Geneos Wealth Management Inc. Vanguard Mega Cap Value Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,306 shares of MGV stock, worth $171,647. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,306
Previous 792 64.9%
Holding current value
$171,647
Previous $101,000 61.39%
% of portfolio
0.01%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$124.06 - $133.48 $63,766 - $68,608
514 Added 64.9%
1,306 $163,000
Q3 2024

Nov 14, 2024
BUY
$118.0 - $128.28 $59,354 - $64,524
503 Added 174.05%
792 $101,000
Q4 2023

Jan 26, 2024
BUY
$97.07 - $109.74 $8,639 - $9,766
89 Added 44.5%
289 $31,000
Q1 2023

Apr 25, 2023
SELL
$97.0 - $105.37 $46,463 - $50,472
-479 Reduced 70.54%
200 $20,000
Q4 2022

Jan 30, 2023
BUY
$90.82 - $106.81 $38,961 - $45,821
429 Added 171.6%
679 $69,000
Q3 2022

Nov 14, 2022
SELL
$89.91 - $103.89 $27,152 - $31,374
-302 Reduced 54.71%
250 $22,000
Q2 2022

Jul 22, 2022
BUY
$93.26 - $109.21 $6,061 - $7,098
65 Added 13.35%
552 $0
Q4 2021

Feb 09, 2022
BUY
$98.51 - $106.97 $24,627 - $26,742
250 Added 105.49%
487 $52,000
Q2 2021

Jul 08, 2021
SELL
$95.62 - $101.99 $38,248 - $40,796
-400 Reduced 62.79%
237 $23,000
Q1 2021

Jun 17, 2021
BUY
$85.78 - $95.86 $54,641 - $61,062
637 New
637 $62,000

Others Institutions Holding MGV

# of Institutions
463
Shares Held
47.2M
Call Options Held
10.6K
Put Options Held
300
View Full List

About VANGUARD MEGA CAP VALUE

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