Geneos Wealth Management Inc. Agf Invts Tr Agfiq Us Mkt Neut Transaction History

Geneos Wealth Management Inc.

  • $2.17 Billion
  • Q1 2024

A detailed history of Geneos Wealth Management Inc. transactions in Agf Invts Tr Agfiq Us Mkt Neut stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 43,750 shares of BTAL stock, worth $858,375. This represents 0.04% of its overall portfolio holdings.

Number of Shares
43,750
Previous 41,386 5.71%
Holding current value
$858,375
Previous $701,000 12.41%
% of portfolio
0.04%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$17.27 - $18.62 $40,826 - $44,017
2,364 Added 5.71%
43,750 $788,000
Q4 2023

Jan 26, 2024
BUY
$16.65 - $21.27 $54,095 - $69,106
3,249 Added 8.52%
41,386 $701,000
Q3 2023

Oct 11, 2023
BUY
$17.84 - $20.16 $377,976 - $427,129
21,187 Added 125.0%
38,137 $757,000
Q2 2023

Aug 08, 2023
SELL
$18.68 - $21.14 $38,331 - $43,379
-2,052 Reduced 10.8%
16,950 $317,000
Q1 2023

Apr 25, 2023
BUY
$19.02 - $21.49 $303,996 - $343,474
15,983 Added 529.41%
19,002 $387,000
Q4 2022

Jan 30, 2023
BUY
$19.7 - $21.59 $59,474 - $65,180
3,019 New
3,019 $64,000

Others Institutions Holding BTAL

# of Institutions
71
Shares Held
8.73M
Call Options Held
100
Put Options Held
0
View Full List

About AGF INVTS TR AGFIQ US MKT NEUT

BTAL Quotes by TradingView
  • Ticker BTAL
  • Sector ETFs
  • Industry ETFs
More about BTAL
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