Geneos Wealth Management Inc. Invesco S&P Smallcap Momentum Transaction History
Geneos Wealth Management Inc.
- $2.24 Billion
- Q2 2024
A detailed history of Geneos Wealth Management Inc. transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 170 shares of XSMO stock, worth $11,196. This represents 0.0% of its overall portfolio holdings.
Number of Shares
170
Previous 400
57.5%
Holding current value
$11,196
Previous $24,000
58.33%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding XSMO
# of Institutions
109Shares Held
5.34MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.15MShares$75.5 Million0.04% of portfolio
-
Steward Partners Investment Advisory, LLC426KShares$28 Million0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA290KShares$19.1 Million0.0% of portfolio
-
Morgan Stanley New York, NY208KShares$13.7 Million0.0% of portfolio
-
Focus Financial Network, Inc. Minneapolis, MN201KShares$13.2 Million0.56% of portfolio