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

Geneos Wealth Management Inc.

$3.77 Billion
Q3 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 1,658 shares of BLES stock, worth $70,348. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,658

Previous 1,489 11.35%

Holding current value

$70,348

Previous $60,000 16.67%

% of portfolio

0.0%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$40.43 - $42.78 $6,832 - $7,229	169 Added 11.35%	1,658 $70,000
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

Shares Held

1.76M

Call Options Held

Put Options Held

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About NORTHERN LTS FD TR IV INSPIRE

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