Geneos Wealth Management Inc. Invesco ETF Tr Ii Solar ETF 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 Solar ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 485 shares of TAN stock, worth $23,406. This represents 0.0% of its overall portfolio holdings.

Number of Shares

485

Previous 688 29.51%

Holding current value

$23,406

Previous $20,000 20.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	SELL	$26.03 - $35.66 $5,284 - $7,238	-203 Reduced 29.51%	485 $16,000
Q3 2022 Nov 14, 2022	SELL	$69.71 - $90.13 $4,949 - $6,399	-71 Reduced 9.35%	688 $50,000
Q1 2022 May 16, 2022	SELL	$59.66 - $78.49 $5,966 - $7,848	-100 Reduced 11.64%	759 $57,000
Q3 2021 Nov 09, 2021	BUY	$78.01 - $89.68 $2,184 - $2,511	28 Added 3.37%	859 $69,000
Q2 2021 Jul 08, 2021	SELL	$69.1 - $91.88 $85,891 - $114,206	-1,243 Reduced 59.93%	831 $73,000
Q1 2021 Jun 17, 2021	BUY	$81.15 - $121.94 $324 - $487	4 Added 0.19%	2,074 $172,000
Q4 2020 May 19, 2021	BUY	$66.59 - $104.0 $92,826 - $144,976	1,394 Added 206.21%	2,070 $73,000
Q1 2020 Sep 07, 2021	BUY	$22.22 - $41.86 $4,510 - $8,497	203 Added 42.92%	676 $16,000
Q4 2019 Sep 07, 2021	BUY	$27.33 - $31.12 $12,927 - $14,719	473 New	473 $14,000

Others Institutions Holding TAN

# of Institutions

253

Shares Held

6.65M

Call Options Held

2.36M

Put Options Held

3.69M

View Full List

About INVESCO ETF TR II SOLAR ETF

Ticker TAN
Sector ETFs
Industry ETFs

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Geneos Wealth Management Inc. Invesco ETF Tr Ii Solar ETF Transaction History