-625 Reduced 35.21%
1,150 $47,000
Q1 2022

May 16, 2022
SELL
$46.43 - $50.64 $9,286 - $10,128
-200 Reduced 10.13%
1,775 $86,000
Q2 2021

Jul 08, 2021
SELL
$42.85 - $46.04 $3,942 - $4,235
-92 Reduced 4.45%
1,975 $88,000
Q4 2020

May 19, 2021
BUY
$32.7 - $38.56 $719 - $848
22 Added 1.08%
2,067 $84,000
Q3 2020

Sep 07, 2021
SELL
$32.75 - $35.61 $5,567 - $6,053
-170 Reduced 7.67%
2,045 $68,000
Q4 2019

Sep 07, 2021
BUY
$36.63 - $41.64 $14,285 - $16,239
390 Added 21.37%
2,215 $91,000
Q3 2019

Sep 07, 2021
BUY
$35.64 - $39.1 $21,384 - $23,460
600 Added 48.98%
1,825 $69,000
Q3 2018

Sep 07, 2021
SELL
$35.57 - $38.46 $10,671 - $11,538
-300 Reduced 19.67%
1,225 $45,000
Q2 2018

Sep 07, 2021
BUY
$35.27 - $37.26 $53,786 - $56,821
1,525 New
1,525 $54,000

Others Institutions Holding PWV

# of Institutions
182
Shares Held
12.5M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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