Geneos Wealth Management Inc. Spdr S&P Emerging Dividends Et Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in Spdr S&P Emerging Dividends Et stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,947 shares of EDIV stock, worth $68,748. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,947

Previous 2,447 20.43%

Holding current value

$68,748

Previous $86,000 15.12%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$33.62 - $38.33 $16,810 - $19,165	-500 Reduced 20.43%	1,947 $73,000
Q4 2022 Jan 30, 2023	SELL	$21.69 - $24.33 $109,534 - $122,866	-5,050 Reduced 67.36%	2,447 $58,000
Q2 2022 Jul 22, 2022	BUY	$25.73 - $29.8 $142,801 - $165,390	5,550 Added 285.05%	7,497 $0
Q2 2021 Jul 08, 2021	SELL	$29.5 - $31.46 $1,091 - $1,164	-37 Reduced 1.86%	1,947 $58,000
Q1 2021 Jun 17, 2021	BUY	$27.72 - $30.15 $2,328 - $2,532	84 Added 4.42%	1,984 $59,000
Q4 2019 Sep 07, 2021	SELL	$29.44 - $32.1 $2,531 - $2,760	-86 Reduced 4.33%	1,900 $60,000
Q3 2019 Sep 07, 2021	BUY	$29.78 - $31.72 $59,143 - $62,995	1,986 New	1,986 $59,000
Q4 2016 Sep 07, 2021	SELL	N/A	-400 Closed	0 $0
Q1 2016 Sep 07, 2021	BUY	N/A	400	400 $10,000

Others Institutions Holding EDIV

# of Institutions

129

Shares Held

7.53M

Call Options Held

Put Options Held

View Full List

About SPDR S&P EMERGING DIVIDENDS ET

Ticker EDIV
Sector ETFs
Industry ETFs

More about EDIV

Track This Portfolio

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.

Account

Geneos Wealth Management Inc. Spdr S&P Emerging Dividends Et Transaction History