Geneos Wealth Management Inc. Evergy, Inc. Transaction History

Geneos Wealth Management Inc.

$2.17 Billion
Q1 2024

A detailed history of Geneos Wealth Management Inc. transactions in Evergy, Inc. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,227 shares of EVRG stock, worth $64,368. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,227

Previous 1,224 0.25%

Holding current value

$64,368

Previous $63,000 3.17%

% of portfolio

0.0%

Previous 0.0%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	BUY	$48.62 - $54.21 $145 - $162	3 Added 0.25%	1,227 $65,000
Q4 2023 Jan 26, 2024	BUY	$48.05 - $53.37 $144 - $160	3 Added 0.25%	1,224 $63,000
Q3 2023 Oct 11, 2023	BUY	$50.42 - $61.56 $4,134 - $5,047	82 Added 7.2%	1,221 $61,000
Q2 2023 Aug 08, 2023	SELL	$57.02 - $63.68 $28,338 - $31,648	-497 Reduced 30.38%	1,139 $66,000
Q1 2023 Apr 25, 2023	BUY	$57.15 - $64.96 $9,201 - $10,458	161 Added 10.92%	1,636 $99,000

Q4 2022 Jan 30, 2023	SELL	$56.27 - $63.52 $8,834 - $9,972	-157 Reduced 9.62%	1,475 $92,000
Q3 2022 Nov 14, 2022	SELL	$59.4 - $71.43 $72,349 - $87,001	-1,218 Reduced 42.74%	1,632 $96,000
Q2 2022 Jul 22, 2022	SELL	$60.14 - $72.62 $1,383 - $1,670	-23 Reduced 0.8%	2,850 $185,000
Q1 2022 May 16, 2022	SELL	$60.2 - $68.34 $963 - $1,093	-16 Reduced 0.55%	2,873 $196,000
Q4 2021 Feb 09, 2022	SELL	$61.8 - $68.61 $132,561 - $147,168	-2,145 Reduced 42.61%	2,889 $198,000
Q3 2021 Nov 09, 2021	SELL	$61.39 - $69.26 $479,210 - $540,643	-7,806 Reduced 60.79%	5,034 $311,000
Q2 2021 Jul 08, 2021	SELL	$59.93 - $64.81 $75,391 - $81,530	-1,258 Reduced 8.92%	12,840 $790,000
Q1 2021 Jun 17, 2021	SELL	$52.41 - $60.16 $135,846 - $155,934	-2,592 Reduced 15.53%	14,098 $901,000
Q4 2020 May 19, 2021	BUY	$50.82 - $58.59 $547,890 - $631,658	10,781 Added 182.45%	16,690 $814,000
Q3 2020 Sep 07, 2021	SELL	$49.12 - $64.83 $5,501 - $7,260	-112 Reduced 1.86%	5,909 $297,000
Q2 2020 Sep 07, 2021	BUY	$51.75 - $65.1 $76,745 - $96,543	1,483 Added 32.68%	6,021 $349,000
Q1 2020 Sep 07, 2021	SELL	$44.92 - $73.91 $5,480 - $9,017	-122 Reduced 2.62%	4,538 $261,000
Q4 2019 Sep 07, 2021	BUY	$62.14 - $66.28 $6,276 - $6,694	101 Added 2.22%	4,660 $298,000
Q3 2019 Sep 07, 2021	SELL	$60.16 - $67.31 $24,665 - $27,597	-410 Reduced 8.25%	4,559 $303,000
Q2 2019 Sep 07, 2021	BUY	$56.41 - $61.34 $169 - $184	3 Added 0.06%	4,969 $298,000
Q1 2019 Sep 07, 2021	BUY	$54.84 - $59.87 $164 - $179	3 Added 0.06%	4,966 $288,000
Q4 2018 Sep 07, 2021	BUY	$54.89 - $60.77 $164 - $182	3 Added 0.06%	4,963 $280,000
Q3 2018 Sep 07, 2021	SELL	$54.23 - $58.95 $49,132 - $53,408	-906 Reduced 15.44%	4,960 $272,000
Q2 2018 Sep 07, 2021	BUY	$50.65 - $57.04 $297,112 - $334,596	5,866 New	5,866 $329,000

Others Institutions Holding EVRG

# of Institutions

744

Shares Held

195M

Call Options Held

223K

Put Options Held

991K

View Full List

About Evergy, Inc.

Ticker EVRG
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 229,522,000
Market Cap $12B
Description
Evergy, Inc., together with its subsidiaries, engages in the generation, transmission, distribution, and sale of electricity in Kansas and Missouri, the United States. It generates electricity through coal, hydroelectric, landfill gas, uranium, and natural gas and oil sources, as well as solar, wind, other renewable sources. The company has appr...

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Geneos Wealth Management Inc. Evergy, Inc. Transaction History