Geneos Wealth Management Inc. Invesco S&P Smallcap Momentum Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 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 59,174 shares of XSMO stock, worth $3.94 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

59,174

Previous 170 34708.24%

Holding current value

$3.94 Million

Previous $10,000 39060.0%

% of portfolio

0.15%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$59.5 - $67.14 $3.51 Million - $3.96 Million	59,004 Added 34708.24%	59,174 $3.92 Million
Q2 2024 Jul 23, 2024	SELL	$56.16 - $61.72 $12,916 - $14,195	-230 Reduced 57.5%	170 $10,000
Q1 2024 May 03, 2024	BUY	$54.33 - $60.32 $12,495 - $13,873	230 Added 135.29%	400 $24,000
Q4 2021 Feb 09, 2022	BUY	$52.46 - $61.1 $8,918 - $10,387	170 New	170 $9,000
Q3 2018 Sep 07, 2021	SELL	$36.77 - $40.72 $3,860 - $4,275	-105 Closed	0 $0
Q2 2018 Sep 07, 2021	BUY	$32.13 - $38.66 $3,373 - $4,059	105 New	105 $3,000

Others Institutions Holding XSMO

# of Institutions

176

Shares Held

11.1M

Call Options Held

Put Options Held

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About INVESCO S&P SMALLCAP MOMENTUM

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Geneos Wealth Management Inc. Invesco S&P Smallcap Momentum Transaction History