Geneos Wealth Management Inc. J P Morgan Exchg Traded Fd Transaction History

Geneos Wealth Management Inc.

$2.88 Billion
Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in J P Morgan Exchg Traded Fd stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 6,879 shares of BBUS stock, worth $768,865. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,879

Previous 9,794 29.76%

Holding current value

$768,865

Previous $988,000 29.76%

% of portfolio

0.02%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 21, 2025	SELL	$99.5 - $110.97 $290,042 - $323,477	-2,915 Reduced 29.76%	6,879 $694,000
Q1 2025 May 07, 2025	BUY	$99.5 - $110.97 $417,701 - $465,852	4,198 Added 75.02%	9,794 $988,000
Q4 2024 Jan 21, 2025	BUY	$102.46 - $110.17 $44,467 - $47,813	434 Added 8.41%	5,596 $592,000
Q3 2024 Nov 14, 2024	BUY	$93.22 - $103.58 $2,983 - $3,314	32 Added 0.62%	5,162 $534,000
Q2 2024 Jul 23, 2024	BUY	$89.42 - $98.82 $135,024 - $149,218	1,510 Added 41.71%	5,130 $503,000
Q1 2024 May 03, 2024	BUY	$84.37 - $94.43 $305,419 - $341,836	3,620 New	3,620 $341,000

Others Institutions Holding BBUS

# of Institutions

171

Shares Held

25.6M

Call Options Held

Put Options Held

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About J P MORGAN EXCHG-TRADED FD

Ticker BBUS
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Geneos Wealth Management Inc. J P Morgan Exchg Traded Fd Transaction History