A detailed history of Geneos Wealth Management Inc. transactions in Healthequity, Inc. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 226 shares of HQY stock, worth $22,303. This represents 0.0% of its overall portfolio holdings.

Number of Shares
226
Previous 80 182.5%
Holding current value
$22,303
Previous $6,000 200.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

BUY
$67.98 - $86.62 $9,925 - $12,646
146 Added 182.5%
226 $18,000
Q2 2021

Jul 08, 2021

SELL
$66.24 - $84.6 $2,053 - $2,622
-31 Reduced 27.93%
80 $6,000
Q4 2020

May 19, 2021

BUY
$51.41 - $74.4 $1,593 - $2,306
31 Added 38.75%
111 $5,000
Q2 2020

Sep 07, 2021

SELL
$41.09 - $67.57 $10,272 - $16,892
-250 Reduced 75.76%
80 $4,000
Q4 2019

Sep 07, 2021

SELL
$51.99 - $76.5 $15,597 - $22,950
-300 Reduced 47.62%
330 $24,000
Q3 2019

Sep 07, 2021

SELL
$55.4 - $81.98 $3,878 - $5,738
-70 Reduced 10.0%
630 $34,000
Q2 2019

Sep 07, 2021

BUY
$62.18 - $78.3 $43,526 - $54,810
700 New
700 $45,000

Others Institutions Holding HQY

About HEALTHEQUITY, INC.


  • Ticker HQY
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Health Information Services
  • Shares Outstandng 84,530,704
  • Market Cap $8.34B
  • Description
  • HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. The company offers cloud-based platforms for individuals to make health saving and spending decisions, pay healthcare bills, compare treatment options and prices, receive personalized benefit and clinical information, earn wellness ...
More about HQY
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