Geneos Wealth Management Inc. Broadcom Inc. Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in Broadcom Inc. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 54,069 shares of AVGO stock, worth $13 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

54,069

Previous 7,405 630.17%

Holding current value

$13 Million

Previous $11.9 Million 21.54%

% of portfolio

0.36%

Previous 0.53%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$136.27 - $1745.86 $6.36 Million - $81.5 Million	46,664 Added 630.17%	54,069 $9.33 Million
Q2 2024 Jul 23, 2024	SELL	$1204.71 - $1828.87 $792,699 - $1.2 Million	-658 Reduced 8.16%	7,405 $11.9 Million
Q1 2024 May 03, 2024	BUY	$1049.01 - $1407.01 $2.9 Million - $3.89 Million	2,767 Added 52.25%	8,063 $10.7 Million
Q4 2023 Jan 26, 2024	SELL	$814.83 - $1147.0 $981,055 - $1.38 Million	-1,204 Reduced 18.52%	5,296 $5.91 Million
Q3 2023 Oct 11, 2023	SELL	$808.36 - $922.89 $5.87 Million - $6.7 Million	-7,260 Reduced 52.76%	6,500 $5.4 Million
Q2 2023 Aug 08, 2023	BUY	$610.16 - $886.18 $205,623 - $298,642	337 Added 2.51%	13,760 $11.9 Million
Q1 2023 Apr 25, 2023	SELL	$553.48 - $643.71 $3 Million - $3.48 Million	-5,413 Reduced 28.74%	13,423 $8.61 Million
Q4 2022 Jan 30, 2023	BUY	$427.1 - $574.44 $1.48 Million - $2 Million	3,473 Added 22.61%	18,836 $10.5 Million
Q3 2022 Nov 14, 2022	BUY	$444.01 - $1748.97 $504,395 - $1.99 Million	1,136 Added 7.98%	15,363 $6.82 Million
Q2 2022 Jul 22, 2022	BUY	$485.81 - $634.85 $1.12 Million - $1.47 Million	2,309 Added 19.37%	14,227 $6.91 Million
Q1 2022 May 16, 2022	SELL	$533.23 - $670.92 $119,976 - $150,957	-225 Reduced 1.85%	11,918 $7.5 Million
Q4 2021 Feb 09, 2022	SELL	$475.95 - $674.28 $1.35 Million - $1.91 Million	-2,836 Reduced 18.93%	12,143 $8.08 Million
Q3 2021 Nov 09, 2021	SELL	$465.67 - $509.74 $1,397 - $1,529	-3 Reduced 0.02%	14,979 $7.31 Million
Q2 2021 Jul 08, 2021	SELL	$422.38 - $488.48 $236,110 - $273,060	-559 Reduced 3.6%	14,982 $7.01 Million
Q1 2021 Jun 17, 2021	SELL	$421.25 - $489.96 $267,493 - $311,124	-635 Reduced 3.93%	15,541 $7.09 Million
Q4 2020 May 19, 2021	BUY	$347.21 - $437.85 $42,706 - $53,855	123 Added 0.77%	16,176 $7.46 Million
Q3 2020 Sep 07, 2021	SELL	$305.79 - $375.01 $1.38 Million - $1.69 Million	-4,505 Reduced 21.91%	16,053 $5.73 Million
Q2 2020 Sep 07, 2021	BUY	$223.63 - $318.71 $35,109 - $50,037	157 Added 0.77%	20,558 $6.32 Million
Q1 2020 Sep 07, 2021	BUY	$167.87 - $324.7 $52,375 - $101,306	312 Added 1.55%	20,401 $4.71 Million
Q4 2019 Sep 07, 2021	BUY	$270.07 - $327.8 $109,648 - $133,086	406 Added 2.06%	20,089 $6.36 Million
Q3 2019 Sep 07, 2021	SELL	$266.44 - $303.77 $82,329 - $93,864	-309 Reduced 1.55%	19,683 $5.4 Million
Q2 2019 Sep 07, 2021	SELL	$251.64 - $320.53 $41,520 - $52,887	-165 Reduced 0.82%	19,992 $5.76 Million
Q1 2019 Sep 07, 2021	SELL	$230.96 - $300.71 $1.05 Million - $1.36 Million	-4,526 Reduced 18.34%	20,157 $6.06 Million
Q4 2018 Sep 07, 2021	SELL	$211.5 - $258.3 $82,273 - $100,478	-389 Reduced 1.55%	24,683 $6.27 Million
Q3 2018 Sep 07, 2021	BUY	$202.46 - $250.56 $5.01 Million - $6.2 Million	24,731 Added 7252.49%	25,072 $6.19 Million
Q2 2018 Sep 07, 2021	BUY	$225.25 - $270.23 $76,810 - $92,148	341 New	341 $82,000

Others Institutions Holding AVGO

# of Institutions

3,731

Shares Held

2.99B

Call Options Held

78.6M

Put Options Held

82M

View Full List

About Broadcom Inc.

Ticker AVGO
Exchange NASDAQ
Sector Technology
Industry Semiconductors
Shares Outstandng 405,008,000
Market Cap $97.1B
Description
Broadcom Inc. designs, develops, and supplies various semiconductor devices with a focus on complex digital and mixed signal complementary metal oxide semiconductor based devices and analog III-V based products worldwide. The company operates in two segments, Semiconductor Solutions and Infrastructure Software. It provides set-top box system-on-...

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Geneos Wealth Management Inc. Broadcom Inc. Transaction History