Geneos Wealth Management Inc. Global X Funds Global X Altern Transaction History

Geneos Wealth Management Inc.

$3.77 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Sep 07, 2021	SELL	$7.74 - $12.29 $11,610 - $18,435	-1,500 Closed	0 $0
Q3 2019 Sep 07, 2021	BUY	$14.46 - $15.15 $21,690 - $22,725	1,500 New	1,500 $22,000

Others Institutions Holding ALTY

# of Institutions

24

Shares Held

1.33M

Call Options Held

0

Put Options Held

0

Andesa Financial Management Inc.

465K
Shares

$5.57 Million
1.56% of portfolio
Lpl Financial LLC Fort Mill, SC

393K
Shares

$4.71 Million
0.0% of portfolio
Eudaimonia Partners, LLC Winchester, TN

71.4K
Shares

$855,288
0.2% of portfolio
Kingswood Wealth Advisors, LLC San Diego, CA

61.3K
Shares

$734,865
0.04% of portfolio
Eudaimonia Advisors LLC Winchester, TN

43.7K
Shares

$522,998
0.27% of portfolio

About GLOBAL X FUNDS GLOBAL X ALTERN

Ticker ALTY
Sector ETFs
Industry ETFs

More about ALTY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.