Geneos Wealth Management Inc. Hartford Fds Total Return Bd E Transaction History

Geneos Wealth Management Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 26, 2024	BUY	$31.25 - $34.37 $1,125 - $1,237	36 Added 156.52%	59 $2,000
Q3 2023 Oct 11, 2023	BUY	$32.09 - $33.76 $738 - $776	23 New	23 $0
Q4 2022 Jan 30, 2023	SELL	$31.69 - $33.97 $12,929 - $13,859	-408 Reduced 23.78%	1,308 $43,000
Q3 2022 Nov 14, 2022	BUY	$32.41 - $35.3 $13,223 - $14,402	408 Added 31.19%	1,716 $55,000
Q1 2022 May 16, 2022	BUY	$36.49 - $39.61 $47,728 - $51,809	1,308 New	1,308 $48,000
Q2 2021 Jul 08, 2021	SELL	$40.39 - $40.96 $517,759 - $525,066	-12,819 Closed	0 $0
Q1 2021 Jun 17, 2021	BUY	$40.12 - $41.83 $514,298 - $536,218	12,819 New	12,819 $519,000

117

42.4M

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