A detailed history of Geneos Wealth Management Inc. transactions in Pacer Fds Tr Cash Cows Fd Fds stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 3,275 shares of HERD stock, worth $125,301. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,275
Previous 1,800 81.94%
Holding current value
$125,301
Previous $66,000 98.48%
% of portfolio
0.01%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$36.53 - $40.04 $53,881 - $59,059
1,475 Added 81.94%
3,275 $131,000
Q1 2023

Apr 25, 2023

SELL
$31.57 - $34.82 $3,788 - $4,178
-120 Reduced 6.25%
1,800 $60,000
Q4 2022

Jan 30, 2023

BUY
$28.79 - $34.08 $55,276 - $65,433
1,920 New
1,920 $61,000

Others Institutions Holding HERD

About PACER FDS TR CASH COWS FD FDS


  • Ticker HERD
  • Sector ETFs
  • Industry ETFs
More about HERD
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