Geneos Wealth Management Inc. Dutch Bros Inc. Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in Dutch Bros Inc. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 250 shares of BROS stock, worth $14,087. This represents 0.0% of its overall portfolio holdings.

Number of Shares

250

Previous 1,475 83.05%

Holding current value

$14,087

Previous $61,000 86.89%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$29.1 - $42.81 $35,647 - $52,442	-1,225 Reduced 83.05%	250 $8,000
Q2 2024 Jul 23, 2024	SELL	$26.95 - $42.1 $12,127 - $18,945	-450 Reduced 23.38%	1,475 $61,000
Q1 2024 May 03, 2024	SELL	$25.75 - $35.62 $1,287 - $1,780	-50 Reduced 2.53%	1,925 $63,000
Q4 2023 Jan 26, 2024	SELL	$23.14 - $32.0 $25,222 - $34,880	-1,090 Reduced 35.56%	1,975 $62,000
Q3 2023 Oct 11, 2023	BUY	$22.81 - $33.58 $49,383 - $72,700	2,165 Added 240.56%	3,065 $71,000
Q2 2023 Aug 08, 2023	BUY	$26.02 - $33.16 $19,515 - $24,869	750 Added 500.0%	900 $25,000
Q1 2023 Apr 25, 2023	SELL	$27.16 - $40.83 $77,270 - $116,161	-2,845 Reduced 94.99%	150 $4,000
Q4 2022 Jan 30, 2023	BUY	$27.79 - $38.15 $39,989 - $54,897	1,439 Added 92.48%	2,995 $84,000
Q3 2022 Nov 14, 2022	SELL	$31.15 - $47.12 $87,687 - $132,642	-2,815 Reduced 64.4%	1,556 $48,000
Q2 2022 Jul 22, 2022	BUY	$25.11 - $57.65 $39,874 - $91,548	1,588 Added 57.06%	4,371 $138,000
Q1 2022 May 16, 2022	BUY	$41.31 - $62.77 $114,965 - $174,688	2,783 New	2,783 $153,000

Others Institutions Holding BROS

# of Institutions

391

Shares Held

97.3M

Call Options Held

1.84M

Put Options Held

1.87M

View Full List

About Dutch Bros Inc.

Ticker BROS
Exchange NYSE
Sector Consumer Cyclical
Industry Restaurants
Shares Outstandng 39,558,000
Market Cap $2.23B
Description
Dutch Bros Inc. operates and franchises drive-thru shops. It offers Dutch Bros hot and cold espresso-based beverages, and cold brew coffee products, as well as Blue Rebel energy drinks, tea, lemonade, smoothies, and other beverages through company-operated shops and online channels. As of May 11, 2022, it operated 572 drive-thru coffee locations...

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Geneos Wealth Management Inc. Dutch Bros Inc. Transaction History