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

Geneos Wealth Management Inc.

$2.77 Billion
Q4 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 525 shares of JPHY stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

525

Previous 375 40.0%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	N/A	150 Added 40.0%	525 $0
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

103

Shares Held

25M

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