Geneos Wealth Management Inc. Bank Of Montreal Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 16, 2022	SELL	$108.89 - $122.34 $1.07 Million - $1.21 Million	-9,871 Closed	0 $0
Q4 2021 Feb 09, 2022	SELL	$100.75 - $112.3 $12,291 - $13,700	-122 Reduced 1.22%	9,871 $1.06 Million
Q3 2021 Nov 09, 2021	SELL	$95.96 - $103.83 $68,227 - $73,823	-711 Reduced 6.64%	9,993 $1.01 Million
Q2 2021 Jul 08, 2021	SELL	$89.26 - $106.41 $4.76 Million - $5.68 Million	-53,382 Reduced 83.3%	10,704 $1.1 Million
Q1 2021 Jun 17, 2021	SELL	$74.31 - $89.94 $445 - $539	-6 Reduced 0.01%	64,086 $6.04 Million
Q4 2020 May 19, 2021	SELL	$58.0 - $76.94 $314,824 - $417,630	-5,428 Reduced 7.81%	64,092 $5.74 Million
Q3 2020 Sep 07, 2021	SELL	$52.13 - $63.75 $689,054 - $842,647	-13,218 Reduced 15.98%	69,520 $4.05 Million
Q2 2020 Sep 07, 2021	BUY	$44.31 - $58.3 $199,660 - $262,699	4,506 Added 5.76%	82,738 $4.26 Million
Q1 2020 Sep 07, 2021	BUY	$38.71 - $79.77 $182,053 - $375,158	4,703 Added 6.4%	78,232 $3.73 Million
Q4 2019 Sep 07, 2021	BUY	$71.38 - $77.63 $411,148 - $447,148	5,760 Added 8.5%	73,529 $5.68 Million
Q3 2019 Sep 07, 2021	BUY	$66.9 - $77.18 $23,281 - $26,858	348 Added 0.52%	67,769 $4.99 Million
Q2 2019 Sep 07, 2021	BUY	$72.61 - $79.14 $117,337 - $127,890	1,616 Added 2.46%	67,421 $5.09 Million
Q1 2019 Sep 07, 2021	BUY	$65.83 - $78.27 $3,752 - $4,461	57 Added 0.09%	65,805 $4.92 Million
Q4 2018 Sep 07, 2021	SELL	$63.51 - $83.41 $34,994 - $45,958	-551 Reduced 0.83%	65,748 $4.28 Million
Q3 2018 Sep 07, 2021	SELL	$76.79 - $83.81 $145,977 - $159,322	-1,901 Reduced 2.79%	66,299 $5.47 Million
Q2 2018 Sep 07, 2021	BUY	$74.84 - $79.49 $246,672 - $261,999	3,296 Added 5.08%	68,200 $5.27 Million
Q1 2018 Sep 07, 2021	BUY	$74.4 - $84.11 $4.07 Million - $4.6 Million	54,713 Added 536.88%	64,904 $4.9 Million
Q4 2017 Sep 07, 2021	BUY	$76.21 - $80.02 $542,462 - $569,582	7,118 Added 231.63%	10,191 $815,000
Q3 2017 Sep 07, 2021	SELL	$71.44 - $75.87 $2,571 - $2,731	-36 Reduced 1.16%	3,073 $232,000
Q1 2017 Sep 07, 2021	SELL	N/A	-75 Reduced 2.36%	3,109 $232,000
Q4 2016 Sep 07, 2021	SELL	N/A	-108 Reduced 3.28%	3,184 $228,000
Q2 2016 Sep 07, 2021	BUY	N/A	235 Added 7.69%	3,292 $209,000
Q1 2016 Sep 07, 2021	BUY	N/A	3,057	3,057 $185,000

Others Institutions Holding BMO

# of Institutions

537

Shares Held

329M

Call Options Held

8.71M

Put Options Held

10.6M

View Full List

About BANK OF MONTREAL

Ticker BMO
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 674,361,024
Market Cap $64.3B
Description
Bank of Montreal provides diversified financial services primarily in North America. The company's personal banking products and services include checking and savings accounts, credit cards, mortgages, and financial and investment advice services; and commercial banking products and services comprise business deposit accounts, commercial credit ...

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