Geneos Wealth Management Inc. Fiserv Inc Transaction History

Geneos Wealth Management Inc.

  • $2.6 Billion
  • Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in Fiserv Inc stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 34,835 shares of FISV stock, worth $4.36 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
34,835
Previous 36,158 3.66%
Holding current value
$4.36 Million
Previous $4.53 Million 3.65%
% of portfolio
0.17%
Previous 0.2%

Shares

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

Nov 14, 2024
SELL
N/A
-1,323 Reduced 3.66%
34,835 $4.36 Million
Q2 2024

Jul 23, 2024
SELL
N/A
-1,803 Reduced 4.75%
36,158 $4.53 Million
Q1 2024

May 03, 2024
BUY
N/A
1,275 Added 3.48%
37,961 $4.75 Million
Q4 2023

Jan 26, 2024
SELL
N/A
-52 Reduced 0.14%
36,686 $4.59 Million
Q3 2023

Oct 11, 2023
SELL
$123.51 - $130.06 $165,379 - $174,150
-1,339 Reduced 3.52%
36,738 $4.6 Million
Q2 2023

Aug 08, 2023
BUY
$111.59 - $126.15 $462,763 - $523,144
4,147 Added 12.22%
38,077 $4.8 Million
Q1 2023

Apr 25, 2023
SELL
$99.4 - $118.26 $531,790 - $632,691
-5,350 Reduced 13.62%
33,930 $3.84 Million
Q4 2022

Jan 30, 2023
BUY
$94.02 - $105.46 $159,081 - $178,438
1,692 Added 4.5%
39,280 $3.97 Million
Q3 2022

Nov 14, 2022
BUY
$91.66 - $110.72 $6,416 - $7,750
70 Added 0.19%
37,588 $3.52 Million
Q2 2022

Jul 22, 2022
BUY
$88.38 - $104.74 $16,615 - $19,691
188 Added 0.5%
37,518 $3.34 Million
Q1 2022

May 16, 2022
BUY
$92.6 - $109.47 $448,647 - $530,382
4,845 Added 14.91%
37,330 $3.79 Million
Q4 2021

Feb 09, 2022
BUY
$95.55 - $111.29 $15,574 - $18,140
163 Added 0.5%
32,485 $3.37 Million
Q3 2021

Nov 09, 2021
BUY
$106.21 - $119.11 $113,007 - $126,733
1,064 Added 3.4%
32,322 $3.55 Million
Q2 2021

Jul 08, 2021
SELL
$106.59 - $126.55 $223,732 - $265,628
-2,099 Reduced 6.29%
31,258 $3.42 Million
Q1 2021

Jun 17, 2021
SELL
$102.69 - $124.13 $252,720 - $305,483
-2,461 Reduced 6.87%
33,357 $4.01 Million
Q4 2020

May 19, 2021
BUY
$93.52 - $117.99 $632,943 - $798,556
6,768 Added 23.3%
35,818 $4.12 Million
Q3 2020

Sep 07, 2021
BUY
$93.06 - $104.07 $381,452 - $426,582
4,099 Added 16.43%
29,050 $2.97 Million
Q2 2020

Sep 07, 2021
BUY
$86.19 - $109.55 $525,500 - $667,926
6,097 Added 32.34%
24,951 $2.37 Million
Q1 2020

Sep 07, 2021
SELL
$77.0 - $123.89 $283,052 - $455,419
-3,676 Reduced 16.32%
18,854 $1.78 Million
Q4 2019

Sep 07, 2021
BUY
$100.79 - $117.08 $169,427 - $196,811
1,681 Added 8.06%
22,530 $2.64 Million
Q3 2019

Sep 07, 2021
BUY
$92.51 - $108.7 $525,641 - $617,633
5,682 Added 37.46%
20,849 $2.14 Million
Q2 2019

Sep 07, 2021
BUY
$82.68 - $91.69 $298,722 - $331,275
3,613 Added 31.27%
15,167 $1.39 Million
Q1 2019

Sep 07, 2021
BUY
$70.11 - $88.28 $291,587 - $367,156
4,159 Added 56.24%
11,554 $1.02 Million
Q4 2018

Sep 07, 2021
BUY
$69.0 - $81.85 $200,790 - $238,183
2,910 Added 64.88%
7,395 $549,000
Q3 2018

Sep 07, 2021
BUY
$74.42 - $82.38 $187,017 - $207,020
2,513 Added 127.43%
4,485 $375,000
Q2 2018

Sep 07, 2021
SELL
$68.99 - $76.49 $134,806 - $149,461
-1,954 Reduced 49.77%
1,972 $146,000
Q1 2018

Sep 07, 2021
BUY
$64.58 - $74.22 $135,165 - $155,342
2,093 Added 114.18%
3,926 $279,000
Q4 2017

Sep 07, 2021
BUY
$62.76 - $66.17 $3,765 - $3,970
60 Added 3.38%
1,833 $240,000
Q2 2017

Sep 07, 2021
BUY
N/A
725 Added 69.18%
1,773 $216,000
Q1 2017

Sep 07, 2021
SELL
N/A
-11 Reduced 1.04%
1,048 $120,000
Q4 2016

Sep 07, 2021
BUY
N/A
11 Added 1.05%
1,059 $112,000
Q3 2016

Sep 07, 2021
BUY
N/A
38 Added 3.76%
1,048 $104,000
Q2 2016

Sep 07, 2021
SELL
N/A
-2,215 Reduced 68.68%
1,010 $109,000
Q1 2016

Sep 07, 2021
BUY
N/A
3,225
3,225 $333,000

Others Institutions Holding FISV

# of Institutions
1,867
Shares Held
486M
Call Options Held
1.79M
Put Options Held
1.68M
View Full List

About FISERV INC

FISV Quotes by TradingView
  • Ticker FISV
  • Exchange NASDAQ
  • Sector Technology
  • Industry Information Technology Services
  • Shares Outstandng 635,027,968
  • Market Cap $79.5B
  • Description
  • Fiserv, Inc., together with its subsidiaries, provides payment and financial services technology worldwide. The company operates through Acceptance, Fintech, and Payments segments. The Acceptance segment provides point-of-sale merchant acquiring and digital commerce services; mobile payment services; security and fraud protection products; Carat...
More about FISV
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