A detailed history of Geneos Wealth Management Inc. transactions in United States Copper Index Fun stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 923 shares of CPER stock, worth $23,896. This represents 0.0% of its overall portfolio holdings.

Number of Shares
923
Previous 2,997 69.2%
Holding current value
$23,896
Previous $81,000 67.9%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

SELL
$24.71 - $28.93 $51,248 - $60,000
-2,074 Reduced 69.2%
923 $26,000
Q2 2024

Jul 23, 2024

BUY
$25.39 - $31.38 $18,433 - $22,781
726 Added 31.97%
2,997 $81,000
Q1 2024

May 03, 2024

BUY
$22.95 - $25.76 $52,119 - $58,500
2,271 New
2,271 $57,000

Others Institutions Holding CPER

About UNITED STATES COPPER INDEX FUN


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