Geneos Wealth Management Inc. Ubs Ag Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Ubs Ag stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 240 shares of BDCZ stock, worth $3,935. This represents 0.0% of its overall portfolio holdings.

Number of Shares
240
Previous 240 -0.0%
Holding current value
$3,935
Previous $4,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 25, 2023
BUY
$16.07 - $17.97 $3,856 - $4,312
240 New
240 $4,000
Q4 2020

May 19, 2021
SELL
$13.23 - $16.52 $2,646 - $3,304
-200 Closed
0 $0
Q3 2020

Sep 07, 2021
BUY
$13.22 - $14.66 $2,644 - $2,932
200 New
200 $2,000

Others Institutions Holding BDCZ

# of Institutions
14
Shares Held
155K
Call Options Held
0
Put Options Held
0
View Full List

About UBS AG

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