Geneos Wealth Management Inc. Northern Lts Fd Tr Iv Inspire Transaction History

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,489 shares of BLES stock, worth $58,770. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,489
Previous 1,765 15.64%
Holding current value
$58,770
Previous $66,000 15.15%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 21, 2025
SELL
$36.86 - $39.26 $10,173 - $10,835
-276 Reduced 15.64%
1,489 $56,000
Q1 2025

May 07, 2025
BUY
$36.86 - $39.26 $10,173 - $10,835
276 Added 18.54%
1,765 $66,000
Q2 2024

Jul 23, 2024
BUY
$35.55 - $38.08 $2,630 - $2,817
74 Added 5.23%
1,489 $54,000
Q4 2023

Jan 26, 2024
SELL
$30.16 - $35.84 $784 - $931
-26 Reduced 1.8%
1,415 $50,000
Q1 2023

Apr 25, 2023
SELL
$31.16 - $34.46 $1,277 - $1,412
-41 Reduced 2.77%
1,441 $47,000
Q4 2022

Jan 30, 2023
BUY
$27.45 - $32.51 $4,117 - $4,876
150 Added 11.26%
1,482 $46,000
Q3 2022

Nov 14, 2022
BUY
$27.63 - $33.51 $10,692 - $12,968
387 Added 40.95%
1,332 $36,000
Q1 2022

May 16, 2022
BUY
$33.32 - $37.97 $14,327 - $16,327
430 Added 83.5%
945 $33,000
Q3 2021

Nov 09, 2021
BUY
$37.47 - $40.2 $11,503 - $12,341
307 Added 147.6%
515 $19,000
Q1 2021

Jun 17, 2021
BUY
$33.21 - $36.73 $33 - $36
1 Added 0.48%
208 $7,000
Q4 2020

May 19, 2021
BUY
$27.14 - $33.7 $27 - $33
1 Added 0.49%
207 $7,000
Q3 2020

Sep 07, 2021
BUY
$26.32 - $29.39 $26 - $29
1 Added 0.49%
206 $5,000
Q2 2020

Sep 07, 2021
BUY
$20.04 - $28.94 $40 - $57
2 Added 0.99%
205 $5,000
Q4 2019

Sep 07, 2021
BUY
$26.72 - $30.41 $53 - $60
2 Added 1.0%
203 $6,000
Q3 2019

Sep 07, 2021
BUY
$27.65 - $28.45 $27 - $28
1 Added 0.5%
201 $5,000
Q3 2018

Sep 07, 2021
BUY
N/A
200 New
200 $5,000

Others Institutions Holding BLES

# of Institutions
70
Shares Held
2.37M
Call Options Held
0
Put Options Held
0
View Full List

About NORTHERN LTS FD TR IV INSPIRE

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