Geneos Wealth Management Inc. Spdr S&P Emerging Markets Smal Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Spdr S&P Emerging Markets Smal stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 64 shares of EWX stock, worth $3,703. This represents 0.0% of its overall portfolio holdings.

Number of Shares
64
Holding current value
$3,703
% of portfolio
0.0%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$58.61 - $64.79 $3,751 - $4,146
64 New
64 $3,000
Q1 2024

May 03, 2024
BUY
$53.3 - $56.66 $10,233 - $10,878
192 Added 18.79%
1,214 $67,000
Q4 2023

Jan 26, 2024
BUY
$51.03 - $56.87 $52,152 - $58,121
1,022 New
1,022 $57,000
Q4 2021

Feb 09, 2022
SELL
$56.92 - $61.04 $6,204 - $6,653
-109 Closed
0 $0
Q2 2021

Jul 08, 2021
SELL
$55.66 - $61.48 $8.78 Million - $9.7 Million
-157,819 Reduced 99.93%
109 $6,000
Q1 2021

Jun 17, 2021
BUY
$51.27 - $55.89 $423,900 - $462,098
8,268 Added 5.52%
157,928 $9.24 Million
Q4 2020

May 19, 2021
BUY
$43.95 - $52.1 $6.57 Million - $7.79 Million
149,551 Added 137202.75%
149,660 $6,000
Q3 2020

Sep 07, 2021
SELL
$41.35 - $45.9 $77,696 - $86,246
-1,879 Reduced 94.52%
109 $4,000
Q2 2020

Sep 07, 2021
SELL
$32.12 - $41.44 $1,638 - $2,113
-51 Reduced 2.5%
1,988 $80,000
Q1 2020

Sep 07, 2021
SELL
$29.99 - $47.26 $8,997 - $14,178
-300 Reduced 12.83%
2,039 $65,000
Q4 2019

Sep 07, 2021
SELL
$42.93 - $46.27 $20,348 - $21,931
-474 Reduced 16.85%
2,339 $106,000
Q4 2018

Sep 07, 2021
SELL
N/A
-534 Reduced 15.95%
2,813 $115,000
Q3 2018

Sep 07, 2021
BUY
N/A
2,776 Added 486.16%
3,347 $149,000
Q2 2018

Sep 07, 2021
SELL
N/A
-169 Reduced 22.84%
571 $27,000
Q1 2018

Sep 07, 2021
SELL
N/A
-880 Reduced 54.32%
740 $38,000
Q4 2017

Sep 07, 2021
SELL
N/A
-77 Reduced 4.54%
1,620 $84,000
Q3 2017

Sep 07, 2021
BUY
N/A
18 Added 1.07%
1,697 $84,000
Q2 2017

Sep 07, 2021
BUY
N/A
592 Added 54.46%
1,679 $78,000
Q1 2017

Sep 07, 2021
SELL
N/A
-327 Reduced 23.13%
1,087 $49,000
Q4 2016

Sep 07, 2021
BUY
N/A
1,003 Added 244.04%
1,414 $56,000
Q3 2016

Sep 07, 2021
BUY
N/A
411
411 $17,000

Others Institutions Holding EWX

# of Institutions
177
Shares Held
8.47M
Call Options Held
0
Put Options Held
3.6K
View Full List

About SPDR S&P EMERGING MARKETS SMAL

EWX Quotes by TradingView
  • Ticker EWX
  • Sector ETFs
  • Industry ETFs
More about EWX
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.

Choose your preferred platform and Sign Up 👇 Telegram Email