Geneos Wealth Management Inc. Ameriprise Financial Inc Transaction History

Geneos Wealth Management Inc.

$2.77 Billion
Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Ameriprise Financial Inc stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 348 shares of AMP stock, worth $171,591. This represents 0.01% of its overall portfolio holdings.

Number of Shares

348

Previous 354 1.69%

Holding current value

$171,591

Previous $166,000 11.45%

% of portfolio

0.01%

Previous 0.01%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$473.15 - $574.01 $2,838 - $3,444	-6 Reduced 1.69%	348 $185,000
Q3 2024 Nov 14, 2024	BUY	$391.53 - $469.81 $100,623 - $120,741	257 Added 264.95%	354 $166,000
Q2 2024 Jul 23, 2024	SELL	$407.69 - $442.22 $16,307 - $17,688	-40 Reduced 29.2%	97 $41,000
Q1 2024 May 03, 2024	BUY	$372.06 - $438.44 $18,603 - $21,922	50 Added 57.47%	137 $60,000
Q4 2023 Jan 26, 2024	BUY	$307.14 - $381.62 $1,842 - $2,289	6 Added 7.41%	87 $33,000
Q1 2023 Apr 25, 2023	SELL	$281.43 - $355.33 $62,196 - $78,527	-221 Reduced 73.18%	81 $24,000
Q4 2022 Jan 30, 2023	BUY	$257.84 - $332.52 $6,188 - $7,980	24 Added 8.63%	302 $94,000
Q3 2022 Nov 14, 2022	SELL	$223.12 - $291.83 $99,511 - $130,156	-446 Reduced 61.6%	278 $70,000
Q1 2022 May 16, 2022	SELL	$261.39 - $328.58 $14,637 - $18,400	-56 Reduced 7.18%	724 $217,000
Q4 2021 Feb 09, 2022	SELL	$264.89 - $310.24 $2,384 - $2,792	-9 Reduced 1.14%	780 $235,000
Q3 2021 Nov 09, 2021	SELL	$238.11 - $277.6 $14,524 - $16,933	-61 Reduced 7.18%	789 $211,000
Q2 2021 Jul 08, 2021	SELL	$235.41 - $265.65 $1,177 - $1,328	-5 Reduced 0.58%	850 $213,000
Q1 2021 Jun 17, 2021	BUY	$187.01 - $232.8 $5,984 - $7,449	32 Added 3.89%	855 $220,000
Q4 2020 May 19, 2021	BUY	$155.31 - $196.28 $8,697 - $10,991	56 Added 7.3%	823 $191,000
Q2 2020 Sep 07, 2021	BUY	$90.32 - $162.7 $21,676 - $39,048	240 Added 45.54%	767 $112,000
Q4 2019 Sep 07, 2021	SELL	$129.21 - $168.43 $11,628 - $15,158	-90 Reduced 14.59%	527 $87,000
Q3 2019 Sep 07, 2021	SELL	$122.4 - $151.47 $8,812 - $10,905	-72 Reduced 10.45%	617 $91,000
Q2 2019 Sep 07, 2021	SELL	$132.68 - $153.53 $928 - $1,074	-7 Reduced 1.01%	689 $100,000
Q1 2019 Sep 07, 2021	SELL	$105.1 - $134.89 $3,888 - $4,990	-37 Reduced 5.05%	696 $89,000
Q4 2018 Sep 07, 2021	SELL	$97.58 - $151.97 $1,268 - $1,975	-13 Reduced 1.74%	733 $75,000
Q3 2018 Sep 07, 2021	BUY	$136.27 - $149.99 $10,492 - $11,549	77 Added 11.51%	746 $110,000
Q2 2018 Sep 07, 2021	BUY	$131.49 - $148.75 $131 - $148	1 Added 0.15%	669 $93,000
Q1 2018 Sep 07, 2021	SELL	$144.89 - $182.04 $57,955 - $72,816	-400 Reduced 37.45%	668 $98,000
Q4 2017 Sep 07, 2021	BUY	$148.67 - $171.7 $1,932 - $2,232	13 Added 1.23%	1,068 $181,000
Q2 2017 Sep 07, 2021	SELL	N/A	-46 Reduced 4.18%	1,055 $134,000
Q1 2017 Sep 07, 2021	BUY	N/A	496 Added 81.98%	1,101 $142,000
Q3 2016 Sep 07, 2021	BUY	N/A	16 Added 2.72%	605 $60,000
Q2 2016 Sep 07, 2021	BUY	N/A	11 Added 1.9%	589 $52,000
Q1 2016 Sep 07, 2021	BUY	N/A	578	578 $54,000

Others Institutions Holding AMP

# of Institutions

1,512

Shares Held

81.9M

Call Options Held

197K

Put Options Held

172K

View Full List

About AMERIPRISE FINANCIAL INC

Ticker AMP
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 106,700,000
Market Cap $52.6B
Description
Ameriprise Financial, Inc., through its subsidiaries, provides various financial products and services to individual and institutional clients in the United States and internationally. It operates through four segments: Advice & Wealth Management, Asset Management, Retirement & Protection Solutions, and Corporate & Other. The Advice ...

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Geneos Wealth Management Inc. Ameriprise Financial Inc Transaction History