Geneos Wealth Management Inc. Vanguard Extended Duration Tre Transaction History

Geneos Wealth Management Inc.

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 08, 2023	SELL	$83.35 - $92.48 $47,342 - $52,528	-568 Reduced 90.59%	59 $5,000
Q1 2023 Apr 25, 2023	BUY	$83.61 - $92.95 $47,490 - $52,795	568 Added 962.71%	627 $56,000
Q1 2022 May 16, 2022	SELL	$117.2 - $135.66 $2,695 - $3,120	-23 Reduced 28.05%	59 $7,000
Q4 2021 Feb 09, 2022	SELL	$131.98 - $148.26 $1,847 - $2,075	-14 Reduced 14.58%	82 $11,000
Q3 2021 Nov 09, 2021	SELL	$135.0 - $144.99 $2,700 - $2,899	-20 Reduced 17.24%	96 $13,000
Q1 2021 Jun 17, 2021	BUY	$122.87 - $152.61 $6,020 - $7,477	49 Added 73.13%	116 $14,000
Q4 2020 May 19, 2021	SELL	$151.22 - $165.29 $77,575 - $84,793	-513 Reduced 88.45%	67 $8,000
Q1 2020 Sep 07, 2021	BUY	$131.58 - $178.36 $30,263 - $41,022	230 Added 65.71%	580 $99,000
Q4 2019 Sep 07, 2021	SELL	$129.98 - $145.35 $12,997 - $14,535	-100 Reduced 22.22%	350 $46,000
Q3 2019 Sep 07, 2021	SELL	$133.45 - $142.74 $41,369 - $44,249	-310 Reduced 40.79%	450 $63,000
Q2 2019 Sep 07, 2021	BUY	N/A	760 New	760 $96,000
Q1 2019 Sep 07, 2021	SELL	N/A	-15 Closed	0 $0
Q4 2018 Sep 07, 2021	SELL	N/A	-241 Reduced 94.14%	15 $1,000
Q3 2018 Sep 07, 2021	SELL	N/A	-15 Reduced 5.54%	256 $27,000
Q1 2018 Sep 07, 2021	SELL	N/A	-96 Reduced 26.16%	271 $31,000
Q4 2017 Sep 07, 2021	SELL	N/A	-2,398 Reduced 86.73%	367 $44,000
Q2 2017 Sep 07, 2021	SELL	N/A	-131 Reduced 4.52%	2,765 $324,000
Q1 2017 Sep 07, 2021	BUY	N/A	2,767 Added 2144.96%	2,896 $321,000
Q4 2016 Sep 07, 2021	BUY	N/A	113 Added 706.25%	129 $14,000
Q3 2016 Sep 07, 2021	BUY	N/A	16	16 $2,000

190

15.5M

416K

422K

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