Geneos Wealth Management Inc. Invesco S&P 500 Equal Weight M Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Invesco S&P 500 Equal Weight M stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 300 shares of RTM stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
300
Previous 300 -0.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 18, 2025
SELL
N/A
-1,700 Reduced 85.0%
300 $0
Q1 2025

May 07, 2025
SELL
N/A
-1,400 Reduced 41.18%
2,000 $0
Q4 2024

Jan 21, 2025
BUY
N/A
100 Added 3.03%
3,400 $0
Q3 2024

Nov 14, 2024
SELL
N/A
-500 Reduced 13.16%
3,300 $0
Q2 2024

Jul 23, 2024
SELL
N/A
-650 Reduced 14.61%
3,800 $0
Q1 2024

May 03, 2024
SELL
$0.0 - $33.7 $0 - $3,370
-100 Reduced 2.2%
4,450 $0
Q4 2023

Jan 26, 2024
SELL
$28.92 - $33.96 $50,610 - $59,430
-1,750 Reduced 27.78%
4,550 $153,000
Q3 2023

Oct 11, 2023
BUY
$0.0 - $165.24 $0 - $832,809
5,040 Added 400.0%
6,300 $195,000
Q2 2023

Aug 08, 2023
SELL
$0.0 - $163.96 $0 - $40,990
-250 Reduced 16.56%
1,260 $204,000
Q1 2023

Apr 25, 2023
SELL
$152.58 - $177.31 $13,579 - $15,780
-89 Reduced 5.57%
1,510 $245,000
Q3 2022

Nov 14, 2022
SELL
$143.48 - $173.67 $238,750 - $288,986
-1,664 Reduced 51.0%
1,599 $227,000
Q2 2022

Jul 22, 2022
BUY
$153.51 - $190.46 $27,938 - $34,663
182 Added 5.91%
3,263 $505,000
Q1 2022

May 16, 2022
BUY
$167.97 - $187.68 $335,940 - $375,360
2,000 Added 185.01%
3,081 $568,000
Q4 2021

Feb 09, 2022
BUY
$162.45 - $180.07 $3,411 - $3,781
21 Added 1.98%
1,081 $194,000
Q1 2021

Jun 17, 2021
SELL
$137.87 - $157.3 $671,013 - $765,579
-4,867 Reduced 82.12%
1,060 $175,000
Q4 2020

May 19, 2021
BUY
$115.2 - $139.43 $602,150 - $728,800
5,227 Added 746.71%
5,927 $932,000
Q4 2019

Sep 07, 2021
BUY
$103.09 - $116.26 $41,236 - $46,504
400 Added 133.33%
700 $80,000
Q3 2019

Sep 07, 2021
SELL
$101.4 - $111.94 $60,840 - $67,164
-600 Reduced 66.67%
300 $32,000
Q4 2018

Sep 07, 2021
SELL
$88.78 - $110.38 $26,634 - $33,114
-300 Reduced 25.0%
900 $84,000
Q3 2018

Sep 07, 2021
BUY
$106.74 - $113.49 $128,088 - $136,188
1,200 New
1,200 $130,000

Others Institutions Holding RTM

# of Institutions
84
Shares Held
1.95M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO S&P 500 EQUAL WEIGHT M

RTM Quotes by TradingView
  • Ticker RTM
  • Sector ETFs
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More about RTM
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