Geneos Wealth Management Inc. Arrow ETF Tr Arrow Dow Jones G Transaction History

Geneos Wealth Management Inc.

$2.77 Billion
Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Arrow ETF Tr Arrow Dow Jones G stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 687 shares of GYLD stock, worth $8,869. This represents 0.0% of its overall portfolio holdings.

Number of Shares

687

Holding current value

$8,869

% of portfolio

0.0%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$12.22 - $13.71 $8,395 - $9,418	687 New	687 $8,000
Q1 2022 May 16, 2022	SELL	$13.66 - $15.14 $318,578 - $353,095	-23,322 Closed	0 $0
Q4 2021 Feb 09, 2022	SELL	$14.15 - $15.15 $1,797 - $1,924	-127 Reduced 0.54%	23,322 $344,000
Q3 2021 Nov 09, 2021	BUY	$14.4 - $15.4 $8,884 - $9,501	617 Added 2.7%	23,449 $348,000
Q2 2021 Jul 08, 2021	SELL	$14.4 - $15.85 $11,664 - $12,838	-810 Reduced 3.43%	22,832 $351,000
Q1 2021 Jun 17, 2021	BUY	$13.12 - $14.7 $52 - $58	4 Added 0.02%	23,642 $349,000
Q4 2020 May 19, 2021	SELL	$10.99 - $13.52 $20,881 - $25,688	-1,900 Reduced 7.44%	23,638 $336,000
Q3 2020 Sep 07, 2021	SELL	$10.93 - $12.17 $9,071 - $10,101	-830 Reduced 3.15%	25,538 $279,000
Q2 2020 Sep 07, 2021	SELL	$9.25 - $13.16 $26,455 - $37,637	-2,860 Reduced 9.79%	26,368 $303,000
Q1 2020 Sep 07, 2021	SELL	$8.49 - $16.43 $594 - $1,150	-70 Reduced 0.24%	29,228 $276,000
Q4 2019 Sep 07, 2021	SELL	$15.58 - $16.21 $5,842 - $6,078	-375 Reduced 1.26%	29,298 $473,000
Q3 2019 Sep 07, 2021	SELL	$15.79 - $16.05 $45,475 - $46,224	-2,880 Reduced 8.85%	29,673 $471,000
Q2 2019 Sep 07, 2021	SELL	N/A	-90 Reduced 0.28%	32,553 $531,000
Q1 2019 Sep 07, 2021	BUY	N/A	388 Added 1.2%	32,643 $547,000
Q4 2018 Sep 07, 2021	SELL	N/A	-215 Reduced 0.66%	32,255 $488,000
Q3 2018 Sep 07, 2021	SELL	N/A	-700 Reduced 2.11%	32,470 $564,000
Q2 2018 Sep 07, 2021	SELL	N/A	-3,969 Reduced 10.69%	33,170 $577,000
Q1 2018 Sep 07, 2021	BUY	N/A	558 Added 1.53%	37,139 $635,000
Q4 2017 Sep 07, 2021	BUY	N/A	1,278 Added 3.62%	36,581 $658,000
Q3 2017 Sep 07, 2021	BUY	N/A	286 Added 0.82%	35,303 $645,000
Q2 2017 Sep 07, 2021	SELL	N/A	-82 Reduced 0.23%	35,017 $640,000
Q1 2017 Sep 07, 2021	SELL	N/A	-1,180 Reduced 3.25%	35,099 $657,000
Q4 2016 Sep 07, 2021	SELL	N/A	-448 Reduced 1.22%	36,279 $668,000
Q3 2016 Sep 07, 2021	BUY	N/A	15 Added 0.04%	36,727 $701,000
Q2 2016 Sep 07, 2021	SELL	N/A	-5,164 Reduced 12.33%	36,712 $686,000
Q1 2016 Sep 07, 2021	BUY	N/A	41,876	41,876 $736,000

Others Institutions Holding GYLD

# of Institutions

Shares Held

415K

Call Options Held

Put Options Held

View Full List

About ARROW ETF TR ARROW DOW JONES G

Ticker GYLD
Sector ETFs
Industry ETFs

More about GYLD

Track This Portfolio

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.

Account

Geneos Wealth Management Inc. Arrow ETF Tr Arrow Dow Jones G Transaction History