Geneos Wealth Management Inc. Amplify ETF Tr Trnsformational Transaction History

Geneos Wealth Management Inc.

$2.77 Billion
Q4 2024

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 4,208 shares of BLOK stock, worth $175,094. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,208

Previous 3,115 35.09%

Holding current value

$175,094

Previous $116,000 56.03%

% of portfolio

0.01%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

219

Shares Held

6.32M

Call Options Held

561K

Put Options Held

170K

View Full List

About AMPLIFY ETF TR TRNSFORMATIONAL

Ticker BLOK
Sector ETFs
Industry ETFs

More about BLOK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Account

Geneos Wealth Management Inc. Amplify ETF Tr Trnsformational Transaction History