Geneos Wealth Management Inc. Spdr S&P 400 Mid Cap Growth Et Transaction History

Geneos Wealth Management Inc.

$2.77 Billion
Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Spdr S&P 400 Mid Cap Growth Et stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 27,397 shares of MDYG stock, worth $2.48 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

27,397

Previous 27,127 1.0%

Holding current value

$2.48 Million

Previous $2.38 Million -0.0%

% of portfolio

0.09%

Previous 0.09%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$86.65 - $94.9 $23,395 - $25,623	270 Added 1.0%	27,397 $2.38 Million
Q3 2024 Nov 14, 2024	SELL	$81.1 - $89.18 $6,974 - $7,669	-86 Reduced 0.32%	27,127 $2.38 Million
Q2 2024 Jul 23, 2024	SELL	$81.04 - $87.08 $499,773 - $537,022	-6,167 Reduced 18.48%	27,213 $2.29 Million
Q1 2024 May 03, 2024	BUY	$73.37 - $87.29 $771,045 - $917,330	10,509 Added 45.95%	33,380 $2.91 Million
Q4 2023 Jan 26, 2024	SELL	$64.85 - $76.49 $170,555 - $201,168	-2,630 Reduced 10.31%	22,871 $1.73 Million
Q3 2023 Oct 11, 2023	BUY	$68.34 - $74.46 $317,849 - $346,313	4,651 Added 22.31%	25,501 $1.76 Million
Q2 2023 Aug 08, 2023	BUY	$66.14 - $71.65 $5,291 - $5,732	80 Added 0.39%	20,850 $1.49 Million
Q1 2023 Apr 25, 2023	BUY	$64.78 - $71.55 $346,184 - $382,363	5,344 Added 34.64%	20,770 $1.42 Million
Q4 2022 Jan 30, 2023	SELL	$61.13 - $69.88 $7,946 - $9,084	-130 Reduced 0.84%	15,426 $1.01 Million
Q3 2022 Nov 14, 2022	BUY	$59.74 - $72.48 $71,449 - $86,686	1,196 Added 8.33%	15,556 $938,000
Q2 2022 Jul 22, 2022	BUY	$59.32 - $74.72 $20,821 - $26,226	351 Added 2.51%	14,360 $0
Q1 2022 May 16, 2022	SELL	$69.3 - $81.58 $13,236 - $15,581	-191 Reduced 1.35%	14,009 $1.04 Million
Q4 2021 Feb 09, 2022	BUY	$75.58 - $84.0 $147,607 - $164,052	1,953 Added 15.95%	14,200 $1.16 Million
Q3 2021 Nov 09, 2021	SELL	$74.54 - $80.19 $223 - $240	-3 Reduced 0.02%	12,247 $936,000
Q2 2021 Jul 08, 2021	SELL	$73.83 - $79.88 $34,921 - $37,783	-473 Reduced 3.72%	12,250 $954,000
Q1 2021 Jun 17, 2021	SELL	$68.34 - $76.88 $19,955 - $22,448	-292 Reduced 2.24%	12,723 $995,000
Q4 2020 May 19, 2021	BUY	$58.06 - $69.83 $171,277 - $205,998	2,950 Added 29.31%	13,015 $827,000
Q3 2020 Sep 07, 2021	SELL	$53.09 - $60.07 $14,228 - $16,098	-268 Reduced 2.59%	10,065 $563,000
Q2 2020 Sep 07, 2021	BUY	$39.86 - $56.97 $8,569 - $12,248	215 Added 2.12%	10,333 $538,000
Q1 2020 Sep 07, 2021	BUY	$35.95 - $59.38 $10,641 - $17,576	296 Added 3.01%	10,118 $424,000
Q4 2019 Sep 07, 2021	BUY	$51.98 - $57.24 $31,707 - $34,916	610 Added 6.62%	9,822 $561,000
Q3 2019 Sep 07, 2021	SELL	$53.33 - $54.71 $7,732 - $7,932	-145 Reduced 1.55%	9,212 $491,000
Q2 2019 Sep 07, 2021	SELL	N/A	-96 Reduced 1.02%	9,357 $507,000
Q1 2019 Sep 07, 2021	BUY	N/A	1,892 Added 25.02%	9,453 $496,000
Q4 2018 Sep 07, 2021	BUY	N/A	1,117 Added 17.33%	7,561 $342,000
Q3 2018 Sep 07, 2021	BUY	N/A	669 Added 11.58%	6,444 $360,000
Q2 2018 Sep 07, 2021	BUY	N/A	4,003 Added 225.9%	5,775 $311,000
Q1 2018 Sep 07, 2021	SELL	N/A	-71 Reduced 3.85%	1,772 $278,000
Q4 2017 Sep 07, 2021	BUY	N/A	679 Added 58.33%	1,843 $286,000
Q2 2017 Sep 07, 2021	BUY	N/A	185 Added 18.9%	1,164 $166,000
Q1 2017 Sep 07, 2021	BUY	N/A	835 Added 579.86%	979 $136,000
Q4 2016 Sep 07, 2021	BUY	N/A	23 Added 19.01%	144 $19,000
Q1 2016 Sep 07, 2021	BUY	N/A	121	121 $14,000

Others Institutions Holding MDYG

# of Institutions

392

Shares Held

23.5M

Call Options Held

Put Options Held

View Full List

About SPDR S&P 400 MID CAP GROWTH ET

Ticker MDYG
Sector ETFs
Industry ETFs

More about MDYG

Track This Portfolio

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.

Account

Geneos Wealth Management Inc. Spdr S&P 400 Mid Cap Growth Et Transaction History