Geneos Wealth Management Inc. Invesco Exchange Traded Fd Tr Transaction History

Geneos Wealth Management Inc.

$2.24 Billion
Q2 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 150 shares of PBJ stock, worth $7,125. This represents 0.0% of its overall portfolio holdings.

Number of Shares

150

Previous 250 40.0%

Holding current value

$7,125

Previous $12,000 50.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 23, 2024	SELL	$44.92 - $48.51 $4,492 - $4,851	-100 Reduced 40.0%	150 $6,000
Q3 2022 Nov 14, 2022	SELL	$43.07 - $47.58 $8,614 - $9,516	-200 Reduced 44.44%	250 $10,000
Q3 2020 Sep 07, 2021	SELL	$31.06 - $34.99 $4,659 - $5,248	-150 Reduced 25.0%	450 $14,000
Q1 2020 Sep 07, 2021	SELL	$25.25 - $34.35 $10,100 - $13,740	-400 Reduced 40.0%	600 $16,000
Q3 2019 Sep 07, 2021	SELL	$33.58 - $35.65 $5,876 - $6,238	-175 Reduced 14.89%	1,000 $34,000
Q2 2019 Sep 07, 2021	BUY	$32.37 - $34.19 $5,664 - $5,983	175 Added 17.5%	1,175 $39,000
Q4 2018 Sep 07, 2021	SELL	$28.6 - $33.61 $14,300 - $16,805	-500 Reduced 33.33%	1,000 $29,000
Q3 2018 Sep 07, 2021	BUY	$31.98 - $33.73 $9,594 - $10,118	300 Added 25.0%	1,500 $48,000
Q2 2018 Sep 07, 2021	BUY	$31.49 - $33.82 $37,788 - $40,584	1,200 New	1,200 $39,000

Others Institutions Holding PBJ

# of Institutions

Shares Held

913K

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker PBJ
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Geneos Wealth Management Inc. Invesco Exchange Traded Fd Tr Transaction History