A detailed history of Geneos Wealth Management Inc. transactions in Spdr Bloomberg 3 12 Month T Bi stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 3,925 shares of BILS stock, worth $389,752. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,925
Previous 4,520 13.16%
Holding current value
$389,752
Previous $449,000 13.14%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$98.97 - $99.59 $58,887 - $59,256
-595 Reduced 13.16%
3,925 $390,000
Q2 2024

Jul 23, 2024

BUY
$98.98 - $99.4 $28,209 - $28,329
285 Added 6.73%
4,520 $449,000
Q1 2024

May 03, 2024

SELL
$99.05 - $99.53 $3,962 - $3,981
-40 Reduced 0.94%
4,235 $421,000
Q4 2023

Jan 26, 2024

BUY
$98.89 - $99.53 $190,363 - $191,595
1,925 Added 81.91%
4,275 $423,000
Q3 2023

Oct 11, 2023

BUY
$99.03 - $99.47 $153,496 - $154,178
1,550 Added 193.75%
2,350 $233,000
Q2 2023

Aug 08, 2023

BUY
$99.07 - $99.51 $79,256 - $79,608
800 New
800 $79,000

Others Institutions Holding BILS

About SPDR BLOOMBERG 3-12 MONTH T-BI


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