Geneos Wealth Management Inc. Amplify ETF Tr Trnsformational Transaction History

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in Amplify ETF Tr Trnsformational stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,940 shares of BLOK stock, worth $142,237. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,940
Previous 3,204 8.24%
Holding current value
$142,237
Previous $118,000 8.47%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 21, 2025
SELL
$36.88 - $49.3 $9,736 - $13,015
-264 Reduced 8.24%
2,940 $108,000
Q1 2025

May 07, 2025
SELL
$36.88 - $49.3 $37,027 - $49,497
-1,004 Reduced 23.86%
3,204 $118,000
Q4 2024

Jan 21, 2025
BUY
$36.5 - $53.22 $39,894 - $58,169
1,093 Added 35.09%
4,208 $181,000
Q3 2024

Nov 14, 2024
BUY
$31.4 - $40.35 $53,945 - $69,321
1,718 Added 122.98%
3,115 $116,000
Q2 2024

Jul 23, 2024
SELL
$30.52 - $36.37 $1,342 - $1,600
-44 Reduced 3.05%
1,397 $49,000
Q1 2024

May 03, 2024
SELL
$26.16 - $36.44 $2,616 - $3,644
-100 Reduced 6.49%
1,441 $52,000
Q4 2022

Jan 30, 2023
SELL
$14.7 - $20.03 $2,646 - $3,605
-180 Reduced 10.46%
1,541 $23,000
Q3 2022

Nov 14, 2022
SELL
$18.28 - $25.1 $26,798 - $36,796
-1,466 Reduced 46.0%
1,721 $31,000
Q2 2022

Jul 22, 2022
SELL
$18.13 - $34.7 $7,252 - $13,880
-400 Reduced 11.15%
3,187 $0
Q1 2022

May 16, 2022
BUY
$29.45 - $40.6 $45,353 - $62,524
1,540 Added 75.23%
3,587 $122,000
Q4 2021

Feb 09, 2022
SELL
$40.17 - $62.77 $26,150 - $40,863
-651 Reduced 24.13%
2,047 $82,000
Q3 2021

Nov 09, 2021
SELL
$40.4 - $52.59 $33,532 - $43,649
-830 Reduced 23.53%
2,698 $125,000
Q2 2021

Jul 08, 2021
SELL
$42.62 - $59.84 $40,702 - $57,147
-955 Reduced 21.3%
3,528 $167,000
Q1 2021

Jun 17, 2021
BUY
$35.53 - $61.57 $1,243 - $2,154
35 Added 0.79%
4,483 $237,000
Q4 2020

May 19, 2021
BUY
$24.45 - $35.4 $99,951 - $144,715
4,088 Added 1135.56%
4,448 $190,000
Q4 2018

Sep 07, 2021
BUY
N/A
170 Added 89.47%
360 $5,000
Q2 2018

Sep 07, 2021
SELL
N/A
-190 Reduced 50.0%
190 $3,000
Q1 2018

Sep 07, 2021
BUY
N/A
380 New
380 $7,000

Others Institutions Holding BLOK

# of Institutions
218
Shares Held
5.83M
Call Options Held
109K
Put Options Held
33K
View Full List

About AMPLIFY ETF TR TRNSFORMATIONAL

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