Geneos Wealth Management Inc. Heico Corp Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Heico Corp stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 118 shares of HEI stock, worth $28,148. This represents 0.0% of its overall portfolio holdings.

Number of Shares
118
Previous 117 0.85%
Holding current value
$28,148
Previous $30,000 6.67%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 21, 2025
BUY
$237.06 - $279.02 $237 - $279
1 Added 0.85%
118 $28,000
Q3 2024

Nov 14, 2024
BUY
$220.59 - $267.96 $25,809 - $31,351
117 New
117 $30,000
Q2 2021

Jul 08, 2021
SELL
$127.98 - $148.24 $24,700 - $28,610
-193 Closed
0 $0
Q1 2021

Jun 17, 2021
BUY
$116.13 - $138.78 $22,413 - $26,784
193 New
193 $27,000
Q1 2020

Sep 07, 2021
SELL
$61.66 - $129.76 $4,747 - $9,991
-77 Closed
0 $0
Q4 2019

Sep 07, 2021
SELL
$114.15 - $132.76 $15,410 - $17,922
-135 Reduced 63.68%
77 $8,000
Q3 2018

Sep 07, 2021
BUY
$72.38 - $93.61 $3,039 - $3,931
42 Added 24.71%
212 $19,000
Q2 2018

Sep 07, 2021
SELL
$68.74 - $76.66 $22,065 - $24,607
-321 Reduced 65.38%
170 $12,000
Q1 2018

Sep 07, 2021
BUY
$59.7 - $72.45 $18,566 - $22,531
311 Added 172.78%
491 $42,000
Q3 2017

Sep 07, 2021
BUY
$57.32 - $58.21 $7,451 - $7,567
130 Added 260.0%
180 $16,000
Q2 2017

Sep 07, 2021
SELL
N/A
-67 Reduced 57.26%
50 $3,000
Q1 2017

Sep 07, 2021
BUY
N/A
77 Added 192.5%
117 $10,000
Q3 2016

Sep 07, 2021
BUY
N/A
40
40 $2,000

Others Institutions Holding HEI

# of Institutions
631
Shares Held
38.2M
Call Options Held
211K
Put Options Held
140K
View Full List

About HEICO CORP

HEI Quotes by TradingView
  • Ticker HEI
  • Exchange NYSE
  • Sector Industrials
  • Industry Aerospace & Defense
  • Shares Outstandng 54,511,100
  • Market Cap $13B
More about HEI
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