Geneos Wealth Management Inc. Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Geneos Wealth Management Inc.

$3.92 Billion
Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 65 shares of EFIV stock, worth $4,128. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 695 90.65%

Holding current value

$4,128

Previous $37,000 91.89%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	SELL	$47.24 - $58.55 $29,761 - $36,886	-630 Reduced 90.65%	65 $3,000
Q1 2025 May 07, 2025	BUY	$52.53 - $58.51 $24,058 - $26,797	458 Added 193.25%	695 $37,000
Q4 2024 Jan 21, 2025	BUY	$55.05 - $58.86 $440 - $470	8 Added 3.49%	237 $13,000
Q2 2024 Jul 23, 2024	BUY	$47.87 - $53.62 $191 - $214	4 Added 1.78%	229 $12,000
Q1 2024 May 03, 2024	BUY	$45.34 - $50.65 $2,130 - $2,380	47 Added 26.4%	225 $11,000
Q4 2023 Jan 26, 2024	BUY	$40.0 - $46.3 $2,120 - $2,453	53 Added 42.4%	178 $8,000
Q3 2023 Oct 11, 2023	SELL	$41.29 - $44.55 $42,693 - $46,064	-1,034 Reduced 89.21%	125 $5,000
Q4 2022 Jan 30, 2023	BUY	$34.22 - $39.09 $444 - $508	13 Added 1.13%	1,159 $42,000
Q2 2022 Jul 22, 2022	BUY	$35.19 - $43.89 $35,928 - $44,811	1,021 Added 816.8%	1,146 $0
Q4 2021 Feb 09, 2022	BUY	$40.27 - $45.59 $5,033 - $5,698	125 New	125 $5,000

Others Institutions Holding EFIV

# of Institutions

124

Shares Held

5.24M

Call Options Held

Put Options Held

View Full List

About SPDR SER TR SPDR S&P 500 ESG E

Ticker EFIV
Sector Technology

More about EFIV

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Geneos Wealth Management Inc. Spdr Ser Tr Spdr S&P 500 Esg E Transaction History