Geneos Wealth Management Inc. Spdr Bloomberg 3 12 Month T Bi Transaction History

Geneos Wealth Management Inc.

$2.77 Billion
Q4 2024

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 7,435 shares of BILS stock, worth $737,403. This represents 0.03% of its overall portfolio holdings.

Number of Shares

7,435

Previous 3,925 89.43%

Holding current value

$737,403

Previous $390,000 88.97%

% of portfolio

0.03%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$99.0 - $99.5 $347,490 - $349,245	3,510 Added 89.43%	7,435 $737,000
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

# of Institutions

251

Shares Held

22.3M

Call Options Held

Put Options Held

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About SPDR BLOOMBERG 3-12 MONTH T-BI

Ticker BILS
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Geneos Wealth Management Inc. Spdr Bloomberg 3 12 Month T Bi Transaction History