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

Jul 23, 2024

SELL
$56.16 - $61.72 $12,916 - $14,195
-230 Reduced 57.5%
170 $10,000
Q1 2024

May 03, 2024

BUY
$54.33 - $60.32 $12,495 - $13,873
230 Added 135.29%
400 $24,000
Q4 2021

Feb 09, 2022

BUY
$52.46 - $61.1 $8,918 - $10,387
170 New
170 $9,000
Q3 2018

Sep 07, 2021

SELL
$36.77 - $40.72 $3,860 - $4,275
-105 Closed
0 $0
Q2 2018

Sep 07, 2021

BUY
$32.13 - $38.66 $3,373 - $4,059
105 New
105 $3,000

Others Institutions Holding XSMO

About INVESCO S&P SMALLCAP MOMENTUM


  • Ticker XSMO
  • Sector ETFs
  • Industry ETFs
More about XSMO
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