Geneos Wealth Management Inc. Jp Morgan High Yield Research Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in Jp Morgan High Yield Research stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 375 shares of JPHY stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

375

Previous 391 4.09%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	N/A	-16 Reduced 4.09%	375 $0
Q2 2024 Jul 23, 2024	SELL	N/A	-134 Reduced 25.52%	391 $0
Q1 2024 May 03, 2024	BUY	$0.0 - $46.09 $0 - $5,761	125 Added 31.25%	525 $0
Q4 2023 Jan 26, 2024	BUY	$42.77 - $46.47 $17,108 - $18,588	400 New	400 $18,000
Q1 2022 May 16, 2022	SELL	N/A	-1,168 Closed	0 $0
Q4 2021 Feb 09, 2022	SELL	N/A	-77 Reduced 6.18%	1,168 $60,000
Q3 2021 Nov 09, 2021	SELL	N/A	-441 Reduced 26.16%	1,245 $64,000
Q2 2021 Jul 08, 2021	BUY	N/A	398 Added 30.9%	1,686 $88,000
Q1 2021 Jun 17, 2021	SELL	N/A	-14 Reduced 1.08%	1,288 $66,000
Q4 2020 May 19, 2021	SELL	N/A	-154 Reduced 10.58%	1,302 $67,000
Q3 2020 Sep 07, 2021	BUY	N/A	55 Added 3.93%	1,456 $72,000
Q2 2020 Sep 07, 2021	SELL	N/A	-504 Reduced 26.46%	1,401 $68,000
Q1 2020 Sep 07, 2021	BUY	N/A	1,905 New	1,905 $82,000

Others Institutions Holding JPHY

# of Institutions

104

Shares Held

25.1M

Call Options Held

Put Options Held

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About JP MORGAN HIGH YIELD RESEARCH

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Geneos Wealth Management Inc. Jp Morgan High Yield Research Transaction History