Geneos Wealth Management Inc. Black Rock Capital Allocation Trust Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Black Rock Capital Allocation Trust stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,045 shares of BCAT stock, worth $29,836. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,045
Previous 463 341.68%
Holding current value
$29,836
Previous $6,000 400.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
BUY
$13.2 - $15.27 $20,882 - $24,157
1,582 Added 341.68%
2,045 $30,000
Q1 2025

May 21, 2025
BUY
$14.35 - $15.88 $6,644 - $7,352
463 New
463 $6,000
Q1 2025

May 07, 2025
BUY
$14.35 - $15.88 $0 - $0
0 New
0 $0

Others Institutions Holding BCAT

# of Institutions
106
Shares Held
26.3M
Call Options Held
0
Put Options Held
0
View Full List

About BlackRock Capital Allocation Trust

BCAT Quotes by TradingView
  • Ticker BCAT
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about BCAT
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