Geneos Wealth Management Inc. Lincoln National Corp Transaction History

Geneos Wealth Management Inc.

$2.77 Billion
Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Lincoln National Corp stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 379 shares of LNC stock, worth $14,693. This represents 0.0% of its overall portfolio holdings.

Number of Shares

379

Previous 229 65.5%

Holding current value

$14,693

Previous $7,000 71.43%

% of portfolio

0.0%

Previous 0.0%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$30.46 - $36.84 $4,569 - $5,526	150 Added 65.5%	379 $12,000
Q3 2024 Nov 14, 2024	BUY	$28.71 - $34.05 $1,607 - $1,906	56 Added 32.37%	229 $7,000
Q4 2023 Jan 26, 2024	SELL	$21.26 - $27.83 $10,438 - $13,664	-491 Reduced 73.95%	173 $4,000
Q1 2023 Apr 25, 2023	SELL	$20.3 - $36.1 $10,150 - $18,050	-500 Reduced 42.96%	664 $14,000
Q4 2022 Jan 30, 2023	SELL	$29.09 - $54.03 $11,636 - $21,612	-400 Reduced 25.58%	1,164 $35,000
Q3 2022 Nov 14, 2022	BUY	$43.59 - $51.79 $50,128 - $59,558	1,150 Added 277.78%	1,564 $68,000
Q2 2022 Jul 22, 2022	SELL	$45.95 - $68.67 $18,380 - $27,468	-400 Reduced 49.14%	414 $19,000
Q1 2022 May 16, 2022	BUY	$58.17 - $74.39 $2,908 - $3,719	50 Added 6.54%	814 $53,000
Q4 2021 Feb 09, 2022	SELL	$62.86 - $76.13 $15,652 - $18,956	-249 Reduced 24.58%	764 $52,000
Q3 2021 Nov 09, 2021	SELL	$57.0 - $71.89 $228,000 - $287,560	-4,000 Reduced 79.79%	1,013 $71,000
Q2 2021 Jul 08, 2021	SELL	$59.43 - $71.13 $54,972 - $65,795	-925 Reduced 15.58%	5,013 $322,000
Q1 2021 Jun 17, 2021	BUY	$45.49 - $64.46 $200,156 - $283,624	4,400 Added 286.09%	5,938 $380,000
Q4 2020 May 19, 2021	BUY	$31.89 - $54.73 $23,120 - $39,679	725 Added 89.18%	1,538 $50,000
Q2 2020 Sep 07, 2021	SELL	$23.46 - $50.04 $30,498 - $65,052	-1,300 Reduced 61.52%	813 $28,000
Q1 2020 Sep 07, 2021	SELL	$17.06 - $61.17 $23,884 - $85,638	-1,400 Reduced 39.85%	2,113 $58,000
Q3 2019 Sep 07, 2021	BUY	$51.42 - $66.89 $33,371 - $43,411	649 Added 22.66%	3,513 $213,000
Q1 2019 Sep 07, 2021	SELL	$50.84 - $63.35 $3,304 - $4,117	-65 Reduced 2.22%	2,864 $168,000
Q4 2018 Sep 07, 2021	SELL	$48.79 - $70.58 $346,652 - $501,470	-7,105 Reduced 70.81%	2,929 $149,000
Q3 2018 Sep 07, 2021	BUY	$62.89 - $70.32 $43,016 - $48,098	684 Added 7.32%	10,034 $678,000
Q2 2018 Sep 07, 2021	BUY	$62.09 - $72.22 $112,444 - $130,790	1,811 Added 24.02%	9,350 $582,000
Q1 2018 Sep 07, 2021	SELL	$70.36 - $85.91 $773 - $945	-11 Reduced 0.15%	7,539 $550,000
Q4 2017 Sep 07, 2021	SELL	$73.14 - $78.54 $4,242 - $4,555	-58 Reduced 0.76%	7,550 $580,000
Q2 2017 Sep 07, 2021	SELL	N/A	-16 Reduced 0.21%	7,608 $514,000
Q1 2017 Sep 07, 2021	SELL	N/A	-10 Reduced 0.13%	7,624 $499,000
Q4 2016 Sep 07, 2021	BUY	N/A	33 Added 0.43%	7,634 $505,000
Q3 2016 Sep 07, 2021	BUY	N/A	197 Added 2.66%	7,601 $357,000
Q2 2016 Sep 07, 2021	SELL	N/A	-44 Reduced 0.59%	7,404 $286,000
Q1 2016 Sep 07, 2021	BUY	N/A	7,448	7,448 $296,000

Others Institutions Holding LNC

# of Institutions

623

Shares Held

124M

Call Options Held

2.71M

Put Options Held

5.06M

View Full List

About LINCOLN NATIONAL CORP

Ticker LNC
Exchange NYSE
Sector Financial Services
Industry Insurance—Life
Shares Outstandng 170,226,000
Market Cap $6.6B
Description
Lincoln National Corporation, through its subsidiaries, operates multiple insurance and retirement businesses in the United States. It operates through four segments: Annuities, Retirement Plan Services, Life Insurance, and Group Protection. The Annuities segment offers fixed, variable, and indexed variable annuities. The Retirement Plan Service...

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Geneos Wealth Management Inc. Lincoln National Corp Transaction History