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

Geneos Wealth Management Inc.

$3.77 Billion
Q3 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 500 shares of PXI stock, worth $23,475. This represents 0.0% of its overall portfolio holdings.

Number of Shares

500

Previous 500 -0.0%

Holding current value

$23,475

Previous $21,000 9.52%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	SELL	$35.52 - $44.66 $8,880 - $11,165	-250 Reduced 33.33%	500 $21,000
Q2 2024 Jul 23, 2024	SELL	$45.44 - $50.9 $11,360 - $12,725	-250 Reduced 25.0%	750 $35,000
Q4 2023 Jan 26, 2024	SELL	$41.33 - $46.1 $12,399 - $13,830	-300 Reduced 23.08%	1,000 $44,000
Q3 2022 Nov 14, 2022	SELL	$34.98 - $47.73 $34,980 - $47,730	-1,000 Reduced 43.48%	1,300 $51,000
Q1 2022 May 16, 2022	SELL	$31.77 - $44.53 $480,870 - $674,006	-15,136 Reduced 86.81%	2,300 $98,000
Q4 2021 Feb 09, 2022	BUY	$28.82 - $35.1 $465,039 - $566,373	16,136 Added 1241.23%	17,436 $533,000
Q3 2021 Nov 09, 2021	SELL	$21.98 - $31.53 $267,958 - $384,382	-12,191 Reduced 90.36%	1,300 $41,000
Q2 2021 Jul 08, 2021	SELL	$22.71 - $31.69 $191,558 - $267,305	-8,435 Reduced 38.47%	13,491 $416,000
Q1 2021 Jun 17, 2021	BUY	$17.79 - $28.21 $390,063 - $618,532	21,926 New	21,926 $536,000

Others Institutions Holding PXI

# of Institutions

Shares Held

472K

Call Options Held

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PXI
Sector ETFs
Industry ETFs

More about PXI

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.

Account

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