Geneos Wealth Management Inc. J P Morgan Exch Traded Fd Tr B Transaction History

Geneos Wealth Management Inc.

$2.77 Billion
Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in J P Morgan Exch Traded Fd Tr B stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 25,272 shares of BBIN stock, worth $1.6 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

25,272

Previous 27,856 9.28%

Holding current value

$1.6 Million

Previous $1.76 Million 17.78%

% of portfolio

0.05%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$57.07 - $62.58 $147,468 - $161,706	-2,584 Reduced 9.28%	25,272 $1.44 Million
Q3 2024 Nov 14, 2024	BUY	$56.88 - $63.65 $16,836 - $18,840	296 Added 1.07%	27,856 $1.76 Million
Q2 2024 Jul 23, 2024	BUY	$57.42 - $61.75 $137,463 - $147,829	2,394 Added 9.51%	27,560 $1.63 Million
Q1 2024 May 03, 2024	BUY	$55.4 - $60.38 $143,707 - $156,625	2,594 Added 11.49%	25,166 $1.51 Million
Q4 2023 Jan 26, 2024	BUY	$49.81 - $57.1 $100,666 - $115,399	2,021 Added 9.83%	22,572 $1.29 Million
Q3 2023 Oct 11, 2023	BUY	$51.82 - $56.42 $555,665 - $604,991	10,723 Added 109.11%	20,551 $1.07 Million
Q2 2023 Aug 08, 2023	BUY	$53.21 - $56.52 $522,947 - $555,478	9,828 New	9,828 $539,000
Q3 2021 Nov 09, 2021	SELL	$58.15 - $62.22 $11,281 - $12,070	-194 Closed	0 $0
Q2 2021 Jul 08, 2021	BUY	$58.2 - $62.2 $11,290 - $12,066	194 New	194 $11,000

Others Institutions Holding BBIN

# of Institutions

112

Shares Held

71.9M

Call Options Held

Put Options Held

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About J P MORGAN EXCH-TRADED FD TR B

Ticker BBIN
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Geneos Wealth Management Inc. J P Morgan Exch Traded Fd Tr B Transaction History