Geneos Wealth Management Inc. Fidelity Covington Tr Blue Chi Transaction History

Geneos Wealth Management Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 08, 2023	SELL	$24.5 - $29.75 $23,422 - $28,441	-956 Reduced 16.76%	4,749 $141,000
Q1 2022 May 16, 2022	SELL	$26.34 - $35.01 $68,457 - $90,990	-2,599 Reduced 31.3%	5,705 $172,000
Q4 2021 Feb 09, 2022	BUY	$31.98 - $36.4 $7,067 - $8,044	221 Added 2.73%	8,304 $287,000
Q3 2021 Nov 09, 2021	BUY	$31.56 - $34.62 $232,029 - $254,526	7,352 Added 1005.75%	8,083 $264,000
Q4 2020 May 19, 2021	BUY	$23.92 - $28.77 $17,485 - $21,030	731 New	731 $21,000

160

23M

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