Geneos Wealth Management Inc. Franklin International Low Vol Transaction History

Geneos Wealth Management Inc.

  • $2.6 Billion
  • Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in Franklin International Low Vol stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 7,218 shares of LVHI stock, worth $226,500. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,218
Previous 355 1933.24%
Holding current value
$226,500
Previous $10,000 2140.0%
% of portfolio
0.01%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$28.72 - $31.28 $197,105 - $214,674
6,863 Added 1933.24%
7,218 $224,000
Q2 2024

Jul 23, 2024
SELL
$29.03 - $30.81 $899 - $955
-31 Reduced 8.03%
355 $10,000
Q1 2024

May 03, 2024
BUY
$27.46 - $29.84 $3,844 - $4,177
140 Added 56.91%
386 $11,000
Q4 2023

Jan 26, 2024
SELL
$26.39 - $28.5 $1,398 - $1,510
-53 Reduced 17.73%
246 $6,000
Q3 2023

Oct 11, 2023
BUY
$26.58 - $27.97 $7,947 - $8,363
299 New
299 $8,000
Q2 2021

Jul 08, 2021
BUY
$25.27 - $26.24 $20,216 - $20,992
800 New
800 $20,000

Others Institutions Holding LVHI

# of Institutions
159
Shares Held
27.3M
Call Options Held
0
Put Options Held
0
View Full List

About FRANKLIN INTERNATIONAL LOW VOL

LVHI Quotes by TradingView
  • Ticker LVHI
  • Sector ETFs
  • Industry ETFs
More about LVHI
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