Geneos Wealth Management Inc. Spdr S&P Global Natural Resour Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Spdr S&P Global Natural Resour stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,201 shares of GNR stock, worth $119,910. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,201
Previous 1,891 16.39%
Holding current value
$119,910
Previous $109,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 21, 2025
BUY
$48.67 - $58.43 $15,087 - $18,113
310 Added 16.39%
2,201 $109,000
Q3 2024

Nov 14, 2024
SELL
$53.02 - $57.84 $212 - $231
-4 Reduced 0.21%
1,891 $109,000
Q2 2024

Jul 23, 2024
BUY
$54.6 - $60.47 $11,193 - $12,396
205 Added 12.13%
1,895 $105,000
Q1 2024

May 03, 2024
SELL
$51.98 - $57.93 $2,183 - $2,433
-42 Reduced 2.42%
1,690 $97,000
Q4 2023

Jan 26, 2024
BUY
$53.07 - $57.4 $5,200 - $5,625
98 Added 6.0%
1,732 $98,000
Q3 2023

Oct 11, 2023
SELL
$52.9 - $58.07 $8,411 - $9,233
-159 Reduced 8.87%
1,634 $91,000
Q2 2023

Aug 08, 2023
SELL
$51.57 - $59.08 $41,101 - $47,086
-797 Reduced 30.77%
1,793 $96,000
Q1 2023

Apr 25, 2023
SELL
$53.55 - $62.08 $15,154 - $17,568
-283 Reduced 9.85%
2,590 $147,000
Q4 2022

Jan 30, 2023
SELL
$50.75 - $60.58 $23,040 - $27,503
-454 Reduced 13.65%
2,873 $163,000
Q3 2022

Nov 14, 2022
SELL
$47.63 - $57.32 $28,911 - $34,793
-607 Reduced 15.43%
3,327 $164,000
Q2 2022

Jul 22, 2022
BUY
$51.31 - $65.28 $107,186 - $136,369
2,089 Added 113.22%
3,934 $0
Q1 2022

May 16, 2022
BUY
$54.26 - $64.02 $31,470 - $37,131
580 Added 45.85%
1,845 $115,000
Q4 2021

Feb 09, 2022
SELL
$51.21 - $55.35 $333,428 - $360,383
-6,511 Reduced 83.73%
1,265 $68,000
Q3 2021

Nov 09, 2021
BUY
$49.31 - $53.73 $332,891 - $362,731
6,751 Added 658.63%
7,776 $404,000
Q2 2021

Jul 08, 2021
BUY
$50.55 - $56.39 $51,813 - $57,799
1,025 New
1,025 $54,000
Q1 2020

Sep 07, 2021
SELL
$25.37 - $46.38 $12,685 - $23,190
-500 Closed
0 $0
Q2 2019

Sep 07, 2021
BUY
N/A
500 New
500 $22,000
Q1 2019

Sep 07, 2021
SELL
N/A
-616 Closed
0 $0
Q3 2018

Sep 07, 2021
BUY
N/A
616 New
616 $31,000

Others Institutions Holding GNR

# of Institutions
256
Shares Held
35.8M
Call Options Held
8.4K
Put Options Held
400
View Full List

About SPDR S&P GLOBAL NATURAL RESOUR

GNR Quotes by TradingView
  • Ticker GNR
  • Sector ETFs
  • Industry ETFs
More about GNR
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