Geneos Wealth Management Inc. Bny Mellon ETF Tr Us Large Cap Transaction History

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in Bny Mellon ETF Tr Us Large Cap stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,285 shares of BKLC stock, worth $157,194. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,285
Previous 1,545 16.83%
Holding current value
$157,194
Previous $164,000 17.07%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 21, 2025
SELL
$105.24 - $117.4 $27,362 - $30,524
-260 Reduced 16.83%
1,285 $136,000
Q1 2025

May 07, 2025
BUY
$105.24 - $117.4 $31,466 - $35,102
299 Added 24.0%
1,545 $164,000
Q4 2024

Jan 21, 2025
SELL
$108.0 - $116.52 $10,800 - $11,652
-100 Reduced 7.43%
1,246 $139,000
Q2 2024

Jul 23, 2024
BUY
$94.13 - $104.18 $4,988 - $5,521
53 Added 4.1%
1,346 $139,000
Q1 2024

May 03, 2024
BUY
$88.72 - $99.82 $4,436 - $4,991
50 Added 4.02%
1,293 $129,000
Q4 2023

Jan 26, 2024
SELL
$77.72 - $90.8 $12,979 - $15,163
-167 Reduced 11.84%
1,243 $112,000
Q3 2023

Oct 11, 2023
SELL
$80.72 - $85.8 $24,216 - $25,740
-300 Reduced 17.54%
1,410 $114,000
Q4 2021

Feb 09, 2022
BUY
$80.85 - $90.5 $4,042 - $4,525
50 Added 3.01%
1,710 $153,000
Q3 2021

Nov 09, 2021
SELL
$80.74 - $85.91 $2,018 - $2,147
-25 Reduced 1.48%
1,660 $136,000
Q2 2021

Jul 08, 2021
BUY
$75.38 - $81.35 $7,538 - $8,134
100 Added 6.31%
1,685 $138,000
Q1 2021

Jun 17, 2021
BUY
$69.16 - $74.85 $6,916 - $7,484
100 Added 6.73%
1,585 $124,000
Q4 2020

May 19, 2021
BUY
$61.82 - $71.19 $91,802 - $105,717
1,485 New
1,485 $110,000

Others Institutions Holding BKLC

# of Institutions
114
Shares Held
21M
Call Options Held
3.6K
Put Options Held
100
View Full List

About BNY MELLON ETF TR US LARGE CAP

BKLC Quotes by TradingView
  • Ticker BKLC
  • Sector ETFs
  • Industry ETFs
More about BKLC
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