Geneos Wealth Management Inc. Bank Of America Corp Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Bank Of America Corp stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 39,866 shares of BAC stock, worth $2.05 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
39,866
Previous 60,676 34.3%
Holding current value
$2.05 Million
Previous $2.87 Million 28.39%
% of portfolio
0.05%
Previous 0.07%

Shares

40 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
SELL
$44.92 - $52.42 $934,785 - $1.09 Million
-20,810 Reduced 34.3%
39,866 $2.06 Million
Q2 2025

Aug 18, 2025
BUY
$34.39 - $47.46 $276,082 - $381,008
8,028 Added 15.25%
60,676 $2.87 Million
Q1 2025

May 21, 2025
BUY
$39.61 - $47.74 $414,241 - $499,264
10,458 Added 24.79%
52,648 $2.2 Million
Q1 2025

May 07, 2025
BUY
$39.61 - $47.74 $33,945 - $40,913
857 Added 2.07%
42,190 $1.76 Million
Q4 2024

Jan 21, 2025
SELL
$39.22 - $47.77 $2,353 - $2,866
-60 Reduced 0.14%
41,333 $1.82 Million
Q3 2024

Nov 14, 2024
BUY
$36.65 - $44.13 $374,489 - $450,920
10,218 Added 32.78%
41,393 $1.64 Million
Q2 2024

Jul 23, 2024
SELL
$34.68 - $40.02 $71,371 - $82,361
-2,058 Reduced 6.19%
31,175 $1.24 Million
Q1 2024

May 03, 2024
SELL
$31.73 - $37.92 $82,180 - $98,212
-2,590 Reduced 7.23%
33,233 $1.26 Million
Q4 2023

Jan 26, 2024
SELL
$25.17 - $33.94 $4,253 - $5,735
-169 Reduced 0.47%
35,823 $1.21 Million
Q3 2023

Oct 11, 2023
BUY
$27.17 - $32.65 $30,511 - $36,665
1,123 Added 3.22%
35,992 $985,000
Q2 2023

Aug 08, 2023
BUY
$26.99 - $30.56 $19,270 - $21,819
714 Added 2.09%
34,869 $1 Million
Q1 2023

Apr 25, 2023
BUY
$26.97 - $36.77 $207,264 - $282,577
7,685 Added 29.03%
34,155 $976,000
Q4 2022

Jan 30, 2023
SELL
$29.77 - $38.41 $36,914 - $47,628
-1,240 Reduced 4.47%
26,470 $876,000
Q3 2022

Nov 14, 2022
SELL
$18.8 - $35.27 $569,696 - $1.07 Million
-30,303 Reduced 52.23%
27,710 $836,000
Q2 2022

Jul 22, 2022
SELL
$31.13 - $40.9 $238,549 - $313,416
-7,663 Reduced 11.67%
58,013 $1.81 Million
Q1 2022

May 16, 2022
SELL
$38.34 - $49.38 $497,001 - $640,112
-12,963 Reduced 16.48%
65,676 $2.71 Million
Q4 2021

Feb 09, 2022
SELL
$43.08 - $48.37 $160,688 - $180,420
-3,730 Reduced 4.53%
78,639 $3.5 Million
Q3 2021

Nov 09, 2021
BUY
$36.93 - $43.26 $7,866 - $9,214
213 Added 0.26%
82,369 $3.55 Million
Q2 2021

Jul 08, 2021
SELL
$38.08 - $43.27 $969,631 - $1.1 Million
-25,463 Reduced 23.66%
82,156 $3.38 Million
Q1 2021

Jun 17, 2021
SELL
$29.65 - $38.99 $93,338 - $122,740
-3,148 Reduced 2.84%
107,619 $4.37 Million
Q4 2020

May 19, 2021
BUY
$23.47 - $30.31 $349,186 - $450,952
14,878 Added 15.52%
110,767 $3.62 Million
Q3 2020

Sep 07, 2021
BUY
$22.77 - $26.92 $52,575 - $62,158
2,309 Added 2.47%
95,889 $2.25 Million
Q2 2020

Sep 07, 2021
SELL
$19.77 - $28.54 $83,943 - $121,180
-4,246 Reduced 4.34%
93,580 $2.17 Million
Q1 2020

Sep 07, 2021
BUY
$18.08 - $35.64 $16,000 - $31,541
885 Added 0.91%
97,826 $2.11 Million
Q4 2019

Sep 07, 2021
BUY
$27.63 - $35.52 $12,765 - $16,410
462 Added 0.48%
96,941 $3.43 Million
Q3 2019

Sep 07, 2021
BUY
$26.25 - $30.89 $34,492 - $40,589
1,314 Added 1.38%
96,479 $2.83 Million
Q2 2019

Sep 07, 2021
SELL
$26.6 - $30.77 $209,980 - $242,898
-7,894 Reduced 7.66%
95,165 $2.77 Million
Q1 2019

Sep 07, 2021
SELL
$24.56 - $29.82 $473,811 - $575,287
-19,292 Reduced 15.77%
103,059 $2.84 Million
Q4 2018

Sep 07, 2021
BUY
$22.73 - $30.43 $35,958 - $48,140
1,582 Added 1.31%
122,351 $2.98 Million
Q3 2018

Sep 07, 2021
BUY
$27.78 - $31.8 $644,940 - $738,268
23,216 Added 23.8%
120,769 $3.56 Million
Q2 2018

Sep 07, 2021
SELL
$28.19 - $31.22 $84,090 - $93,129
-2,983 Reduced 2.97%
97,553 $2.75 Million
Q1 2018

Sep 07, 2021
SELL
$29.17 - $32.84 $92,935 - $104,628
-3,186 Reduced 3.07%
100,536 $3.02 Million
Q4 2017

Sep 07, 2021
SELL
$25.45 - $29.88 $455,325 - $534,583
-17,891 Reduced 14.71%
103,722 $3.06 Million
Q3 2017

Sep 07, 2021
SELL
$22.89 - $25.45 $49,396 - $54,921
-2,158 Reduced 1.74%
121,613 $3.08 Million
Q2 2017

Sep 07, 2021
BUY
N/A
3,935 Added 3.28%
123,771 $3 Million
Q1 2017

Sep 07, 2021
BUY
N/A
18,174 Added 17.88%
119,836 $2.83 Million
Q4 2016

Sep 07, 2021
SELL
N/A
-56,853 Reduced 35.87%
101,662 $2.25 Million
Q3 2016

Sep 07, 2021
SELL
N/A
-2,049 Reduced 1.28%
158,515 $2.48 Million
Q2 2016

Sep 07, 2021
SELL
N/A
-23,737 Reduced 12.88%
160,564 $2.1 Million
Q1 2016

Sep 07, 2021
BUY
N/A
184,301
184,301 $2.5 Million

Others Institutions Holding BAC

# of Institutions
3,883
Shares Held
5.26B
Call Options Held
80M
Put Options Held
112M
View Full List

About Bank of America Corp

BAC Quotes by TradingView
  • Ticker BAC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 8,024,450,048
  • Market Cap $413B
  • Description
  • Bank of America Corporation, through its subsidiaries, provides banking and financial products and services for individual consumers, small and middle-market businesses, institutional investors, large corporations, and governments worldwide. Its Consumer Banking segment offers traditional and money market savings accounts, certificates of deposi...
More about BAC
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