Geneos Wealth Management Inc. Trims Stock Holdings in Invesco …

Jan 29, 2025  · Geneos Wealth Management Inc. lessened its stake in shares of Invesco Dorsey Wright Momentum ETF (NASDAQ:PDP – Free Report) by 4.4% in the fourth quarter, …


Install CouponFollow Chrome Extension   CouponFollow Extension

4%
OFF

Geneos Wealth Management Inc. Trims Stock Holdings In Invesco …

2 weeks from now

Jan 29, 2025  · Geneos Wealth Management Inc. lessened its stake in shares of Invesco Dorsey Wright Momentum ETF (NASDAQ:PDP – Free Report) by 4.4% in the fourth quarter, …

etfdailynews.com

6%
OFF

Geneos Wealth Management Inc. Trims Holdings In Invesco Global …

2 weeks from now

5 days ago  · Geneos Wealth Management Inc. lowered its holdings in Invesco Global Water ETF (NASDAQ:PIO – Free Report) by 73.6% in the 4th quarter, according to the company in its …

americanbankingnews.com

29%
OFF

Geneos Wealth Management Inc. Decreases Holdings In Invesco …

2 weeks from now

Jan 30, 2025  · Geneos Wealth Management Inc. owned about 0.29% of Invesco Dorsey Wright Consumer Staples Momentum ETF worth $265,000 as of its most recent filing with the …

etfdailynews.com

$299000
OFF

Geneos Wealth Management Inc. Acquires 228 Shares Of Invesco …

2 weeks from now

Jan 30, 2025  · Geneos Wealth Management Inc.’s holdings in Invesco Aerospace & Defense ETF were worth $299,000 as of its most recent filing with the Securities and Exchange Commission.

etfdailynews.com

8%
OFF

Invesco QQQ (NASDAQ:QQQ) Shares Sold By Geneos Wealth …

2 weeks from now

Jan 26, 2025  · Geneos Wealth Management Inc. lowered its position in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 8.8% during the fourth quarter, according to its most recent …

marketbeat.com

6%
OFF

Geneos Wealth Management Inc. Trims Stake In Alphabet Inc

2 weeks from now

Jan 31, 2025  · Geneos Wealth Management Inc. lowered its stake in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 2.6% during the 4th quarter, according to the company in …

marketbeat.com

1%
OFF

Geneos Wealth Management Inc. Cuts Position In Alphabet

2 weeks from now

Jan 28, 2025  · Geneos Wealth Management Inc. lowered its position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 9.1% in the fourth quarter, according to its most recent …

marketbeat.com

1%
OFF

Geneos Wealth Management Inc. Trims Holdings In Invesco S&P …

2 weeks from now

Jul 11, 2024  · Geneos Wealth Management Inc. trimmed its stake in shares of Invesco S&P SmallCap 600 Revenue ETF (NYSEARCA:RWJ – Free Report) by 7.1% during the first …

mayfieldrecorder.com

5%
OFF

Geneos Wealth Management Inc. Trims Stake In Invesco Global …

2 weeks from now

Apr 16, 2024  · Geneos Wealth Management Inc. lowered its stake in Invesco Global Water ETF (NASDAQ:PIO – Free Report) by 19.5% during the 4th quarter, according to its most recent …

americanbankingnews.com

7%
OFF

Geneos Wealth Management Inc. Trims Position In T. Rowe Price …

2 weeks from now

5 days ago  · Geneos Wealth Management Inc. decreased its position in shares of T. Rowe Price Blue Chip Growth ETF (NYSEARCA:TCHP – Free Report) by 35.7% during the fourth quarter, …

americanbankingnews.com

8%
OFF

Geneos Wealth Management Inc. Cuts Position In Invesco QQQ

2 weeks from now

Jan 26, 2025  · Geneos Wealth Management Inc. lowered its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 8.8% during the fourth quarter, according to the company …

techdows.com

9%
OFF

Geneos Wealth Management Inc. Cuts Stock Position In Moderna, …

2 weeks from now

5 days ago  · Geneos Wealth Management Inc. decreased its holdings in shares of Moderna, Inc. (NASDAQ:MRNA – Free Report) by 57.9% during the fourth quarter, HoldingsChannel reports. …

americanbankingnews.com

$254000
OFF

Geneos Wealth Management Inc. Boosts Position In Invesco …

2 weeks from now

Jan 30, 2025  · Geneos Wealth Management Inc.’s holdings in Invesco BulletShares 2031 Corporate Bond ETF were worth $254,000 as of its most recent filing with the Securities and …

etfdailynews.com

$301000
OFF

Geneos Wealth Management Inc. Invests $301,000 In Invesco …

2 weeks from now

Jan 30, 2025  · Geneos Wealth Management Inc. bought a new stake in Invesco BulletShares 2030 Corporate Bond ETF (NASDAQ:BSCU – Free Report) in the fourth quarter, according to …

etfdailynews.com

$27000
OFF

Geneos Wealth Management Inc. Invests $27,000 In BlackRock …

2 weeks from now

5 days ago  · Geneos Wealth Management Inc. acquired a new stake in BlackRock Multi-Sector Income Trust (NYSE:BIT – Free Report) during the fourth quarter, according to its most recent …

americanbankingnews.com

$153000
OFF

Geneos Wealth Management Inc. Decreases Stake In Invesco S&P …

2 weeks from now

Jan 31, 2025  · Geneos Wealth Management Inc.’s holdings in Invesco S&P MidCap Quality ETF were worth $153,000 at the end of the most recent reporting period. Other large investors …

etfdailynews.com

9%
OFF

Geneos Wealth Management Inc. Has $36,000 Holdings In Vimeo, …

2 weeks from now

5 days ago  · Geneos Wealth Management Inc. decreased its position in shares of Vimeo, Inc. (NASDAQ:VMEO – Free Report) by 32.9% in the 4th quarter, according to its most recent …

americanbankingnews.com

5%
OFF

Geneos Wealth Management Inc. Cuts Stock Holdings In Barrick …

2 weeks from now

5 days ago  · Geneos Wealth Management Inc. lowered its position in Barrick Gold Corp (NYSE:GOLD – Free Report) (TSE:ABX) by 35.5% in the 4th quarter, according to the …

americanbankingnews.com

FAQs about Geneos Wealth Management Inc. Trims Stock Holdings in Invesco … Coupon?

Did geneos invest in Invesco bulletshares 2032 corporate bond ETF?

Geneos Wealth Management Inc. bought a new position in shares of Invesco BulletShares 2032 Corporate Bond ETF (NASDAQ:BSCW – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 3,480 shares of the company’s stock, valued at approximately $70,000. ...

Who is geneos wealth management?

Geneos Wealth Management manages $5.2 billion and provides investment advisory services for 23,471 clients (1:117 advisor/client ratio). 9635 Maroon Circle, Suite 100. Englewood, CO 80112 Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. ...

Who owns Invesco Dorsey Wright momentum ETF?

Geneos Wealth Management Inc. owned approximately 0.05% of Invesco Dorsey Wright Momentum ETF worth $681,000 as of its most recent filing with the Securities and Exchange Commission. Several other institutional investors have also recently added to or reduced their stakes in PDP. ...

Install CouponFollow Extension on Chrome

Install the CouponFollow extension to search for discount codes when shopping the fastest!

Install CouponFollow Chrome Extension   Install CouponFollow Chrome Extension