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

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

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 4,402 shares of XLG stock, worth $223,577. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,402
Previous 4,402 -0.0%
Holding current value
$223,577
Previous $209,000 4.78%
% of portfolio
0.01%
Previous 0.01%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
SELL
$39.84 - $46.12 $25,896 - $29,978
-650 Reduced 12.87%
4,402 $201,000
Q1 2024

May 03, 2024
BUY
$37.01 - $42.29 $49,741 - $56,837
1,344 Added 36.25%
5,052 $212,000
Q3 2023

Oct 11, 2023
BUY
$33.8 - $354.35 $112,790 - $1.18 Million
3,337 Added 899.46%
3,708 $125,000
Q2 2023

Aug 08, 2023
SELL
$308.25 - $349.73 $3,082 - $3,497
-10 Reduced 2.62%
371 $129,000
Q1 2023

Apr 25, 2023
SELL
$271.59 - $310.52 $821,016 - $938,701
-3,023 Reduced 88.81%
381 $118,000
Q4 2022

Jan 30, 2023
SELL
$26.66 - $298.01 $135,992 - $1.52 Million
-5,101 Reduced 59.98%
3,404 $939,000
Q3 2022

Nov 14, 2022
BUY
$26.92 - $327.14 $196,300 - $2.39 Million
7,292 Added 601.15%
8,505 $2.29 Million
Q2 2022

Jul 22, 2022
BUY
$277.86 - $356.56 $71,410 - $91,635
257 Added 26.88%
1,213 $347,000
Q1 2022

May 16, 2022
SELL
$318.41 - $373.67 $1.67 Million - $1.96 Million
-5,250 Reduced 84.6%
956 $335,000
Q4 2021

Feb 09, 2022
BUY
$328.66 - $373.09 $1.88 Million - $2.13 Million
5,720 Added 1176.95%
6,206 $2.29 Million
Q2 2021

Jul 08, 2021
SELL
$299.8 - $325.38 $148,101 - $160,737
-494 Reduced 50.41%
486 $160,000
Q1 2021

Jun 17, 2021
SELL
$281.0 - $299.29 $84,300 - $89,787
-300 Reduced 23.44%
980 $307,000
Q4 2020

May 19, 2021
BUY
$252.63 - $285.66 $270,314 - $305,656
1,070 Added 509.52%
1,280 $282,000
Q3 2020

Sep 07, 2021
SELL
$240.17 - $284.19 $13,209 - $15,630
-55 Reduced 20.75%
210 $53,000
Q2 2020

Sep 07, 2021
BUY
$188.01 - $242.75 $18,801 - $24,275
100 Added 60.61%
265 $61,000
Q3 2019

Sep 07, 2021
SELL
$203.56 - $217.27 $5,292 - $5,649
-26 Reduced 13.61%
165 $34,000
Q1 2019

Sep 07, 2021
SELL
$175.28 - $204.99 $17,528 - $20,499
-100 Reduced 34.36%
191 $38,000
Q4 2018

Sep 07, 2021
BUY
$167.99 - $210.7 $21,166 - $26,548
126 Added 76.36%
291 $51,000
Q2 2018

Sep 07, 2021
BUY
$182.06 - $198.31 $30,039 - $32,721
165 New
165 $31,000

Others Institutions Holding XLG

# of Institutions
450
Shares Held
73.9M
Call Options Held
36.7K
Put Options Held
27.5K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

XLG Quotes by TradingView
  • Ticker XLG
  • Sector ETFs
  • Industry ETFs
More about XLG
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email