Geneos Wealth Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Geneos Wealth Management’s Portfolio PKW Stock Details PKW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$794K	Buy	6,053 +3,825	+172%	+$519K	0.02%	563
2025 Q4	$299K	Buy	2,228 +1,228	+123%	+$162K	0.01%	803
2025 Q3	$132K	Hold	1,000	–	–	﹤0.01%	1032
2025 Q2	$124K	Sell	1,000 -1,000	-50%	-$114K	﹤0.01%	1165
2025 Q1	$225K	Buy	2,000 +1,000	+100%	+$116K	﹤0.01%	1180
2024 Q4	$115K	Hold	1,000	–	–	﹤0.01%	1014
2024 Q3	$115K	Sell	1,000 -300	-23%	-$32.5K	﹤0.01%	928
2024 Q2	$135K	Hold	1,300	–	–	0.01%	797
2024 Q1	$141K	Sell	1,300 -150	-10%	-$15.2K	0.01%	780
2023 Q4	$144K	Sell	1,450 -11,804	-89%	-$1.08M	0.01%	752
2023 Q3	$1.19M	Buy	13,254 +11,783	+801%	+$1.08M	0.06%	288
2023 Q2	$132K	Buy	1,471 +21	+1%	+$1.79K	0.01%	797
2023 Q1	$123K	Sell	1,450 -21	-1%	-$1.84K	0.01%	783
2022 Q4	$126K	Sell	1,471 -100	-6%	-$8.43K	0.01%	773
2022 Q3	$116K	Sell	1,571 -1,175	-43%	-$95.7K	0.01%	758
2022 Q2	$215K	Hold	2,746	–	–	0.01%	726
2022 Q1	$248K	Buy	2,746 +925	+51%	+$84.9K	0.01%	722
2021 Q4	$175K	Sell	1,821 -110	-6%	-$10.4K	0.01%	927
2021 Q3	$176K	Hold	1,931	–	–	0.01%	917
2021 Q2	$176K	Sell	1,931 -9,012	-82%	-$801K	0.01%	905
2021 Q1	$959K	Buy	10,943 +435	+4%	+$34.5K	0.03%	433
2020 Q4	$703K	Buy	10,508 +8,306	+377%	+$552K	0.03%	450
2020 Q3	$130K	Hold	2,202	–	–	0.01%	838
2020 Q2	$122K	Sell	2,202 -51	-2%	-$2.78K	0.01%	829
2020 Q1	$109K	Sell	2,253 -96	-4%	-$5.96K	0.01%	805
2019 Q4	$162K	Buy	2,349 +96	+4%	+$6.32K	0.01%	777
2019 Q3	$140K	Sell	2,253 -700	-24%	-$43.6K	0.01%	775
2019 Q2	$184K	Sell	2,953 -500	-14%	-$30.8K	0.01%	699
2019 Q1	$205K	Sell	3,453 -3,706	-52%	-$214K	0.01%	631
2018 Q4	$377K	Buy	7,159 +1,053	+17%	+$60.2K	0.03%	437
2018 Q3	$372K	Sell	6,106 -662	-10%	-$39.5K	0.02%	453
2018 Q2	$384K	Buy	+6,768	New	+$389K	0.03%	378