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 1,555 shares of XMHQ stock, worth $161,517. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,555

Previous 1,695 8.26%

Holding current value

$161,517

Previous $173,000 11.56%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$98.47 - $109.35 $13,785 - $15,309	-140 Reduced 8.26%	1,555 $153,000
Q3 2024 Nov 14, 2024	BUY	$94.31 - $103.26 $9,431 - $10,326	100 Added 6.27%	1,695 $173,000
Q2 2024 Jul 23, 2024	SELL	$96.76 - $109.6 $288,538 - $326,827	-2,982 Reduced 65.15%	1,595 $154,000
Q1 2024 May 03, 2024	BUY	$86.47 - $110.05 $273,418 - $347,978	3,162 Added 223.46%	4,577 $503,000
Q4 2023 Jan 26, 2024	BUY	$75.71 - $89.74 $12,870 - $15,255	170 Added 13.65%	1,415 $125,000
Q1 2023 Apr 25, 2023	BUY	$68.44 - $77.13 $40,037 - $45,121	585 Added 88.64%	1,245 $91,000
Q1 2022 May 16, 2022	BUY	$70.84 - $81.3 $9,209 - $10,569	130 Added 24.53%	660 $49,000
Q4 2021 Feb 09, 2022	BUY	$75.85 - $83.73 $40,200 - $44,376	530 New	530 $42,000
Q4 2018 Sep 07, 2021	SELL	$40.08 - $51.04 $20,200 - $25,724	-504 Closed	0 $0
Q3 2018 Sep 07, 2021	BUY	$48.86 - $51.66 $24,625 - $26,036	504 New	504 $25,000

Others Institutions Holding XMHQ

# of Institutions

361

Shares Held

40M

Call Options Held

6.3K

Put Options Held

100

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker XMHQ
Sector ETFs
Industry ETFs

More about XMHQ

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 Exchange Traded Fd Tr Transaction History