Geneos Wealth Management Inc. Invesco S&P Smallcap Momentum Transaction History
Geneos Wealth Management Inc.
- $2.24 Billion
- Q2 2024
A detailed history of Geneos Wealth Management Inc. transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 170 shares of XSMO stock, worth $10,640. This represents 0.0% of its overall portfolio holdings.
Number of Shares
170
Previous 400
57.5%
Holding current value
$10,640
Previous $24,000
58.33%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding XSMO
# of Institutions
110Shares Held
5.36MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.15MShares$71.7 Million0.04% of portfolio
-
Steward Partners Investment Advisory, LLC426KShares$26.6 Million0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA290KShares$18.1 Million0.0% of portfolio
-
Morgan Stanley New York, NY208KShares$13 Million0.0% of portfolio
-
Focus Financial Network, Inc. Minneapolis, MN201KShares$12.6 Million0.56% of portfolio