Geneos Wealth Management Inc. Msci Eafe Growth ETF Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 32,427 shares of EFG stock, worth $3.27 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
32,427
Previous 31,768 2.07%
Holding current value
$3.27 Million
Previous $3.42 Million 8.19%
% of portfolio
0.11%
Previous 0.13%

Shares

36 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$96.83 - $106.88 $63,810 - $70,433
659 Added 2.07%
32,427 $3.14 Million
Q3 2024

Nov 14, 2024
BUY
$96.84 - $108.77 $127,344 - $143,032
1,315 Added 4.32%
31,768 $3.42 Million
Q2 2024

Jul 23, 2024
BUY
$97.17 - $106.25 $90,562 - $99,025
932 Added 3.16%
30,453 $3.12 Million
Q1 2024

May 03, 2024
BUY
$93.77 - $104.85 $311,879 - $348,731
3,326 Added 12.7%
29,521 $3.06 Million
Q4 2023

Jan 26, 2024
BUY
$82.53 - $96.98 $34,332 - $40,343
416 Added 1.61%
26,195 $2.54 Million
Q3 2023

Oct 11, 2023
BUY
$85.55 - $97.39 $116,519 - $132,645
1,362 Added 5.58%
25,779 $2.22 Million
Q2 2023

Aug 08, 2023
SELL
$93.15 - $96.95 $13,879 - $14,445
-149 Reduced 0.61%
24,417 $2.33 Million
Q1 2023

Apr 25, 2023
BUY
$84.36 - $93.68 $458,159 - $508,776
5,431 Added 28.38%
24,566 $2.3 Million
Q4 2022

Jan 30, 2023
BUY
$72.2 - $88.14 $4,765 - $5,817
66 Added 0.35%
19,135 $1.6 Million
Q3 2022

Nov 14, 2022
BUY
$71.9 - $88.11 $69,814 - $85,554
971 Added 5.37%
19,069 $1.38 Million
Q2 2022

Jul 22, 2022
SELL
$77.95 - $97.78 $2,884 - $3,617
-37 Reduced 0.2%
18,098 $1.46 Million
Q1 2022

May 16, 2022
BUY
$87.3 - $110.53 $93,149 - $117,935
1,067 Added 6.25%
18,135 $1.75 Million
Q4 2021

Feb 09, 2022
BUY
$105.06 - $113.44 $177,026 - $191,146
1,685 Added 10.95%
17,068 $1.88 Million
Q3 2021

Nov 09, 2021
BUY
$105.79 - $113.94 $21,158 - $22,788
200 Added 1.32%
15,383 $1.64 Million
Q2 2021

Jul 08, 2021
SELL
$102.07 - $109.39 $90,434 - $96,919
-886 Reduced 5.51%
15,183 $1.64 Million
Q1 2021

Jun 17, 2021
SELL
$97.17 - $105.39 $15,061 - $16,335
-155 Reduced 0.96%
16,069 $1.68 Million
Q4 2020

May 19, 2021
SELL
$86.3 - $101.51 $345 - $406
-4 Reduced 0.02%
16,224 $1.54 Million
Q3 2020

Sep 07, 2021
SELL
$83.58 - $91.81 $138,575 - $152,220
-1,658 Reduced 9.27%
16,228 $1.45 Million
Q2 2020

Sep 07, 2021
BUY
$68.27 - $84.77 $6,690 - $8,307
98 Added 0.55%
17,886 $1.48 Million
Q1 2020

Sep 07, 2021
SELL
$62.16 - $88.65 $100,823 - $143,790
-1,622 Reduced 8.36%
17,788 $1.25 Million
Q4 2019

Sep 07, 2021
SELL
$78.11 - $86.74 $11,247 - $12,490
-144 Reduced 0.74%
19,410 $1.68 Million
Q3 2019

Sep 07, 2021
SELL
$76.85 - $82.17 $58,867 - $62,942
-766 Reduced 3.77%
19,554 $1.57 Million
Q2 2019

Sep 07, 2021
BUY
$76.79 - $80.92 $133,691 - $140,881
1,741 Added 9.37%
20,320 $1.64 Million
Q1 2019

Sep 07, 2021
BUY
$68.09 - $77.86 $59,238 - $67,738
870 Added 4.91%
18,579 $1.44 Million
Q4 2018

Sep 07, 2021
SELL
$66.77 - $80.32 $17,226 - $20,722
-258 Reduced 1.44%
17,709 $1.22 Million
Q3 2018

Sep 07, 2021
BUY
$77.44 - $81.34 $25,013 - $26,272
323 Added 1.83%
17,967 $1.44 Million
Q2 2018

Sep 07, 2021
SELL
$78.08 - $82.76 $120,945 - $128,195
-1,549 Reduced 8.07%
17,644 $1.39 Million
Q1 2018

Sep 07, 2021
BUY
$77.76 - $85.74 $102,954 - $113,519
1,324 Added 7.41%
19,193 $1.54 Million
Q4 2017

Sep 07, 2021
BUY
$77.45 - $80.74 $324,128 - $337,896
4,185 Added 30.58%
17,869 $1.44 Million
Q3 2017

Sep 07, 2021
BUY
$76.75 - $77.39 $11,819 - $11,918
154 Added 1.14%
13,684 $1.06 Million
Q2 2017

Sep 07, 2021
BUY
N/A
890 Added 7.04%
13,530 $1 Million
Q1 2017

Sep 07, 2021
BUY
N/A
132 Added 1.06%
12,640 $878,000
Q4 2016

Sep 07, 2021
BUY
N/A
1,114 Added 9.78%
12,508 $796,000
Q3 2016

Sep 07, 2021
BUY
N/A
399 Added 3.63%
11,394 $779,000
Q2 2016

Sep 07, 2021
BUY
N/A
1,686 Added 18.11%
10,995 $720,000
Q1 2016

Sep 07, 2021
BUY
N/A
9,309
9,309 $606,000

Others Institutions Holding EFG

# of Institutions
999
Shares Held
138M
Call Options Held
100
Put Options Held
0
View Full List

About MSCI EAFE GROWTH ETF

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