Geneos Wealth Management Inc. Vaneck ETF Tr Natural Resource Transaction History

Geneos Wealth Management Inc.

$2.77 Billion
Q4 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	SELL	$44.86 - $57.06 $5,831 - $7,417	-130 Reduced 53.5%	113 $0
Q1 2022 May 16, 2022	BUY	$47.52 - $56.2 $47 - $56	1 Added 0.41%	243 $13,000
Q4 2021 Feb 09, 2022	BUY	$45.26 - $48.86 $90 - $97	2 Added 0.83%	242 $11,000
Q2 2021 Jul 08, 2021	SELL	$44.92 - $49.06 $1,212 - $1,324	-27 Reduced 10.11%	240 $11,000
Q4 2020 May 19, 2021	BUY	$31.5 - $39.56 $945 - $1,186	30 Added 12.66%	267 $10,000
Q1 2020 Sep 07, 2021	BUY	$20.96 - $37.38 $41 - $74	2 Added 0.85%	237 $5,000
Q3 2019 Sep 07, 2021	SELL	$34.97 - $36.14 $6,994 - $7,228	-200 Reduced 45.98%	235 $8,000
Q1 2019 Sep 07, 2021	BUY	N/A	130 Added 42.62%	435 $15,000
Q4 2018 Sep 07, 2021	BUY	N/A	3 Added 0.99%	305 $9,000
Q4 2017 Sep 07, 2021	BUY	N/A	2 Added 0.67%	302 $11,000
Q3 2016 Sep 07, 2021	BUY	N/A	200 Added 200.0%	300 $9,000
Q2 2016 Sep 07, 2021	BUY	N/A	100	100 $3,000

Others Institutions Holding HAP

# of Institutions

56

Shares Held

1.83M

Call Options Held

0

Put Options Held

0

Cetera Investment Advisers Schaumburg, IL

530K
Shares

$25.6 Million
0.05% of portfolio
Morton Capital Management Llc/Ca Calabasas, CA

424K
Shares

$20.5 Million
4.08% of portfolio
Iag Wealth Partners, LLC

325K
Shares

$15.7 Million
2.83% of portfolio
Cultivar Capital, Inc. Denton, TX

137K
Shares

$6.62 Million
8.5% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

47K
Shares

$2.27 Million
0.0% of portfolio

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