Geneos Wealth Management Inc. Iron Mountain Inc Transaction History

Geneos Wealth Management Inc.

$2.24 Billion
Q2 2024

A detailed history of Geneos Wealth Management Inc. transactions in Iron Mountain Inc stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,631 shares of IRM stock, worth $193,159. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,631

Previous 4,681 65.16%

Holding current value

$193,159

Previous $375,000 61.07%

% of portfolio

0.01%

Previous 0.02%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 23, 2024	SELL	$74.42 - $89.62 $226,981 - $273,341	-3,050 Reduced 65.16%	1,631 $146,000
Q1 2024 May 03, 2024	BUY	$65.34 - $81.37 $202,684 - $252,409	3,102 Added 196.45%	4,681 $375,000
Q4 2023 Jan 26, 2024	SELL	$57.23 - $70.6 $225,486 - $278,164	-3,940 Reduced 71.39%	1,579 $110,000
Q3 2023 Oct 11, 2023	SELL	$57.27 - $64.02 $286 - $320	-5 Reduced 0.09%	5,519 $328,000
Q2 2023 Aug 08, 2023	BUY	$51.58 - $57.16 $169,543 - $187,884	3,287 Added 146.94%	5,524 $313,000
Q1 2023 Apr 25, 2023	SELL	$48.96 - $56.63 $140,760 - $162,811	-2,875 Reduced 56.24%	2,237 $118,000
Q4 2022 Jan 30, 2023	SELL	$44.14 - $55.56 $437,515 - $550,710	-9,912 Reduced 65.97%	5,112 $254,000
Q3 2022 Nov 14, 2022	SELL	$43.59 - $56.54 $79,638 - $103,298	-1,827 Reduced 10.84%	15,024 $660,000
Q2 2022 Jul 22, 2022	SELL	$46.11 - $57.72 $23,562 - $29,494	-511 Reduced 2.94%	16,851 $820,000
Q1 2022 May 16, 2022	SELL	$42.24 - $55.46 $12,080 - $15,861	-286 Reduced 1.62%	17,362 $962,000
Q4 2021 Feb 09, 2022	BUY	$42.63 - $52.77 $40,669 - $50,342	954 Added 5.71%	17,648 $923,000
Q3 2021 Nov 09, 2021	BUY	$42.42 - $49.45 $52,219 - $60,872	1,231 Added 7.96%	16,694 $734,000
Q2 2021 Jul 08, 2021	SELL	$37.3 - $47.02 $58,337 - $73,539	-1,564 Reduced 9.19%	15,463 $661,000
Q1 2021 Jun 17, 2021	SELL	$28.0 - $37.28 $95,984 - $127,795	-3,428 Reduced 16.76%	17,027 $693,000
Q4 2020 May 19, 2021	BUY	$25.49 - $30.38 $210,419 - $250,786	8,255 Added 67.66%	20,455 $760,000
Q2 2020 Sep 07, 2021	BUY	$21.52 - $30.56 $3,873 - $5,500	180 Added 1.5%	12,200 $300,000
Q1 2020 Sep 07, 2021	SELL	$22.4 - $34.45 $1,120 - $1,722	-50 Reduced 0.41%	12,020 $292,000
Q4 2019 Sep 07, 2021	BUY	$31.39 - $34.37 $255,483 - $279,737	8,139 Added 207.05%	12,070 $383,000
Q3 2019 Sep 07, 2021	BUY	$29.41 - $34.14 $60,349 - $70,055	2,052 Added 109.21%	3,931 $126,000
Q2 2019 Sep 07, 2021	SELL	$30.46 - $36.57 $10,508 - $12,616	-345 Reduced 15.51%	1,879 $58,000
Q1 2019 Sep 07, 2021	BUY	$32.1 - $37.2 $43,752 - $50,703	1,363 Added 158.3%	2,224 $78,000
Q4 2018 Sep 07, 2021	BUY	$30.48 - $35.02 $1,859 - $2,136	61 Added 7.63%	861 $27,000
Q2 2017 Sep 07, 2021	SELL	N/A	-40 Reduced 4.76%	800 $27,000
Q4 2016 Sep 07, 2021	BUY	N/A	40 Added 5.0%	840 $27,000
Q1 2016 Sep 07, 2021	BUY	N/A	800	800 $26,000

Others Institutions Holding IRM

# of Institutions

1,051

Shares Held

248M

Call Options Held

1.63M

Put Options Held

908K

View Full List

About IRON MOUNTAIN INC

Ticker IRM
Exchange NYSE
Sector Real Estate
Industry REIT—Specialty
Shares Outstandng 290,684,992
Market Cap $34.4B
Description
Iron Mountain Incorporated (NYSE: IRM), founded in 1951, is the global leader for storage and information management services. Trusted by more than 225,000 organizations around the world, and with a real estate network of more than 90 million square feet across approximately 1,450 facilities in approximately 50 countries, Iron Mountain stores an...

More about IRM

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. Iron Mountain Inc Transaction History