Geneos Wealth Management Inc. Invesco S&P 500 Value With Mom Transaction History

Geneos Wealth Management Inc.

$3.77 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Sep 07, 2021	SELL	$37.67 - $40.3 $2,486 - $2,659	-66 Closed	0 $0
Q2 2018 Sep 07, 2021	BUY	$36.72 - $39.07 $2,423 - $2,578	66 New	66 $2,000

Others Institutions Holding SPVM

# of Institutions

24

Shares Held

596K

Call Options Held

0

Put Options Held

0

Beta Wealth Group, Inc.

178K
Shares

$11.7 Million
6.25% of portfolio
Capstone Wealth Management Group, LLC Clarks Green, PA

152K
Shares

$10 Million
4.24% of portfolio
Lpl Financial LLC Fort Mill, SC

116K
Shares

$7.65 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

36.6K
Shares

$2.42 Million
0.0% of portfolio
Morgan Stanley New York, NY

30.5K
Shares

$2.01 Million
0.0% of portfolio

About INVESCO S&P 500 VALUE WITH MOM

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