Geneos Wealth Management Inc. Invesco Act Mng ETF Tr Bal Mul Transaction History

Geneos Wealth Management Inc.

$2.24 Billion
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 08, 2023	SELL	$14.7 - $15.05 $26,709 - $27,345	-1,817 Reduced 17.94%	8,311 $122,000
Q1 2023 Apr 25, 2023	SELL	$14.51 - $15.36 $3,612 - $3,824	-249 Reduced 2.4%	10,128 $150,000
Q3 2022 Nov 14, 2022	SELL	N/A	-9,100 Reduced 46.72%	10,377 $142,000
Q2 2022 Jul 22, 2022	BUY	N/A	1,937 Added 11.04%	19,477 $0
Q1 2022 May 16, 2022	BUY	N/A	9,100 Added 107.82%	17,540 $286,000
Q3 2021 Nov 09, 2021	SELL	N/A	-680 Reduced 7.46%	8,440 $140,000
Q4 2020 May 19, 2021	BUY	N/A	261 Added 2.95%	9,120 $145,000
Q3 2020 Sep 07, 2021	BUY	N/A	1,150 Added 14.92%	8,859 $119,000
Q2 2020 Sep 07, 2021	BUY	N/A	1,229 Added 18.97%	7,709 $100,000
Q3 2019 Sep 07, 2021	BUY	N/A	2,471 Added 61.64%	6,480 $90,000
Q2 2019 Sep 07, 2021	BUY	N/A	4,009 New	4,009 $56,000

Others Institutions Holding PSMB

# of Institutions

1

Shares Held

100

Call Options Held

0

Put Options Held

0

American Portfolios Advisors Holbrook, NY

100
Shares

$0
0.0% of portfolio

About INVESCO ACT MNG ETF TR BAL MUL

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