A detailed history of Geneos Wealth Management Inc. transactions in Direxion Shs ETF Tr Auspice Br stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 25,304 shares of COM stock, worth $722,429. This represents 0.03% of its overall portfolio holdings.

Number of Shares
25,304
Previous 25,739 1.69%
Holding current value
$722,429
Previous $744,000 2.28%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 14, 2024

SELL
$28.26 - $29.46 $12,293 - $12,815
-435 Reduced 1.69%
25,304 $727,000
Q2 2024

Jul 23, 2024

SELL
$28.46 - $30.33 $7,399 - $7,885
-260 Reduced 1.0%
25,739 $744,000
Q1 2024

May 03, 2024

SELL
$27.6 - $28.67 $828 - $860
-30 Reduced 0.12%
25,999 $735,000
Q4 2023

Jan 26, 2024

SELL
$27.64 - $29.65 $53,289 - $57,165
-1,928 Reduced 6.9%
26,029 $723,000
Q3 2023

Oct 11, 2023

BUY
$29.23 - $30.52 $8,739 - $9,125
299 Added 1.08%
27,957 $830,000
Q2 2023

Aug 08, 2023

SELL
$29.43 - $31.53 $209,688 - $224,651
-7,125 Reduced 20.48%
27,658 $813,000
Q1 2023

Apr 25, 2023

BUY
$29.18 - $30.67 $15,290 - $16,071
524 Added 1.53%
34,783 $1.07 Million
Q4 2022

Jan 30, 2023

BUY
$29.39 - $30.29 $22,718 - $23,414
773 Added 2.31%
34,259 $1.01 Million
Q3 2022

Nov 14, 2022

BUY
$29.79 - $30.83 $12,541 - $12,979
421 Added 1.27%
33,486 $998,000
Q2 2022

Jul 22, 2022

BUY
$31.0 - $34.81 $235,228 - $264,138
7,588 Added 29.78%
33,065 $1.03 Million
Q1 2022

May 16, 2022

BUY
$29.12 - $35.81 $186,280 - $229,076
6,397 Added 33.53%
25,477 $845,000
Q4 2021

Feb 09, 2022

BUY
$28.78 - $33.06 $125,193 - $143,811
4,350 Added 29.53%
19,080 $556,000
Q3 2021

Nov 09, 2021

BUY
$29.74 - $31.68 $85,948 - $91,555
2,890 Added 24.41%
14,730 $469,000
Q2 2021

Jul 08, 2021

BUY
$27.59 - $30.67 $189,543 - $210,702
6,870 Added 138.23%
11,840 $360,000
Q1 2021

Jun 17, 2021

BUY
$25.27 - $28.57 $125,591 - $141,992
4,970 New
4,970 $146,000

Others Institutions Holding COM

About DIREXION SHS ETF TR AUSPICE BR


  • Ticker COM
  • Sector ETFs
  • Industry ETFs
More about COM
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.