Geneos Wealth Management Inc. American Centy ETF Tr Diversif Transaction History

Geneos Wealth Management Inc.

$2.77 Billion
Q4 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 23, 2024	SELL	$44.89 - $46.33 $22,445 - $23,165	-500 Reduced 58.82%	350 $16,000
Q4 2023 Jan 26, 2024	BUY	$43.63 - $46.61 $37,085 - $39,618	850 New	850 $39,000
Q2 2022 Jul 22, 2022	SELL	$45.67 - $48.71 $3,425 - $3,653	-75 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$48.47 - $51.67 $10,905 - $11,625	-225 Reduced 75.0%	75 $3,000
Q4 2021 Feb 09, 2022	SELL	$51.55 - $52.45 $5,155 - $5,245	-100 Reduced 25.0%	300 $15,000
Q3 2021 Nov 09, 2021	SELL	$52.37 - $52.9 $7,855 - $7,935	-150 Reduced 27.27%	400 $20,000
Q2 2021 Jul 08, 2021	SELL	$51.65 - $52.55 $2,582 - $2,627	-50 Reduced 8.33%	550 $28,000
Q1 2021 Jun 17, 2021	SELL	$51.54 - $53.02 $15,462 - $15,906	-300 Reduced 33.33%	600 $31,000
Q4 2020 May 19, 2021	BUY	$52.44 - $53.28 $13,110 - $13,320	250 Added 38.46%	900 $46,000
Q3 2020 Sep 07, 2021	BUY	$52.17 - $53.11 $33,910 - $34,521	650 New	650 $34,000

Others Institutions Holding KORP

# of Institutions

52

Shares Held

5.65M

Call Options Held

0

Put Options Held

0

About AMERICAN CENTY ETF TR DIVERSIF

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