Geneos Wealth Management Inc. Spdr Ssga Us Large Cap Low Vol Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Spdr Ssga Us Large Cap Low Vol stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 369 shares of LGLV stock, worth $64,161. This represents 0.0% of its overall portfolio holdings.

Number of Shares
369
Previous 350 5.43%
Holding current value
$64,161
Previous $60,000 6.67%
% of portfolio
0.0%
Previous 0.0%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
BUY
$157.93 - $175.89 $3,000 - $3,341
19 Added 5.43%
369 $64,000
Q1 2025

May 21, 2025
SELL
$162.48 - $175.37 $3,899 - $4,208
-24 Reduced 6.42%
350 $60,000
Q1 2025

May 07, 2025
BUY
$162.48 - $175.37 $2,924 - $3,156
18 Added 5.06%
374 $65,000
Q4 2024

Jan 21, 2025
SELL
$164.89 - $177.66 $1,648 - $1,776
-10 Reduced 2.73%
356 $58,000
Q3 2024

Nov 14, 2024
BUY
$151.63 - $169.74 $50,947 - $57,032
336 Added 1120.0%
366 $61,000
Q4 2023

Jan 26, 2024
SELL
$130.07 - $145.59 $79,862 - $89,392
-614 Reduced 95.34%
30 $4,000
Q3 2023

Oct 11, 2023
SELL
$133.53 - $143.85 $2.49 Million - $2.68 Million
-18,629 Reduced 96.66%
644 $85,000
Q2 2023

Aug 08, 2023
SELL
$133.6 - $140.61 $168,068 - $176,887
-1,258 Reduced 6.13%
19,273 $2.71 Million
Q1 2023

Apr 25, 2023
BUY
$130.44 - $140.63 $2.67 Million - $2.88 Million
20,501 Added 68336.67%
20,531 $2.81 Million
Q1 2022

May 16, 2022
SELL
$132.75 - $149.18 $728,797 - $818,998
-5,490 Reduced 99.46%
30 $4,000
Q4 2021

Feb 09, 2022
BUY
$133.85 - $150.71 $733,498 - $825,890
5,480 Added 13700.0%
5,520 $833,000
Q2 2021

Jul 08, 2021
SELL
$126.3 - $135.02 $116,827 - $124,893
-925 Reduced 95.85%
40 $5,000
Q4 2020

May 19, 2021
BUY
$105.25 - $120.39 $91,041 - $104,137
865 Added 865.0%
965 $5,000
Q1 2020

Sep 07, 2021
BUY
$76.56 - $121.5 $306 - $486
4 Added 4.17%
100 $9,000
Q2 2019

Sep 07, 2021
BUY
N/A
60 Added 166.67%
96 $10,000
Q3 2018

Sep 07, 2021
BUY
N/A
36 New
36 $3,000
Q1 2018

Sep 07, 2021
SELL
N/A
-458 Closed
0 $0
Q4 2017

Sep 07, 2021
BUY
N/A
458
458 $41,000

Others Institutions Holding LGLV

# of Institutions
194
Shares Held
5.15M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SSGA US LARGE CAP LOW VOL

LGLV Quotes by TradingView
  • Ticker LGLV
  • Sector ETFs
  • Industry ETFs
More about LGLV
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email