A detailed history of Geneos Wealth Management Inc. transactions in Moelis & CO stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 40 shares of MC stock, worth $2,987. This represents 0.0% of its overall portfolio holdings.

Number of Shares
40
Holding current value
$2,987
% of portfolio
0.0%

Shares

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

Nov 14, 2024

BUY
$57.14 - $70.62 $2,285 - $2,824
40 New
40 $2,000
Q1 2022

May 16, 2022

SELL
$44.41 - $63.07 $224,270 - $318,503
-5,050 Closed
0 $0
Q3 2021

Nov 09, 2021

SELL
$52.9 - $63.75 $44,965 - $54,187
-850 Reduced 14.41%
5,050 $327,000
Q1 2021

Jun 17, 2021

BUY
$45.93 - $57.96 $22,965 - $28,980
500 Added 9.26%
5,900 $320,000
Q4 2020

May 19, 2021

BUY
$35.13 - $47.5 $35,130 - $47,500
1,000 Added 22.73%
5,400 $302,000
Q3 2020

Sep 07, 2021

BUY
$28.95 - $35.14 $11,580 - $14,056
400 Added 10.0%
4,400 $144,000
Q2 2020

Sep 07, 2021

BUY
$26.51 - $37.85 $106,040 - $151,400
4,000 New
4,000 $120,000

Others Institutions Holding MC

About Moelis & Co


  • Ticker MC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 61,011,100
  • Market Cap $4.56B
  • Description
  • Moelis & Company operates as an investment banking advisory firm. It offers advisory services in the areas of mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The company offers its services to public multinational corporations, middle market private companies,...
More about MC
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