Geneos Wealth Management Inc. Alps ETF Tr Clean Energy ETF Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Alps ETF Tr Clean Energy ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 245 shares of ACES stock, worth $9,143. This represents 0.0% of its overall portfolio holdings.

Number of Shares
245
Previous 245 -0.0%
Holding current value
$9,143
Previous $5,000 20.0%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 25, 2023
SELL
$42.88 - $54.21 $2,144 - $2,710
-50 Reduced 16.95%
245 $11,000
Q3 2021

Nov 09, 2021
BUY
$65.61 - $75.33 $3,280 - $3,766
50 Added 20.41%
295 $19,000
Q2 2021

Jul 08, 2021
BUY
$61.84 - $78.24 $15,150 - $19,168
245 New
245 $18,000
Q4 2020

May 19, 2021
SELL
$55.21 - $80.15 $27,328 - $39,674
-495 Closed
0 $0
Q3 2020

Sep 07, 2021
BUY
$39.33 - $55.43 $39 - $55
1 Added 0.2%
495 $25,000
Q2 2020

Sep 07, 2021
BUY
$26.65 - $39.82 $53 - $79
2 Added 0.41%
494 $18,000
Q1 2020

Sep 07, 2021
BUY
$24.46 - $43.52 $12,034 - $21,411
492 New
492 $13,000

Others Institutions Holding ACES

# of Institutions
45
Shares Held
2.02M
Call Options Held
0
Put Options Held
0
View Full List

About ALPS ETF TR CLEAN ENERGY ETF

ACES Quotes by TradingView
  • Ticker ACES
  • Sector ETFs
  • Industry ETFs
More about ACES
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