Geneos Wealth Management Inc. First Republic Bank Transaction History

Geneos Wealth Management Inc.

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 25, 2023	BUY	$12.18 - $147.0 $1,157 - $13,965	95 New	95 $1,000
Q1 2021 Jun 17, 2021	SELL	$144.99 - $178.23 $11,889 - $14,614	-82 Closed	0 $0
Q4 2020 May 19, 2021	SELL	$110.37 - $146.93 $19,866 - $26,447	-180 Reduced 68.7%	82 $13,000
Q4 2019 Sep 07, 2021	SELL	$91.71 - $117.9 $1,008 - $1,296	-11 Reduced 4.03%	262 $30,000
Q3 2019 Sep 07, 2021	BUY	$88.06 - $101.14 $528 - $606	6 Added 2.25%	273 $26,000
Q2 2019 Sep 07, 2021	SELL	$95.27 - $106.36 $3,429 - $3,828	-36 Reduced 11.88%	267 $26,000
Q4 2018 Sep 07, 2021	SELL	$80.23 - $99.64 $8,424 - $10,462	-105 Reduced 25.74%	303 $26,000
Q3 2018 Sep 07, 2021	BUY	$95.97 - $106.2 $35,700 - $39,506	372 Added 1033.33%	408 $39,000
Q2 2017 Sep 07, 2021	SELL	N/A	-13 Reduced 26.53%	36 $3,000
Q1 2017 Sep 07, 2021	SELL	N/A	-111 Reduced 69.38%	49 $4,000
Q4 2016 Sep 07, 2021	SELL	N/A	-1 Reduced 0.62%	160 $14,000
Q3 2016 Sep 07, 2021	BUY	N/A	89 Added 123.61%	161 $12,000
Q1 2016 Sep 07, 2021	BUY	N/A	72	72 $4,000

2.35M

Ticker FRC
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 182,715,008
Market Cap $132M
Description
First Republic Bank, together with its subsidiaries, provides private banking, private business banking, and private wealth management services to clients in metropolitan areas in the United States. It operates in two segments, Commercial Banking and Wealth Management. The company accepts deposit products, such as noninterest-bearing checking, i...

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