Geneos Wealth Management Inc. Pacer Fds Tr Cash Cows Fd Fds Transaction History

Geneos Wealth Management Inc.

$2.77 Billion
Q4 2024

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 4,005 shares of HERD stock, worth $147,944. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,005

Previous 3,275 22.29%

Holding current value

$147,944

Previous $131,000 15.27%

% of portfolio

0.01%

Previous 0.01%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$37.83 - $40.57 $27,615 - $29,616	730 Added 22.29%	4,005 $151,000
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

# of Institutions

Shares Held

1.73M

Call Options Held

Put Options Held

View Full List

About PACER FDS TR CASH COWS FD FDS

Ticker HERD
Sector ETFs
Industry ETFs

More about HERD

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. Pacer Fds Tr Cash Cows Fd Fds Transaction History