Geneos Wealth Management Inc. Invesco ETF Transaction History

Geneos Wealth Management Inc.

$3.65 Billion
Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in Invesco ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 67,236 shares of EQAL stock, worth $3.09 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

67,236

Previous 56,836 18.3%

Holding current value

$3.09 Million

Previous $2.75 Million 15.74%

% of portfolio

0.09%

Previous 0.1%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$46.28 - $50.51 $481,312 - $525,304	10,400 Added 18.3%	67,236 $3.18 Million
Q4 2024 Jan 21, 2025	SELL	$48.01 - $51.95 $19,492 - $21,091	-406 Reduced 0.71%	56,836 $2.75 Million
Q3 2024 Nov 14, 2024	BUY	$44.26 - $48.66 $122,777 - $134,982	2,774 Added 5.09%	57,242 $2.78 Million
Q2 2024 Jul 23, 2024	BUY	$43.33 - $46.19 $499,334 - $532,293	11,524 Added 26.83%	54,468 $2.43 Million
Q1 2024 May 03, 2024	BUY	$42.52 - $46.19 $289,986 - $315,015	6,820 Added 18.88%	42,944 $1.98 Million
Q4 2023 Jan 26, 2024	BUY	$37.43 - $44.39 $158,927 - $188,479	4,246 Added 13.32%	36,124 $1.59 Million
Q3 2023 Oct 11, 2023	BUY	$39.54 - $43.68 $83,982 - $92,776	2,124 Added 7.14%	31,878 $1.27 Million
Q2 2023 Aug 08, 2023	BUY	$39.2 - $41.87 $86,240 - $92,114	2,200 Added 7.98%	29,754 $1.24 Million
Q1 2023 Apr 25, 2023	BUY	$38.83 - $44.8 $66,360 - $76,563	1,709 Added 6.61%	27,554 $1.13 Million
Q4 2022 Jan 30, 2023	BUY	$37.07 - $42.64 $93,824 - $107,921	2,531 Added 10.86%	25,845 $1.04 Million
Q3 2022 Nov 14, 2022	BUY	$36.94 - $44.79 $59,953 - $72,694	1,623 Added 7.48%	23,314 $861,000
Q2 2022 Jul 22, 2022	BUY	$38.38 - $47.14 $424,981 - $521,981	11,073 Added 104.29%	21,691 $851,000
Q1 2022 May 16, 2022	BUY	$43.29 - $47.7 $87,099 - $95,972	2,012 Added 23.38%	10,618 $493,000
Q4 2021 Feb 09, 2022	BUY	$44.28 - $48.05 $131,644 - $142,852	2,973 Added 52.78%	8,606 $407,000
Q3 2021 Nov 09, 2021	BUY	$43.76 - $46.81 $63,889 - $68,342	1,460 Added 34.99%	5,633 $254,000
Q2 2021 Jul 08, 2021	BUY	$43.47 - $46.48 $86,070 - $92,030	1,980 Added 90.29%	4,173 $191,000
Q4 2020 May 19, 2021	SELL	$32.08 - $38.99 $27,749 - $33,726	-865 Reduced 28.29%	2,193 $94,000
Q2 2020 Sep 07, 2021	SELL	$23.01 - $34.32 $3,267 - $4,873	-142 Reduced 4.44%	3,058 $90,000
Q1 2020 Sep 07, 2021	SELL	$20.58 - $34.82 $34,780 - $58,845	-1,690 Reduced 34.56%	3,200 $76,000
Q4 2019 Sep 07, 2021	BUY	$30.82 - $34.3 $5,393 - $6,002	175 Added 3.71%	4,890 $167,000
Q1 2019 Sep 07, 2021	SELL	$27.5 - $32.35 $4,950 - $5,823	-180 Reduced 3.68%	4,715 $151,000
Q2 2018 Sep 07, 2021	BUY	$29.87 - $32.26 $146,213 - $157,912	4,895 New	4,895 $155,000

Others Institutions Holding EQAL

# of Institutions

Shares Held

6.04M

Call Options Held

Put Options Held

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About INVESCO ETF

Ticker EQAL
Sector ETFs
Industry ETFs

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Geneos Wealth Management Inc. Invesco ETF Transaction History