Geneos Wealth Management Inc. Invesco ETF Tr Ii S&P 500 Mome Transaction History

Geneos Wealth Management Inc.

$3.92 Billion
Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Invesco ETF Tr Ii S&P 500 Mome stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 49,886 shares of SPMO stock, worth $6.01 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

49,886

Previous 39,580 26.04%

Holding current value

$6.01 Million

Previous $3.66 Million 53.19%

% of portfolio

0.14%

Previous 0.13%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	BUY	$82.32 - $112.47 $848,389 - $1.16 Million	10,306 Added 26.04%	49,886 $5.61 Million
Q1 2025 May 21, 2025	SELL	$91.76 - $103.26 $48,816 - $54,934	-532 Reduced 1.33%	39,580 $3.66 Million
Q1 2025 May 07, 2025	BUY	$91.76 - $103.26 $992,384 - $1.12 Million	10,815 Added 36.92%	40,112 $3.71 Million
Q4 2024 Jan 21, 2025	BUY	$89.97 - $98.59 $146,111 - $160,110	1,624 Added 5.87%	29,297 $2.78 Million
Q3 2024 Nov 14, 2024	BUY	$79.58 - $91.64 $187,808 - $216,270	2,360 Added 9.32%	27,673 $2.51 Million
Q2 2024 Jul 23, 2024	BUY	$74.81 - $88.63 $616,434 - $730,311	8,240 Added 48.26%	25,313 $2.21 Million
Q1 2024 May 03, 2024	BUY	$64.34 - $80.83 $749,432 - $941,507	11,648 Added 214.71%	17,073 $1.37 Million
Q4 2023 Jan 26, 2024	SELL	$55.42 - $65.64 $34,637 - $41,025	-625 Reduced 10.33%	5,425 $355,000
Q3 2023 Oct 11, 2023	SELL	$54.94 - $59.95 $153,832 - $167,860	-2,800 Reduced 31.64%	6,050 $346,000
Q2 2023 Aug 08, 2023	SELL	$53.02 - $56.7 $129,899 - $138,915	-2,450 Reduced 21.68%	8,850 $495,000
Q1 2023 Apr 25, 2023	SELL	$52.01 - $56.92 $23,404 - $25,614	-450 Reduced 3.83%	11,300 $616,000
Q4 2022 Jan 30, 2023	SELL	$51.84 - $58.95 $7,776 - $8,842	-150 Reduced 1.26%	11,750 $667,000
Q3 2022 Nov 14, 2022	SELL	$50.02 - $57.9 $39,215 - $45,393	-784 Reduced 6.18%	11,900 $598,000
Q2 2022 Jul 22, 2022	SELL	$50.56 - $61.34 $44,138 - $53,549	-873 Reduced 6.44%	12,684 $658,000
Q1 2022 May 16, 2022	SELL	$55.43 - $65.52 $5,487 - $6,486	-99 Reduced 0.72%	13,557 $828,000
Q4 2021 Feb 09, 2022	SELL	$60.24 - $65.59 $3,554 - $3,869	-59 Reduced 0.43%	13,656 $881,000
Q2 2021 Jul 08, 2021	BUY	$52.56 - $59.34 $52 - $59	1 Added 0.01%	13,715 $822,000
Q1 2021 Jun 17, 2021	SELL	$49.75 - $55.7 $27,810 - $31,136	-559 Reduced 3.92%	13,714 $766,000
Q4 2020 May 19, 2021	BUY	$47.84 - $52.91 $55,255 - $61,111	1,155 Added 8.8%	14,273 $745,000
Q3 2020 Sep 07, 2021	BUY	$43.91 - $52.3 $34,996 - $41,683	797 Added 6.47%	13,118 $639,000
Q2 2020 Sep 07, 2021	SELL	$34.54 - $44.5 $16,820 - $21,671	-487 Reduced 3.8%	12,321 $522,000
Q1 2020 Sep 07, 2021	BUY	$31.06 - $45.22 $652 - $949	21 Added 0.16%	12,808 $455,000
Q4 2019 Sep 07, 2021	BUY	$39.53 - $42.21 $3,992 - $4,263	101 Added 0.8%	12,787 $538,000
Q3 2019 Sep 07, 2021	BUY	$39.29 - $41.76 $9,233 - $9,813	235 Added 1.89%	12,686 $511,000
Q2 2019 Sep 07, 2021	BUY	$38.41 - $41.26 $40,368 - $43,364	1,051 Added 9.22%	12,451 $503,000
Q1 2019 Sep 07, 2021	BUY	$32.78 - $39.45 $181,765 - $218,750	5,545 Added 94.71%	11,400 $447,000
Q4 2018 Sep 07, 2021	BUY	$31.2 - $40.89 $25,896 - $33,938	830 Added 16.52%	5,855 $195,000
Q3 2018 Sep 07, 2021	BUY	$37.19 - $40.58 $149,503 - $163,131	4,020 Added 400.0%	5,025 $203,000
Q2 2018 Sep 07, 2021	BUY	$34.21 - $38.38 $34,381 - $38,571	1,005 New	1,005 $37,000

Others Institutions Holding SPMO

# of Institutions

494

Shares Held

54.1M

Call Options Held

90.6K

Put Options Held

15.3K

View Full List

About INVESCO ETF TR II S&P 500 MOME

Ticker SPMO
Sector ETFs
Industry ETFs

More about SPMO

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 ETF Tr Ii S&P 500 Mome Transaction History