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 229 shares of EFIV stock, worth $13,272. This represents 0.0% of its overall portfolio holdings.

Number of Shares
229
Previous 229 -0.0%
Holding current value
$13,272
Previous $12,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SPDR SER TR SPDR S&P 500 ESG E


  • Ticker EFIV
  • Sector Technology
More about EFIV
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

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.