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

Geneos Wealth Management Inc.

$3.92 Billion
Q2 2025

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 69,457 shares of XSMO stock, worth $5.06 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

69,457

Previous 65,051 6.77%

Holding current value

$5.06 Million

Previous $4.08 Million 15.76%

% of portfolio

0.12%

Previous 0.14%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	BUY	$55.15 - $68.11 $242,990 - $300,092	4,406 Added 6.77%	69,457 $4.72 Million
Q1 2025 May 21, 2025	SELL	$59.97 - $70.03 $75,082 - $87,677	-1,252 Reduced 1.89%	65,051 $4.08 Million
Q1 2025 May 07, 2025	BUY	$59.97 - $70.03 $405,097 - $473,052	6,755 Added 11.34%	66,303 $4.16 Million
Q4 2024 Jan 21, 2025	BUY	$65.08 - $73.72 $24,339 - $27,571	374 Added 0.63%	59,548 $3.94 Million
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

244

Shares Held

18.4M

Call Options Held

21.9K

Put Options Held

View Full List

About INVESCO S&P SMALLCAP MOMENTUM

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