Geneos Wealth Management Inc. Invesco Actively Mngd ETF Tr S Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Invesco Actively Mngd ETF Tr S stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 91,464 shares of PHDG stock, worth $3.49 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
91,464
Previous 91,696 0.25%
Holding current value
$3.49 Million
Previous $3.24 Million 5.29%
% of portfolio
0.09%
Previous 0.08%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
SELL
$35.21 - $37.43 $8,168 - $8,683
-232 Reduced 0.25%
91,464 $3.41 Million
Q2 2025

Aug 18, 2025
BUY
$33.15 - $36.46 $1.61 Million - $1.77 Million
48,598 Added 112.76%
91,696 $3.24 Million
Q1 2025

May 21, 2025
SELL
$36.16 - $38.77 $2.42 Million - $2.59 Million
-66,880 Reduced 60.81%
43,098 $1.57 Million
Q1 2025

May 07, 2025
BUY
$36.16 - $38.77 $2.46 Million - $2.63 Million
67,894 Added 161.33%
109,978 $4.01 Million
Q4 2024

Jan 21, 2025
BUY
$37.25 - $39.23 $105,641 - $111,256
2,836 Added 7.23%
42,084 $1.57 Million
Q3 2024

Nov 14, 2024
BUY
$36.86 - $39.26 $178,660 - $190,293
4,847 Added 14.09%
39,248 $1.5 Million
Q2 2024

Jul 23, 2024
BUY
$35.07 - $37.73 $99,002 - $106,511
2,823 Added 8.94%
34,401 $1.29 Million
Q1 2024

May 03, 2024
BUY
$33.57 - $36.78 $112,795 - $123,580
3,360 Added 11.91%
31,578 $1.16 Million
Q4 2023

Jan 26, 2024
BUY
$31.07 - $34.25 $876,733 - $966,466
28,218 New
28,218 $965,000
Q4 2020

May 19, 2021
SELL
$31.9 - $33.83 $16,747 - $17,760
-525 Closed
0 $0
Q2 2020

Sep 07, 2021
BUY
$28.31 - $31.89 $14,862 - $16,742
525 New
525 $16,000

Others Institutions Holding PHDG

# of Institutions
52
Shares Held
1.92M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ACTIVELY MNGD ETF TR S

PHDG Quotes by TradingView
  • Ticker PHDG
  • Sector ETFs
  • Industry ETFs
More about PHDG
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