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Invesco Dwa Energy Momentum Etf dwa finl mumt shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Invesco Dwa Energy Momentum Etf dwa finl mumt (PFI) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Invesco Dwa Energy Momentum Etf dwa finl mumt

Tip: Access up to 7 years of quarterly data

All positions including Invesco Dwa Energy Momentum Etf dwa finl mumt held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Dwa Energy Momentum Etf dwa finl mumt by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $29k 600 48.84
2024-03-31 $30k 600 49.71
2023-12-31 $27k 600 44.97
2023-09-30 $25k 600 41.40
2023-06-30 $25k 600 42.08
2023-03-31 $24k 600 39.85
2022-12-31 $24k 600 40.74
2022-09-30 $22k 600 36.67
2022-06-30 $24k 600 40.00
2022-03-31 $29k 600 48.33
2021-12-31 $32k 600 53.33
2021-09-30 $32k 600 53.33
2021-06-30 $30k 600 50.00
2021-03-31 $30k 600 50.00
2020-12-31 $29k 600 48.33
2020-09-30 $21k 600 35.00
2020-06-30 $20k 600 33.33
2020-03-31 $17k 600 28.33
2019-12-31 $23k 600 38.33
2019-09-30 $22k 600 36.67
2019-06-30 $22k 600 36.67
2019-03-31 $20k 600 33.33
2018-12-31 $16k 600 26.67
2018-09-30 $20k 600 33.33
2018-06-30 $20k 600 33.33

More positions owned by Geneos Wealth Management

Spdr S P 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr Russell 3000 Etf (IWV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core 1 5 Yr Usd (ISTB)

View all positions for Geneos Wealth Management

Top funds holding Invesco Dwa Energy Momentum Etf dwa finl mumt

Transamerica Financial Advisors
Janney Montgomery Scott
Bank of America Corporation
Morgan Stanley
Silver Oak Securities
Cambridge Investment Research Advisors
Genesee Capital Advisors
LPL Financial
Advisor Group Holdings
SPC Financial
SignalPoint Asset Management
Unique Wealth Strategies
Goldman Sachs Group
Asset Dedication
Sensible Money

View all funds holding Invesco Dwa Energy Momentum Etf dwa finl mumt