A detailed history of Geneos Wealth Management Inc. transactions in John Hancock Financial Opportunities Fund stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 165 shares of BTO stock, worth $6,095. This represents 0.0% of its overall portfolio holdings.

Number of Shares
165
Previous 165 -0.0%
Holding current value
$6,095
Previous $5,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022

SELL
$31.2 - $39.84 $44,616 - $56,971
-1,430 Reduced 89.66%
165 $5,000
Q2 2022

Jul 22, 2022

BUY
$32.16 - $40.08 $9,647 - $12,024
300 Added 23.17%
1,595 $59,000
Q1 2022

May 16, 2022

BUY
$40.2 - $52.03 $25,125 - $32,518
625 Added 93.28%
1,295 $52,000
Q3 2021

Nov 09, 2021

SELL
$37.43 - $44.1 $7,486 - $8,820
-200 Reduced 22.99%
670 $29,000
Q2 2021

Jul 08, 2021

SELL
$35.95 - $44.45 $43,140 - $53,340
-1,200 Reduced 57.97%
870 $32,000
Q1 2021

Jun 17, 2021

BUY
$29.41 - $39.09 $10,734 - $14,267
365 Added 21.41%
2,070 $80,000
Q2 2020

Sep 07, 2021

BUY
$16.16 - $27.45 $3,232 - $5,490
200 Added 13.29%
1,705 $36,000
Q1 2020

Sep 07, 2021

BUY
$12.35 - $36.81 $6,175 - $18,405
500 Added 49.75%
1,505 $28,000
Q3 2019

Sep 07, 2021

BUY
$29.53 - $33.42 $14,765 - $16,710
500 Added 99.01%
1,005 $32,000
Q3 2016

Sep 07, 2021

SELL
N/A
-216 Reduced 29.96%
505 $14,000
Q2 2016

Sep 07, 2021

BUY
N/A
3 Added 0.42%
721 $18,000
Q1 2016

Sep 07, 2021

BUY
N/A
718
718 $18,000

Others Institutions Holding BTO

About JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND


  • Ticker BTO
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • John Hancock Financial Opportunities Fund is a closed-ended equity mutual fund launched and managed by John Hancock Investment Management LLC. It is co-managed by John Hancock Asset Management. The fund invests in the public equity markets across the globe. It seeks to invest in the stocks of companies operating across the financial services sec...
More about BTO
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