Geneos Wealth Management Inc. Apple Inc. Transaction History

Geneos Wealth Management Inc.

  • $2.17 Billion
  • Q1 2024

A detailed history of Geneos Wealth Management Inc. transactions in Apple Inc. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 173,470 shares of AAPL stock, worth $36.5 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares
173,470
Previous 182,348 4.87%
Holding current value
$36.5 Million
Previous $35.1 Million 15.27%
% of portfolio
1.37%
Previous 1.74%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
SELL
$169.0 - $195.18 $1.5 Million - $1.73 Million
-8,878 Reduced 4.87%
173,470 $29.7 Million
Q4 2023

Jan 26, 2024
SELL
$166.89 - $198.11 $4.12 Million - $4.89 Million
-24,676 Reduced 11.92%
182,348 $35.1 Million
Q3 2023

Oct 11, 2023
SELL
$170.43 - $196.45 $58.1 Million - $67 Million
-341,006 Reduced 62.22%
207,024 $35.4 Million
Q2 2023

Aug 08, 2023
BUY
$160.1 - $193.97 $56.1 Million - $68 Million
350,639 Added 177.64%
548,030 $106 Million
Q1 2023

Apr 25, 2023
SELL
$125.02 - $164.9 $3.47 Million - $4.58 Million
-27,778 Reduced 12.34%
197,391 $32.5 Million
Q4 2022

Jan 30, 2023
SELL
$126.04 - $155.74 $48,525 - $59,959
-385 Reduced 0.17%
225,169 $29.3 Million
Q3 2022

Nov 14, 2022
SELL
$138.2 - $174.55 $37.9 Million - $47.8 Million
-274,066 Reduced 54.85%
225,554 $31.2 Million
Q2 2022

Jul 22, 2022
SELL
$130.06 - $178.44 $1.29 Million - $1.77 Million
-9,919 Reduced 1.95%
499,620 $68.3 Million
Q1 2022

May 16, 2022
SELL
$150.62 - $182.01 $7.67 Million - $9.27 Million
-50,954 Reduced 9.09%
509,539 $89 Million
Q4 2021

Feb 09, 2022
SELL
$139.14 - $180.33 $6.4 Million - $8.3 Million
-46,026 Reduced 7.59%
560,493 $99.5 Million
Q3 2021

Nov 09, 2021
SELL
$137.27 - $156.69 $3.41 Million - $3.89 Million
-24,843 Reduced 3.93%
606,519 $86.5 Million
Q2 2021

Jul 08, 2021
SELL
$122.77 - $136.96 $13.1 Million - $14.7 Million
-107,009 Reduced 14.49%
631,362 $88.4 Million
Q1 2021

Jun 17, 2021
BUY
$116.36 - $143.16 $6.1 Million - $7.51 Million
52,441 Added 7.65%
738,371 $97.1 Million
Q4 2020

May 19, 2021
BUY
$108.77 - $136.69 $9.5 Million - $11.9 Million
87,385 Added 14.6%
685,930 $72.4 Million
Q3 2020

Sep 07, 2021
BUY
$91.03 - $134.18 $40.9 Million - $60.3 Million
449,758 Added 302.28%
598,545 $67.2 Million
Q2 2020

Sep 07, 2021
SELL
$60.23 - $91.63 $150,514 - $228,983
-2,499 Reduced 1.65%
148,787 $52.6 Million
Q1 2020

Sep 07, 2021
BUY
$56.09 - $81.8 $70,897 - $103,395
1,264 Added 0.84%
151,286 $37.5 Million
Q4 2019

Sep 07, 2021
SELL
$54.74 - $73.41 $280,597 - $376,299
-5,126 Reduced 3.3%
150,022 $43.5 Million
Q3 2019

Sep 07, 2021
SELL
$48.33 - $55.99 $217,919 - $252,458
-4,509 Reduced 2.82%
155,148 $33.9 Million
Q2 2019

Sep 07, 2021
SELL
$43.33 - $52.94 $171,716 - $209,801
-3,963 Reduced 2.42%
159,657 $31.6 Million
Q1 2019

Sep 07, 2021
SELL
$35.55 - $48.77 $141,133 - $193,616
-3,970 Reduced 2.37%
163,620 $31.1 Million
Q4 2018

Sep 07, 2021
SELL
$36.71 - $58.02 $18,465 - $29,184
-503 Reduced 0.3%
167,590 $26.2 Million
Q3 2018

Sep 07, 2021
BUY
$45.98 - $57.09 $483,479 - $600,301
10,515 Added 6.67%
168,093 $37.9 Million
Q2 2018

Sep 07, 2021
SELL
$40.58 - $48.49 $400,402 - $478,450
-9,867 Reduced 5.89%
157,578 $29.2 Million
Q1 2018

Sep 07, 2021
SELL
$38.79 - $45.43 $157,099 - $183,991
-4,050 Reduced 2.36%
167,445 $28.1 Million
Q4 2017

Sep 07, 2021
BUY
$38.37 - $44.1 $240,695 - $276,639
6,273 Added 3.8%
171,495 $29 Million
Q3 2017

Sep 07, 2021
BUY
$37.18 - $41.01 $2,267 - $2,501
61 Added 0.04%
165,222 $25.5 Million
Q2 2017

Sep 07, 2021
BUY
N/A
3,959 Added 2.46%
165,161 $23.8 Million
Q1 2017

Sep 07, 2021
BUY
N/A
15,130 Added 10.36%
161,202 $23.2 Million
Q4 2016

Sep 07, 2021
SELL
N/A
-5,272 Reduced 3.48%
146,072 $16.9 Million
Q3 2016

Sep 07, 2021
SELL
N/A
-1,104 Reduced 0.72%
151,344 $17.1 Million
Q2 2016

Sep 07, 2021
SELL
N/A
-4,790 Reduced 3.05%
152,448 $14.6 Million
Q1 2016

Sep 07, 2021
BUY
N/A
157,238
157,238 $17.3 Million

Others Institutions Holding AAPL

# of Institutions
5,484
Shares Held
8.82B
Call Options Held
157M
Put Options Held
155M
View Full List

About Apple Inc.

AAPL Quotes by TradingView
  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.38T
  • Description
  • Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. It also sells various related services. In addition, the company offers iPhone, a line of smartphones; Mac, a line of personal computers; iPad, a line of multi-purpose tablets; AirPods Max, an over-ear wireless headphone;...
More about AAPL
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