Geneos Wealth Management Inc. Box Inc Transaction History

Geneos Wealth Management Inc.

$3.92 Billion
Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Box Inc stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,810 shares of BOX stock, worth $58,788. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,810

Previous 1,010 79.21%

Holding current value

$58,788

Previous $31,000 96.77%

% of portfolio

0.0%

Previous 0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	BUY	$28.42 - $38.55 $22,736 - $30,839	800 Added 79.21%	1,810 $61,000
Q1 2025 May 21, 2025	SELL	$30.22 - $35.39 $24,176 - $28,312	-800 Reduced 44.2%	1,010 $31,000
Q1 2025 May 07, 2025	BUY	$30.22 - $35.39 $54,698 - $64,055	1,810 New	1,810 $55,000
Q1 2024 May 03, 2024	BUY	$24.39 - $30.0 $1,024 - $1,260	42 New	42 $1,000
Q1 2022 May 16, 2022	SELL	$24.38 - $29.52 $9,752 - $11,808	-400 Reduced 80.0%	100 $2,000
Q2 2021 Jul 08, 2021	SELL	$20.74 - $26.0 $8,296 - $10,400	-400 Reduced 44.44%	500 $13,000
Q1 2021 Jun 17, 2021	SELL	$17.34 - $23.68 $10,681 - $14,586	-616 Reduced 40.63%	900 $19,000
Q4 2020 May 19, 2021	BUY	$15.36 - $19.94 $8,832 - $11,465	575 Added 61.11%	1,516 $35,000
Q3 2019 Sep 07, 2021	SELL	$13.03 - $17.9 $7,166 - $9,845	-550 Reduced 36.89%	941 $15,000
Q2 2019 Sep 07, 2021	BUY	$17.04 - $20.81 $3,408 - $4,162	200 Added 15.49%	1,491 $26,000
Q1 2019 Sep 07, 2021	SELL	$17.66 - $24.88 $101,191 - $142,562	-5,730 Reduced 81.61%	1,291 $24,000
Q4 2018 Sep 07, 2021	SELL	$15.76 - $22.51 $3,940 - $5,627	-250 Reduced 3.44%	7,021 $118,000
Q3 2018 Sep 07, 2021	BUY	$23.55 - $27.32 $144,361 - $167,471	6,130 Added 537.25%	7,271 $173,000
Q2 2018 Sep 07, 2021	BUY	$20.06 - $29.01 $20,882 - $30,199	1,041 Added 1041.0%	1,141 $28,000
Q1 2018 Sep 07, 2021	SELL	$18.45 - $24.06 $11,992 - $15,639	-650 Reduced 86.67%	100 $2,000
Q4 2017 Sep 07, 2021	BUY	$18.79 - $23.82 $9,395 - $11,910	500 Added 200.0%	750 $15,000
Q2 2016 Sep 07, 2021	SELL	N/A	-500 Reduced 66.67%	250 $2,000
Q1 2016 Sep 07, 2021	BUY	N/A	750	750 $9,000

Others Institutions Holding BOX

# of Institutions

464

Shares Held

155M

Call Options Held

9.93M

Put Options Held

1.73M

View Full List

About BOX INC

Ticker BOX
Exchange NYSE
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 142,320,000
Market Cap $4.62B
Description
Box, Inc. provides a cloud content management platform that enables organizations of various sizes to manage and share their content from anywhere on any device. The company's Software-as-a-Service platform enables users to collaborate on content internally and with external parties, automate content-driven business processes, develop custom app...

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Geneos Wealth Management Inc. Box Inc Transaction History