Geneos Wealth Management Inc. Starboard Invt Tr Transaction History

Geneos Wealth Management Inc.

$2.24 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 26, 2024	BUY	$21.93 - $24.42 $723 - $805	33 New	33 $0
Q1 2022 May 16, 2022	BUY	$22.5 - $25.52 $31,635 - $35,881	1,406 New	1,406 $33,000

Others Institutions Holding AGOX

# of Institutions

44

Shares Held

8.72M

Call Options Held

0

Put Options Held

0

Kestra Advisory Services, LLC

1.65M
Shares

$47.5 Million
0.26% of portfolio
Ameritas Advisory Services, LLC Lincoln, NE

1.49M
Shares

$42.8 Million
1.61% of portfolio
Kestra Private Wealth Services, LLC

810K
Shares

$23.3 Million
0.46% of portfolio
Octavia Wealth Advisors, LLC

749K
Shares

$21.6 Million
2.85% of portfolio
Envestnet Asset Management Inc

506K
Shares

$14.6 Million
0.01% of portfolio

About STARBOARD INVT TR

Ticker AGOX
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