Geneos Wealth Management Inc. Horizon Technology Finance Corp Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	SELL	$9.86 - $25.45 $14,395 - $37,157	-1,460 Reduced 96.56%	52 $0
Q2 2022 Jul 22, 2022	SELL	$10.73 - $14.3 $804 - $1,072	-75 Reduced 4.73%	1,512 $17,000
Q1 2022 May 16, 2022	BUY	$13.32 - $16.41 $999 - $1,230	75 Added 4.96%	1,587 $22,000
Q3 2021 Nov 09, 2021	BUY	$16.18 - $17.85 $841 - $928	52 Added 3.56%	1,512 $24,000
Q1 2021 Jun 17, 2021	BUY	$12.6 - $15.01 $7,245 - $8,630	575 Added 64.97%	1,460 $24,000
Q1 2020 Sep 07, 2021	SELL	$5.25 - $13.69 $6,168 - $16,085	-1,175 Reduced 57.04%	885 $8,000
Q1 2019 Sep 07, 2021	BUY	$11.05 - $13.41 $22,763 - $27,624	2,060 New	2,060 $24,000

Others Institutions Holding HRZN

# of Institutions

73

Shares Held

2.61M

Call Options Held

100K

Put Options Held

189K

Legal & General Group PLC London, X0

246K
Shares

$2.17 Million
0.0% of portfolio
Green Alpha Advisors, LLC

227K
Shares

$1.99 Million
1.95% of portfolio
Connecticut Wealth Management, LLC

210K
Shares

$1.85 Million
0.11% of portfolio
Israel Englander Millennium Management LLC | New York, Ny

203K
Shares

$1.79 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

161K
Shares

$1.42 Million
0.0% of portfolio

About Horizon Technology Finance Corp

Ticker HRZN
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Horizon Technology Finance Corporation is a business development company specializing in lending and and investing in development-stage investments. It focuses on making secured debt and venture lending investments to venture capital backed companies in the technology, life science, healthcare information and services, and cleantech industries. ...

More about HRZN

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