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 27,856 shares of BBIN stock, worth $1.62 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
27,856
Previous 27,560 1.07%
Holding current value
$1.62 Million
Previous $1.63 Million 7.8%
% of portfolio
0.07%
Previous 0.07%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About J P MORGAN EXCH-TRADED FD TR B


  • Ticker BBIN
  • Sector ETFs
  • Industry ETFs
More about BBIN
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.