Geneos Wealth Management Inc. Spdr Index Shs Fds Msci Eafe F Transaction History

Geneos Wealth Management Inc.

$2.88 Billion
Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in Spdr Index Shs Fds Msci Eafe F stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 196 shares of EFAX stock, worth $9,302. This represents 0.0% of its overall portfolio holdings.

Number of Shares

196

Previous 375 47.73%

Holding current value

$9,302

Previous $16,000 50.0%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 21, 2025	SELL	$39.43 - $44.62 $7,057 - $7,986	-179 Reduced 47.73%	196 $8,000
Q1 2025 May 07, 2025	BUY	$39.43 - $44.62 $5,362 - $6,068	136 Added 56.9%	375 $16,000
Q4 2024 Jan 21, 2025	SELL	$39.65 - $43.4 $1,149 - $1,258	-29 Reduced 10.82%	239 $9,000
Q3 2024 Nov 14, 2024	BUY	$39.23 - $44.22 $6,708 - $7,561	171 Added 176.29%	268 $11,000
Q2 2024 Jul 23, 2024	SELL	$39.35 - $42.42 $157 - $169	-4 Reduced 3.96%	97 $3,000
Q1 2024 May 03, 2024	BUY	$38.04 - $41.69 $1,635 - $1,792	43 Added 74.14%	101 $4,000
Q4 2023 Jan 26, 2024	BUY	$33.71 - $39.17 $1,955 - $2,271	58 New	58 $2,000
Q2 2021 Jul 08, 2021	SELL	$40.76 - $43.07 $26,004 - $27,478	-638 Reduced 68.02%	300 $25,000
Q4 2020 May 19, 2021	BUY	$32.86 - $39.21 $20,964 - $25,015	638 Added 212.67%	938 $24,000
Q2 2018 Sep 07, 2021	BUY	N/A	300 New	300 $20,000

Others Institutions Holding EFAX

# of Institutions

Shares Held

4.83M

Call Options Held

Put Options Held

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About SPDR INDEX SHS FDS MSCI EAFE F

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Geneos Wealth Management Inc. Spdr Index Shs Fds Msci Eafe F Transaction History