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

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 28,262 shares of BSV stock, worth $2.23 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
28,262
Previous 55,614 49.18%
Holding current value
$2.23 Million
Previous $4.35 Million 48.91%
% of portfolio
0.06%
Previous 0.15%

Shares

39 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
SELL
$77.74 - $78.78 $2.13 Million - $2.15 Million
-27,352 Reduced 49.18%
28,262 $2.22 Million
Q1 2025

May 21, 2025
SELL
$76.94 - $78.28 $1.35 Million - $1.37 Million
-17,556 Reduced 23.99%
55,614 $4.35 Million
Q1 2025

May 07, 2025
BUY
$76.94 - $78.28 $2.96 Million - $3.01 Million
38,433 Added 110.64%
73,170 $5.73 Million
Q4 2024

Jan 21, 2025
SELL
$77.02 - $78.58 $130,009 - $132,643
-1,688 Reduced 4.63%
34,737 $2.68 Million
Q3 2024

Nov 14, 2024
BUY
$76.38 - $78.87 $580,717 - $599,648
7,603 Added 26.38%
36,425 $2.87 Million
Q2 2024

Jul 23, 2024
SELL
$75.81 - $76.76 $40,785 - $41,296
-538 Reduced 1.83%
28,822 $2.21 Million
Q1 2024

May 03, 2024
BUY
$76.34 - $77.25 $271,007 - $274,237
3,550 Added 13.75%
29,360 $2.25 Million
Q4 2023

Jan 26, 2024
SELL
$74.64 - $77.03 $302,739 - $312,433
-4,056 Reduced 13.58%
25,810 $1.99 Million
Q3 2023

Oct 11, 2023
BUY
$74.97 - $75.93 $630,572 - $638,647
8,411 Added 39.2%
29,866 $2.25 Million
Q2 2023

Aug 08, 2023
BUY
$75.52 - $76.97 $736,546 - $750,688
9,753 Added 83.34%
21,455 $1.62 Million
Q1 2023

Apr 25, 2023
BUY
$74.67 - $76.76 $552,782 - $568,254
7,403 Added 172.2%
11,702 $895,000
Q4 2022

Jan 30, 2023
SELL
$74.07 - $75.87 $48,515 - $49,694
-655 Reduced 13.22%
4,299 $323,000
Q3 2022

Nov 14, 2022
SELL
$74.52 - $77.47 $534,755 - $555,924
-7,176 Reduced 59.16%
4,954 $370,000
Q2 2022

Jul 22, 2022
SELL
$75.68 - $77.74 $181,177 - $186,109
-2,394 Reduced 16.48%
12,130 $0
Q1 2022

May 16, 2022
SELL
$77.66 - $80.73 $506,032 - $526,036
-6,516 Reduced 30.97%
14,524 $1.13 Million
Q4 2021

Feb 09, 2022
BUY
$80.78 - $81.98 $3,311 - $3,361
41 Added 0.2%
21,040 $1.7 Million
Q3 2021

Nov 09, 2021
BUY
$81.9 - $82.4 $365,519 - $367,751
4,463 Added 26.99%
20,999 $1.72 Million
Q2 2021

Jul 08, 2021
SELL
$82.08 - $82.43 $584,409 - $586,901
-7,120 Reduced 30.1%
16,536 $1.36 Million
Q1 2021

Jun 17, 2021
SELL
$82.08 - $82.89 $143,557 - $144,974
-1,749 Reduced 6.88%
23,656 $1.95 Million
Q4 2020

May 19, 2021
BUY
$82.67 - $82.96 $910,940 - $914,136
11,019 Added 76.6%
25,405 $1.35 Million
Q3 2020

Sep 07, 2021
SELL
$82.96 - $83.3 $412,394 - $414,084
-4,971 Reduced 25.68%
14,386 $1.19 Million
Q2 2020

Sep 07, 2021
BUY
$81.78 - $83.12 $812,238 - $825,547
9,932 Added 105.38%
19,357 $1.61 Million
Q1 2020

Sep 07, 2021
BUY
$78.67 - $82.51 $93,853 - $98,434
1,193 Added 14.49%
9,425 $770,000
Q4 2019

Sep 07, 2021
BUY
$80.41 - $81.14 $3,940 - $3,975
49 Added 0.6%
8,232 $663,000
Q3 2019

Sep 07, 2021
BUY
$80.39 - $80.84 $188,032 - $189,084
2,339 Added 40.02%
8,183 $660,000
Q2 2019

Sep 07, 2021
BUY
N/A
1,456 Added 33.18%
5,844 $470,000
Q1 2019

Sep 07, 2021
BUY
N/A
369 Added 9.18%
4,388 $349,000
Q4 2018

Sep 07, 2021
BUY
N/A
400 Added 11.05%
4,019 $315,000
Q3 2018

Sep 07, 2021
BUY
N/A
410 Added 12.78%
3,619 $282,000
Q2 2018

Sep 07, 2021
SELL
N/A
-851 Reduced 20.96%
3,209 $250,000
Q1 2018

Sep 07, 2021
SELL
N/A
-107 Reduced 2.57%
4,060 $318,000
Q4 2017

Sep 07, 2021
SELL
N/A
-3,147 Reduced 43.03%
4,167 $329,000
Q3 2017

Sep 07, 2021
SELL
N/A
-14,441 Reduced 66.38%
7,314 $583,000
Q2 2017

Sep 07, 2021
BUY
N/A
1,058 Added 5.11%
21,755 $1.74 Million
Q1 2017

Sep 07, 2021
BUY
N/A
3,815 Added 22.6%
20,697 $1.65 Million
Q4 2016

Sep 07, 2021
SELL
N/A
-404 Reduced 2.34%
16,882 $1.34 Million
Q3 2016

Sep 07, 2021
SELL
N/A
-403 Reduced 2.28%
17,286 $1.4 Million
Q2 2016

Sep 07, 2021
SELL
N/A
-7,351 Reduced 29.36%
17,689 $1.43 Million
Q1 2016

Sep 07, 2021
BUY
N/A
25,040
25,040 $2.02 Million

Others Institutions Holding BSV

# of Institutions
1,381
Shares Held
414M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD BD INDEX FD INC SHORT

BSV Quotes by TradingView
  • Ticker BSV
  • Sector ETFs
  • Industry ETFs
More about BSV
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email