Geneos Wealth Management Inc. Invesco Et Self Idxd Fd Tr Bul Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	SELL	N/A	-2,305 Reduced 37.27%	3,880 $85,000
Q2 2022 Jul 22, 2022	SELL	N/A	-3,388 Reduced 35.39%	6,185 $0
Q1 2022 May 16, 2022	SELL	N/A	-3,090 Reduced 24.4%	9,573 $219,000
Q4 2021 Feb 09, 2022	SELL	N/A	-625 Reduced 4.7%	12,663 $294,000
Q3 2021 Nov 09, 2021	SELL	N/A	-1,950 Reduced 12.8%	13,288 $308,000
Q2 2021 Jul 08, 2021	SELL	N/A	-2 Reduced 0.01%	15,238 $356,000
Q1 2021 Jun 17, 2021	SELL	N/A	-100 Reduced 0.65%	15,240 $355,000
Q4 2020 May 19, 2021	BUY	N/A	3,232 Added 26.69%	15,340 $347,000
Q3 2020 Sep 07, 2021	BUY	N/A	350 Added 2.98%	12,108 $275,000
Q2 2020 Sep 07, 2021	SELL	N/A	-500 Reduced 4.08%	11,758 $261,000
Q1 2020 Sep 07, 2021	BUY	N/A	343 Added 2.88%	12,258 $263,000
Q4 2019 Sep 07, 2021	BUY	N/A	500 Added 4.38%	11,915 $290,000
Q2 2019 Sep 07, 2021	BUY	N/A	100 Added 0.88%	11,415 $279,000
Q1 2019 Sep 07, 2021	BUY	N/A	850 Added 8.12%	11,315 $276,000
Q4 2018 Sep 07, 2021	BUY	N/A	1,150 Added 12.35%	10,465 $242,000
Q3 2018 Sep 07, 2021	BUY	N/A	7,310 Added 364.59%	9,315 $229,000
Q2 2018 Sep 07, 2021	BUY	N/A	2,005 New	2,005 $49,000

Others Institutions Holding BSJM

# of Institutions

3

Shares Held

239K

Call Options Held

0

Put Options Held

0

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Ticker BSJM

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