Geneos Wealth Management Inc. Vanguard Bd Index Fd Inc Long Transaction History

Geneos Wealth Management Inc.

$2.88 Billion
Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 12,557 shares of BLV stock, worth $852,997. This represents 0.03% of its overall portfolio holdings.

Number of Shares

12,557

Previous 17,446 28.02%

Holding current value

$852,997

Previous $1.23 Million 28.01%

% of portfolio

0.03%

Previous 0.03%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 21, 2025	SELL	$66.9 - $71.57 $327,074 - $349,905	-4,889 Reduced 28.02%	12,557 $884,000
Q1 2025 May 07, 2025	BUY	$66.9 - $71.57 $346,809 - $371,018	5,184 Added 42.28%	17,446 $1.23 Million
Q4 2024 Jan 21, 2025	BUY	$68.25 - $75.42 $31,872 - $35,221	467 Added 3.96%	12,262 $839,000
Q3 2024 Nov 14, 2024	BUY	$69.16 - $76.64 $66,601 - $73,804	963 Added 8.89%	11,795 $886,000
Q2 2024 Jul 23, 2024	BUY	$67.85 - $72.06 $42,270 - $44,893	623 Added 6.1%	10,832 $761,000
Q1 2024 May 03, 2024	BUY	$70.55 - $74.4 $152,176 - $160,480	2,157 Added 26.79%	10,209 $738,000
Q4 2023 Jan 26, 2024	SELL	$63.1 - $75.48 $89,475 - $107,030	-1,418 Reduced 14.97%	8,052 $600,000
Q3 2023 Oct 11, 2023	BUY	$66.98 - $75.19 $166,244 - $186,621	2,482 Added 35.52%	9,470 $635,000
Q2 2023 Aug 08, 2023	BUY	$72.8 - $77.78 $425,370 - $454,468	5,843 Added 510.31%	6,988 $523,000
Q1 2023 Apr 25, 2023	BUY	$72.23 - $78.61 $78,080 - $84,977	1,081 Added 1689.06%	1,145 $87,000
Q4 2022 Jan 30, 2023	SELL	$66.85 - $78.06 $7,219 - $8,430	-108 Reduced 62.79%	64 $4,000
Q3 2022 Nov 14, 2022	BUY	$70.98 - $83.52 $6,388 - $7,516	90 Added 109.76%	172 $12,000
Q2 2022 Jul 22, 2022	SELL	$76.82 - $91.91 $19,128 - $22,885	-249 Reduced 75.23%	82 $0
Q1 2022 May 16, 2022	SELL	$89.51 - $101.14 $34,550 - $39,040	-386 Reduced 53.84%	331 $30,000
Q4 2021 Feb 09, 2022	SELL	$100.51 - $106.41 $7,538 - $7,980	-75 Reduced 9.47%	717 $73,000
Q3 2021 Nov 09, 2021	BUY	$102.33 - $106.66 $4,400 - $4,586	43 Added 5.74%	792 $81,000
Q2 2021 Jul 08, 2021	SELL	$97.54 - $103.68 $50,623 - $53,809	-519 Reduced 40.93%	749 $77,000
Q1 2021 Jun 17, 2021	SELL	$96.21 - $109.25 $17,606 - $19,992	-183 Reduced 12.61%	1,268 $126,000
Q4 2020 May 19, 2021	BUY	$108.9 - $113.64 $75,032 - $78,297	689 Added 90.42%	1,451 $98,000
Q3 2020 Sep 07, 2021	BUY	$111.25 - $117.53 $7,565 - $7,992	68 Added 9.8%	762 $85,000
Q2 2020 Sep 07, 2021	BUY	$105.17 - $111.65 $3,786 - $4,019	36 Added 5.47%	694 $77,000
Q1 2020 Sep 07, 2021	BUY	$91.55 - $114.49 $823 - $1,030	9 Added 1.39%	658 $70,000
Q4 2019 Sep 07, 2021	BUY	$98.83 - $104.1 $4,941 - $5,205	50 Added 8.35%	649 $65,000
Q3 2019 Sep 07, 2021	BUY	$98.92 - $103.09 $2,967 - $3,092	30 Added 5.27%	599 $61,000
Q2 2019 Sep 07, 2021	BUY	N/A	20 Added 3.64%	569 $55,000
Q1 2019 Sep 07, 2021	BUY	N/A	160 Added 41.13%	549 $50,000
Q4 2018 Sep 07, 2021	SELL	N/A	-14 Reduced 3.47%	389 $33,000
Q3 2018 Sep 07, 2021	SELL	N/A	-40 Reduced 9.03%	403 $35,000
Q2 2018 Sep 07, 2021	SELL	N/A	-50 Reduced 10.14%	443 $39,000
Q1 2018 Sep 07, 2021	BUY	N/A	53 Added 12.05%	493 $44,000
Q3 2017 Sep 07, 2021	SELL	N/A	-50 Reduced 10.2%	440 $41,000
Q4 2016 Sep 07, 2021	SELL	N/A	-196 Reduced 28.57%	490 $43,000
Q1 2016 Sep 07, 2021	BUY	N/A	686	686 $63,000

Others Institutions Holding BLV

# of Institutions

405

Shares Held

46.8M

Call Options Held

70.4K

Put Options Held

11.5K

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About VANGUARD BD INDEX FD INC LONG

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Geneos Wealth Management Inc. Vanguard Bd Index Fd Inc Long Transaction History