Geneos Wealth Management Inc. American Express CO Transaction History

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in American Express CO stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 8,205 shares of AXP stock, worth $2.41 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,205
Previous 13,818 40.62%
Holding current value
$2.41 Million
Previous $3.72 Million 40.62%
% of portfolio
0.08%
Previous 0.1%

Shares

38 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 21, 2025
SELL
$255.39 - $325.87 $1.43 Million - $1.83 Million
-5,613 Reduced 40.62%
8,205 $2.21 Million
Q1 2025

May 07, 2025
BUY
$255.39 - $325.87 $1.95 Million - $2.48 Million
7,616 Added 122.8%
13,818 $3.72 Million
Q4 2024

Jan 21, 2025
BUY
$267.35 - $305.57 $83,680 - $95,643
313 Added 5.31%
6,202 $1.84 Million
Q3 2024

Nov 14, 2024
BUY
$225.92 - $271.17 $91,723 - $110,095
406 Added 7.4%
5,889 $1.6 Million
Q2 2024

Jul 23, 2024
BUY
$217.5 - $243.08 $709,485 - $792,926
3,262 Added 146.87%
5,483 $1.27 Million
Q1 2024

May 03, 2024
BUY
$179.79 - $229.12 $18,338 - $23,370
102 Added 4.81%
2,221 $505,000
Q4 2023

Jan 26, 2024
SELL
$141.31 - $187.8 $80,405 - $106,858
-569 Reduced 21.17%
2,119 $396,000
Q3 2023

Oct 11, 2023
BUY
$149.19 - $178.04 $59,079 - $70,503
396 Added 17.28%
2,688 $401,000
Q2 2023

Aug 08, 2023
SELL
$147.93 - $175.14 $348,227 - $412,279
-2,354 Reduced 50.67%
2,292 $399,000
Q1 2023

Apr 25, 2023
SELL
$146.42 - $181.33 $137,488 - $170,268
-939 Reduced 16.81%
4,646 $766,000
Q4 2022

Jan 30, 2023
BUY
$136.81 - $157.67 $99,871 - $115,099
730 Added 15.04%
5,585 $825,000
Q3 2022

Nov 14, 2022
SELL
$134.91 - $165.84 $1.17 Million - $1.43 Million
-8,652 Reduced 64.06%
4,855 $655,000
Q2 2022

Jul 22, 2022
BUY
$137.5 - $188.46 $809,050 - $1.11 Million
5,884 Added 77.19%
13,507 $1.87 Million
Q1 2022

May 16, 2022
BUY
$158.74 - $198.38 $32,224 - $40,271
203 Added 2.74%
7,623 $1.43 Million
Q4 2021

Feb 09, 2022
SELL
$150.06 - $187.08 $91,386 - $113,931
-609 Reduced 7.59%
7,420 $1.21 Million
Q3 2021

Nov 09, 2021
BUY
$158.72 - $176.77 $5,713 - $6,363
36 Added 0.45%
8,029 $1.4 Million
Q2 2021

Jul 08, 2021
SELL
$144.33 - $169.45 $63,216 - $74,219
-438 Reduced 5.2%
7,993 $1.35 Million
Q1 2021

Jun 17, 2021
SELL
$114.09 - $150.27 $5,932 - $7,814
-52 Reduced 0.61%
8,431 $1.29 Million
Q4 2020

May 19, 2021
SELL
$91.07 - $125.04 $1.29 Million - $1.78 Million
-14,206 Reduced 62.61%
8,483 $1.12 Million
Q3 2020

Sep 07, 2021
BUY
$90.57 - $107.27 $131,417 - $155,648
1,451 Added 6.83%
22,689 $2.19 Million
Q2 2020

Sep 07, 2021
BUY
$73.6 - $113.67 $155,148 - $239,616
2,108 Added 11.02%
21,238 $1.98 Million
Q1 2020

Sep 07, 2021
SELL
$68.96 - $136.93 $131,023 - $260,167
-1,900 Reduced 9.03%
19,130 $1.7 Million
Q4 2019

Sep 07, 2021
BUY
$112.54 - $125.77 $292,941 - $327,379
2,603 Added 14.13%
21,030 $2.63 Million
Q3 2019

Sep 07, 2021
BUY
$116.8 - $128.57 $373,059 - $410,652
3,194 Added 20.97%
18,427 $2.19 Million
Q2 2019

Sep 07, 2021
BUY
$109.85 - $124.92 $275,613 - $313,424
2,509 Added 19.72%
15,233 $1.89 Million
Q1 2019

Sep 07, 2021
BUY
$93.43 - $113.55 $298,882 - $363,246
3,199 Added 33.59%
12,724 $1.39 Million
Q4 2018

Sep 07, 2021
BUY
$89.5 - $112.89 $187,681 - $236,730
2,097 Added 28.23%
9,525 $909,000
Q3 2018

Sep 07, 2021
BUY
$97.84 - $111.11 $31,504 - $35,777
322 Added 4.53%
7,428 $791,000
Q2 2018

Sep 07, 2021
SELL
$91.0 - $102.7 $15,743 - $17,767
-173 Reduced 2.38%
7,106 $696,000
Q1 2018

Sep 07, 2021
BUY
$88.34 - $101.64 $6,625 - $7,623
75 Added 1.04%
7,279 $679,000
Q4 2017

Sep 07, 2021
BUY
$90.54 - $99.7 $31,689 - $34,895
350 Added 5.11%
7,204 $715,000
Q3 2017

Sep 07, 2021
BUY
$84.25 - $90.46 $10,194 - $10,945
121 Added 1.8%
6,854 $620,000
Q2 2017

Sep 07, 2021
SELL
N/A
-58 Reduced 0.85%
6,733 $567,000
Q1 2017

Sep 07, 2021
BUY
N/A
478 Added 7.57%
6,791 $537,000
Q4 2016

Sep 07, 2021
SELL
N/A
-249 Reduced 3.79%
6,313 $467,000
Q3 2016

Sep 07, 2021
BUY
N/A
1,109 Added 20.34%
6,562 $420,000
Q2 2016

Sep 07, 2021
BUY
N/A
52 Added 0.96%
5,453 $330,000
Q1 2016

Sep 07, 2021
BUY
N/A
5,401
5,401 $330,000

Others Institutions Holding AXP

# of Institutions
2,940
Shares Held
589M
Call Options Held
10.8M
Put Options Held
6.14M
View Full List

About AMERICAN EXPRESS CO

AXP Quotes by TradingView
  • Ticker AXP
  • Exchange NYSE
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 747,233,024
  • Market Cap $220B
  • Description
  • American Express Company, together with its subsidiaries, provides charge and credit payment card products, and travel-related services worldwide. The company operates through three segments: Global Consumer Services Group, Global Commercial Services, and Global Merchant and Network Services. Its products and services include payment and financi...
More about AXP
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email