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Invesco Financial Preferred Et other shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Invesco Financial Preferred Et other (PGF) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Invesco Financial Preferred Et other

Tip: Access up to 7 years of quarterly data

All positions including Invesco Financial Preferred Et other 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 Financial Preferred Et other by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.2k 150 14.58
2023-09-30 $2.1k 150 14.06
2023-06-30 $2.2k 150 14.35
2023-03-31 $2.2k 150 14.52
2022-12-31 $2.2k 150 14.40
2022-09-30 $2.0k 150 13.33
2022-06-30 $12k 793 15.13
2022-03-31 $31k 1.8k 16.82
2021-12-31 $34k 1.8k 18.46
2021-09-30 $34k 1.8k 18.46
2021-06-30 $43k 2.2k 19.18
2021-03-31 $42k 2.2k 18.73
2020-12-31 $42k 2.2k 18.73
2020-09-30 $39k 2.1k 18.64
2020-06-30 $37k 2.1k 17.69
2020-03-31 $34k 2.1k 16.25
2019-12-31 $39k 2.1k 18.64
2019-09-30 $51k 2.7k 18.73
2019-06-30 $50k 2.7k 18.40
2019-03-31 $49k 2.7k 18.09
2018-12-31 $31k 1.8k 16.78
2018-09-30 $33k 1.8k 17.92
2018-06-30 $52k 2.8k 18.30

More positions owned by Geneos Wealth Management

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

View all positions for Geneos Wealth Management

Top funds holding Invesco Financial Preferred Et other

Bank of America Corporation
Rfg Holdings
Wells Fargo & Company
Private Advisor
Evoke Wealth
UBS Group
Strategic Wealth Designers
Cim
Royal Bank of Canada
North Star Investment Management
Jane Street
Investors Research Corp
Prospera Financial Services
Stifel Financial
Advisor Group Holdings

View all funds holding Invesco Financial Preferred Et other