Geneos Wealth Management Inc. Edwards Lifesciences Corp Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in Edwards Lifesciences Corp stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 7,126 shares of EW stock, worth $533,096. This represents 0.02% of its overall portfolio holdings.

Number of Shares

7,126

Previous 7,007 1.7%

Holding current value

$533,096

Previous $647,000 27.36%

% of portfolio

0.02%

Previous 0.03%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$59.7 - $93.78 $7,104 - $11,159	119 Added 1.7%	7,126 $470,000
Q2 2024 Jul 23, 2024	SELL	$84.3 - $94.31 $16,775 - $18,767	-199 Reduced 2.76%	7,007 $647,000
Q1 2024 May 03, 2024	SELL	$72.54 - $95.56 $10,083 - $13,282	-139 Reduced 1.89%	7,206 $688,000
Q4 2023 Jan 26, 2024	BUY	$61.71 - $77.76 $6,171 - $7,776	100 Added 1.38%	7,345 $560,000
Q3 2023 Oct 11, 2023	BUY	$69.28 - $93.38 $11,777 - $15,874	170 Added 2.4%	7,245 $501,000
Q2 2023 Aug 08, 2023	SELL	$81.41 - $94.33 $30,854 - $35,751	-379 Reduced 5.08%	7,075 $667,000
Q1 2023 Apr 25, 2023	BUY	$74.26 - $84.51 $23,169 - $26,367	312 Added 4.37%	7,454 $616,000
Q4 2022 Jan 30, 2023	BUY	$68.3 - $87.44 $5,327 - $6,820	78 Added 1.1%	7,142 $532,000
Q3 2022 Nov 14, 2022	SELL	$82.37 - $107.29 $123,472 - $160,827	-1,499 Reduced 17.51%	7,064 $583,000
Q2 2022 Jul 22, 2022	SELL	$86.5 - $128.27 $28,112 - $41,687	-325 Reduced 3.66%	8,563 $814,000
Q1 2022 May 16, 2022	SELL	$101.96 - $128.34 $181,488 - $228,445	-1,780 Reduced 16.69%	8,888 $1.05 Million
Q4 2021 Feb 09, 2022	BUY	$106.37 - $130.68 $237,949 - $292,331	2,237 Added 26.53%	10,668 $1.38 Million
Q3 2021 Nov 09, 2021	SELL	$102.91 - $122.75 $7,100 - $8,469	-69 Reduced 0.81%	8,431 $946,000
Q2 2021 Jul 08, 2021	BUY	$83.84 - $104.76 $482,834 - $603,312	5,759 Added 210.11%	8,500 $906,000
Q4 2020 May 19, 2021	BUY	$71.69 - $91.23 $48,892 - $62,218	682 Added 33.12%	2,741 $225,000
Q3 2020 Sep 07, 2021	SELL	$67.19 - $87.44 $130,550 - $169,895	-1,943 Reduced 48.55%	2,059 $159,000
Q2 2020 Sep 07, 2021	BUY	$57.54 - $76.95 $153,516 - $205,302	2,668 Added 200.0%	4,002 $268,000
Q1 2020 Sep 07, 2021	BUY	$52.41 - $81.0 $5,241 - $8,100	100 Added 8.1%	1,334 $264,000
Q3 2018 Sep 07, 2021	BUY	$45.7 - $58.03 $6,489 - $8,240	142 Added 13.0%	1,234 $214,000
Q1 2018 Sep 07, 2021	SELL	$37.19 - $47.45 $706 - $901	-19 Reduced 1.71%	1,092 $152,000
Q4 2017 Sep 07, 2021	SELL	$33.79 - $39.39 $13,516 - $15,756	-400 Reduced 26.47%	1,111 $125,000
Q2 2017 Sep 07, 2021	SELL	N/A	-12 Reduced 0.79%	1,511 $178,000
Q1 2017 Sep 07, 2021	SELL	N/A	-23 Reduced 1.49%	1,523 $143,000
Q4 2016 Sep 07, 2021	BUY	N/A	104 Added 7.21%	1,546 $144,000
Q3 2016 Sep 07, 2021	BUY	N/A	50 Added 3.59%	1,442 $173,000
Q1 2016 Sep 07, 2021	BUY	N/A	1,392	1,392 $125,000

Others Institutions Holding EW

# of Institutions

1,350

Shares Held

457M

Call Options Held

9.76M

Put Options Held

3.92M

View Full List

About Edwards Lifesciences Corp

Ticker EW
Exchange NYSE
Sector Healthcare
Industry Medical Devices
Shares Outstandng 618,259,968
Market Cap $46.3B
Description
Edwards Lifesciences Corporation provides products and technologies for structural heart disease, and critical care and surgical monitoring in the United States, Europe, Japan, and internationally. It offers transcatheter heart valve replacement products for the minimally invasive replacement of heart valves; and transcatheter heart valve repair...

More about EW

Track This Portfolio

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.

Account

Geneos Wealth Management Inc. Edwards Lifesciences Corp Transaction History