Geneos Wealth Management Inc. Global X Fds Global X S&P 500 Transaction History

Geneos Wealth Management Inc.

$3.92 Billion
Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Global X Fds Global X S&P 500 stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 602 shares of CATH stock, worth $48,912. This represents 0.0% of its overall portfolio holdings.

Number of Shares

602

Previous 562 7.12%

Holding current value

$48,912

Previous $37,000 21.62%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	BUY	$59.85 - $75.45 $2,394 - $3,018	40 Added 7.12%	602 $45,000
Q1 2025 May 07, 2025	BUY	$66.14 - $74.2 $10,053 - $11,278	152 Added 37.07%	562 $37,000
Q4 2024 Jan 21, 2025	BUY	$68.5 - $73.81 $959 - $1,033	14 Added 3.54%	410 $29,000
Q3 2024 Nov 14, 2024	BUY	$62.26 - $69.39 $3,113 - $3,469	50 Added 14.45%	396 $27,000
Q2 2024 Jul 23, 2024	BUY	$60.01 - $66.14 $1,560 - $1,719	26 Added 8.13%	346 $22,000
Q1 2024 May 03, 2024	BUY	$56.96 - $63.64 $1,936 - $2,163	34 Added 11.89%	320 $20,000
Q4 2023 Jan 26, 2024	BUY	$50.0 - $58.53 $5,800 - $6,789	116 Added 68.24%	286 $16,000
Q1 2023 Apr 25, 2023	BUY	$46.11 - $51.11 $7,838 - $8,688	170 New	170 $8,000
Q3 2021 Nov 09, 2021	BUY	$52.67 - $56.46 $10,534 - $11,292	200 New	200 $10,000

Others Institutions Holding CATH

# of Institutions

203

Shares Held

6.58M

Call Options Held

Put Options Held

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About GLOBAL X FDS GLOBAL X S&P 500

Ticker CATH
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Geneos Wealth Management Inc. Global X Fds Global X S&P 500 Transaction History