Geneos Wealth Management Inc. Spdr Ser Tr Spdr Msci Acwi Ex Transaction History

Geneos Wealth Management Inc.

  • $2.6 Billion
  • Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in Spdr Ser Tr Spdr Msci Acwi Ex stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,086 shares of CWI stock, worth $61,390. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,086
Previous 2,495 16.39%
Holding current value
$61,390
Previous $70,000 10.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024
SELL
$27.15 - $30.78 $11,104 - $12,589
-409 Reduced 16.39%
2,086 $63,000
Q1 2024

May 03, 2024
SELL
$26.02 - $28.41 $6,583 - $7,187
-253 Reduced 9.21%
2,495 $70,000
Q4 2023

Jan 26, 2024
BUY
$23.83 - $27.04 $19,064 - $21,632
800 Added 41.07%
2,748 $74,000
Q3 2023

Oct 11, 2023
SELL
$24.77 - $27.04 $29,129 - $31,799
-1,176 Reduced 37.64%
1,948 $48,000
Q2 2023

Aug 08, 2023
SELL
$25.26 - $26.55 $23,719 - $24,930
-939 Reduced 23.11%
3,124 $81,000
Q1 2023

Apr 25, 2023
BUY
$24.17 - $26.36 $12,447 - $13,575
515 Added 14.52%
4,063 $104,000
Q4 2022

Jan 30, 2023
BUY
$21.09 - $25.07 $1,265 - $1,504
60 Added 1.72%
3,548 $85,000
Q3 2022

Nov 14, 2022
BUY
$21.19 - $25.02 $22,419 - $26,471
1,058 Added 43.54%
3,488 $73,000
Q2 2022

Jul 22, 2022
BUY
$23.43 - $28.02 $47,000 - $56,208
2,006 Added 473.11%
2,430 $0
Q1 2022

May 16, 2022
BUY
$25.48 - $29.95 $10,803 - $12,698
424 New
424 $11,000

Others Institutions Holding CWI

# of Institutions
234
Shares Held
41.6M
Call Options Held
6.7K
Put Options Held
60.7K
View Full List

About SPDR SER TR SPDR MSCI ACWI EX

CWI Quotes by TradingView
  • Ticker CWI
  • Sector ETFs
  • Industry ETFs
More about CWI
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