Geneos Wealth Management Inc. Vanguard World Fd Esg U.S. Sto Transaction History

Geneos Wealth Management Inc.

  • $2.6 Billion
  • Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 4,053 shares of ESGV stock, worth $421,674. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,053
Previous 4,081 0.69%
Holding current value
$421,674
Previous $394,000 4.31%
% of portfolio
0.02%
Previous 0.02%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$91.37 - $101.65 $2,558 - $2,846
-28 Reduced 0.69%
4,053 $411,000
Q2 2024

Jul 23, 2024
BUY
$87.24 - $97.37 $261 - $292
3 Added 0.07%
4,081 $394,000
Q1 2024

May 03, 2024
BUY
$83.14 - $93.19 $166 - $186
2 Added 0.05%
4,078 $380,000
Q4 2023

Jan 26, 2024
BUY
$71.95 - $85.41 $85,404 - $101,381
1,187 Added 41.09%
4,076 $346,000
Q3 2023

Oct 11, 2023
SELL
$74.65 - $81.1 $5,748 - $6,244
-77 Reduced 2.6%
2,889 $217,000
Q2 2023

Aug 08, 2023
BUY
$70.39 - $78.35 $2,534 - $2,820
36 Added 1.23%
2,966 $232,000
Q1 2023

Apr 25, 2023
BUY
$65.27 - $73.55 $4,177 - $4,707
64 Added 2.23%
2,930 $210,000
Q4 2022

Jan 30, 2023
BUY
$62.41 - $70.74 $2,683 - $3,041
43 Added 1.52%
2,866 $188,000
Q3 2022

Nov 14, 2022
SELL
$62.91 - $76.54 $29,882 - $36,356
-475 Reduced 14.4%
2,823 $177,000
Q2 2022

Jul 22, 2022
BUY
$63.97 - $82.17 $69,791 - $89,647
1,091 Added 49.43%
3,298 $0
Q1 2022

May 16, 2022
BUY
$74.15 - $88.3 $7,934 - $9,448
107 Added 5.1%
2,207 $178,000
Q4 2021

Feb 09, 2022
BUY
$79.7 - $88.45 $58,101 - $64,480
729 Added 53.17%
2,100 $184,000
Q3 2021

Nov 09, 2021
BUY
$79.36 - $84.88 $20,951 - $22,408
264 Added 23.85%
1,371 $111,000
Q2 2021

Jul 08, 2021
SELL
$74.71 - $80.04 $99,214 - $106,293
-1,328 Reduced 54.54%
1,107 $89,000
Q1 2021

Jun 17, 2021
SELL
$69.3 - $74.47 $6,029 - $6,478
-87 Reduced 3.45%
2,435 $189,000
Q4 2020

May 19, 2021
BUY
$60.54 - $70.17 $102,736 - $119,078
1,697 Added 205.7%
2,522 $94,000
Q3 2020

Sep 07, 2021
BUY
$56.71 - $65.92 $13,100 - $15,227
231 Added 38.89%
825 $49,000
Q2 2020

Sep 07, 2021
SELL
$43.65 - $58.01 $960 - $1,276
-22 Reduced 3.57%
594 $32,000
Q1 2020

Sep 07, 2021
BUY
$39.72 - $60.05 $39 - $60
1 Added 0.16%
616 $27,000
Q4 2019

Sep 07, 2021
SELL
$50.36 - $56.77 $856 - $965
-17 Reduced 2.69%
615 $34,000
Q3 2019

Sep 07, 2021
BUY
$51.55 - $52.75 $19,692 - $20,150
382 Added 152.8%
632 $32,000
Q2 2019

Sep 07, 2021
BUY
N/A
250 New
250 $12,000

Others Institutions Holding ESGV

# of Institutions
543
Shares Held
27.2M
Call Options Held
700
Put Options Held
0
View Full List

About VANGUARD WORLD FD ESG U.S. STO

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