A detailed history of Geneos Wealth Management Inc. transactions in Carrier Global Corp stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 3,056 shares of CARR stock, worth $232,286. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,056
Previous 2,744 11.37%
Holding current value
$232,286
Previous $173,000 41.62%
% of portfolio
0.01%
Previous 0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$61.9 - $80.88 $19,312 - $25,234
312 Added 11.37%
3,056 $245,000
Q2 2024

Jul 23, 2024

BUY
$53.38 - $66.22 $2,669 - $3,311
50 Added 1.86%
2,744 $173,000
Q1 2024

May 03, 2024

BUY
$53.43 - $59.82 $13,036 - $14,596
244 Added 9.96%
2,694 $156,000
Q4 2023

Jan 26, 2024

SELL
$46.4 - $58.81 $10,718 - $13,585
-231 Reduced 8.62%
2,450 $140,000
Q3 2023

Oct 11, 2023

SELL
$49.07 - $59.8 $4,907 - $5,980
-100 Reduced 3.6%
2,681 $147,000
Q2 2023

Aug 08, 2023

BUY
$40.65 - $49.71 $7,682 - $9,395
189 Added 7.29%
2,781 $138,000
Q1 2023

Apr 25, 2023

SELL
$41.52 - $48.38 $4,899 - $5,708
-118 Reduced 4.35%
2,592 $118,000
Q4 2022

Jan 30, 2023

SELL
$34.06 - $44.93 $2,690 - $3,549
-79 Reduced 2.83%
2,710 $111,000
Q3 2022

Nov 14, 2022

SELL
$35.28 - $44.41 $109,720 - $138,115
-3,110 Reduced 52.72%
2,789 $99,000
Q2 2022

Jul 22, 2022

SELL
$34.41 - $46.04 $10,047 - $13,443
-292 Reduced 4.72%
5,899 $210,000
Q1 2022

May 16, 2022

BUY
$42.91 - $53.82 $3,861 - $4,843
90 Added 1.48%
6,191 $283,000
Q4 2021

Feb 09, 2022

BUY
$50.3 - $57.15 $2,464 - $2,800
49 Added 0.81%
6,101 $330,000
Q2 2021

Jul 08, 2021

SELL
$42.02 - $48.71 $33,826 - $39,211
-805 Reduced 11.74%
6,052 $293,000
Q1 2021

Jun 17, 2021

SELL
$35.52 - $42.36 $2,308 - $2,753
-65 Reduced 0.94%
6,857 $298,000
Q4 2020

May 19, 2021

SELL
$30.77 - $40.5 $27,446 - $36,126
-892 Reduced 11.42%
6,922 $275,000
Q3 2020

Sep 07, 2021

SELL
$22.61 - $31.03 $49,787 - $68,328
-2,202 Reduced 21.98%
7,814 $238,000
Q2 2020

Sep 07, 2021

BUY
$12.89 - $24.37 $129,106 - $244,089
10,016 New
10,016 $210,000

Others Institutions Holding CARR

About CARRIER GLOBAL Corp


  • Ticker CARR
  • Exchange NYSE
  • Sector Industrials
  • Industry Building Products & Equipment
  • Shares Outstandng 836,262,016
  • Market Cap $63.6B
  • Description
  • Carrier Global Corporation provides heating, ventilating, and air conditioning (HVAC), refrigeration, fire, security, and building automation technologies worldwide. It operates through three segments: HVAC, Refrigeration, and Fire & Security. The HVAC segment provides products, controls, services, and solutions to meet the heating, cooling,...
More about CARR
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