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 2,413 shares of XMMO stock, worth $270,569. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,413
Previous 5,098 52.67%
Holding current value
$270,569
Previous $585,000 52.99%
% of portfolio
0.01%
Previous 0.03%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

SELL
$106.61 - $117.53 $286,247 - $315,568
-2,685 Reduced 52.67%
2,413 $275,000
Q1 2024

May 03, 2024

BUY
$87.09 - $114.86 $277,033 - $365,369
3,181 Added 165.94%
5,098 $585,000
Q4 2023

Jan 26, 2024

SELL
$74.81 - $90.45 $29,250 - $35,365
-391 Reduced 16.94%
1,917 $172,000
Q3 2023

Oct 11, 2023

SELL
$78.48 - $83.27 $210,247 - $223,080
-2,679 Reduced 53.72%
2,308 $185,000
Q2 2023

Aug 08, 2023

BUY
$72.7 - $79.52 $37,004 - $40,475
509 Added 11.37%
4,987 $396,000
Q1 2023

Apr 25, 2023

SELL
$71.28 - $79.98 $6,914 - $7,758
-97 Reduced 2.12%
4,478 $338,000
Q4 2022

Jan 30, 2023

BUY
$74.16 - $80.8 $1,409 - $1,535
19 Added 0.42%
4,575 $344,000
Q3 2022

Nov 14, 2022

SELL
$69.9 - $83.42 $27,191 - $32,450
-389 Reduced 7.87%
4,556 $317,000
Q2 2022

Jul 22, 2022

BUY
$70.2 - $89.17 $58,968 - $74,902
840 Added 20.46%
4,945 $351,000
Q1 2022

May 16, 2022

BUY
$79.16 - $91.92 $93,962 - $109,109
1,187 Added 40.68%
4,105 $354,000
Q4 2021

Feb 09, 2022

SELL
$84.73 - $96.52 $9,150 - $10,424
-108 Reduced 3.57%
2,918 $265,000
Q3 2021

Nov 09, 2021

BUY
$81.13 - $88.42 $31,802 - $34,660
392 Added 14.88%
3,026 $259,000
Q2 2021

Jul 08, 2021

BUY
$79.62 - $88.93 $24,045 - $26,856
302 Added 12.95%
2,634 $225,000
Q1 2021

Jun 17, 2021

BUY
$77.23 - $88.03 $43,248 - $49,296
560 Added 31.6%
2,332 $199,000
Q4 2020

May 19, 2021

SELL
$67.23 - $79.47 $11,765 - $13,907
-175 Reduced 8.99%
1,772 $146,000
Q3 2020

Sep 07, 2021

BUY
$59.07 - $67.94 $2,067 - $2,377
35 Added 1.83%
1,947 $123,000
Q1 2020

Sep 07, 2021

BUY
$41.08 - $65.22 $30,522 - $48,458
743 Added 63.56%
1,912 $92,000
Q4 2019

Sep 07, 2021

BUY
$57.04 - $61.25 $18,823 - $20,212
330 Added 39.33%
1,169 $71,000
Q3 2019

Sep 07, 2021

BUY
$56.76 - $60.28 $9,251 - $9,825
163 Added 24.11%
839 $48,000
Q1 2019

Sep 07, 2021

BUY
$43.61 - $57.2 $29,480 - $38,667
676 New
676 $38,000

Others Institutions Holding XMMO

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker XMMO
  • Sector ETFs
  • Industry ETFs
More about XMMO
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.