Geneos Wealth Management Inc. Vaneck Morningstar Wide Moat E Transaction History

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 293,040 shares of MOAT stock, worth $25.2 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
293,040
Previous 378,447 22.57%
Holding current value
$25.2 Million
Previous $32.5 Million 22.57%
% of portfolio
0.87%
Previous 0.89%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 21, 2025
SELL
N/A
-85,407 Reduced 22.57%
293,040 $25.2 Million
Q1 2025

May 07, 2025
BUY
N/A
44,752 Added 13.41%
378,447 $32.5 Million
Q4 2024

Jan 21, 2025
BUY
N/A
28,200 Added 9.23%
333,695 $28.6 Million
Q3 2024

Nov 14, 2024
SELL
$85.84 - $85.84 $170,134 - $170,134
-1,982 Reduced 0.64%
305,495 $26.2 Million
Q2 2024

Jul 23, 2024
SELL
$83.97 - $89.72 $2.34 Million - $2.5 Million
-27,867 Reduced 8.31%
307,477 $26.6 Million
Q1 2024

May 03, 2024
BUY
$82.58 - $89.9 $321,814 - $350,340
3,897 Added 1.18%
335,344 $30.1 Million
Q4 2023

Jan 26, 2024
BUY
$70.71 - $85.3 $390,814 - $471,453
5,527 Added 1.7%
331,447 $28.1 Million
Q3 2023

Oct 11, 2023
BUY
$74.88 - $83.28 $4.76 Million - $5.29 Million
63,527 Added 24.21%
325,920 $24.7 Million
Q2 2023

Aug 08, 2023
BUY
$72.17 - $80.16 $6.65 Million - $7.38 Million
92,092 Added 54.08%
262,393 $20.9 Million
Q1 2023

Apr 25, 2023
BUY
$65.24 - $76.13 $4.47 Million - $5.21 Million
68,500 Added 67.29%
170,301 $12.6 Million
Q4 2022

Jan 30, 2023
SELL
$60.7 - $69.78 $226,471 - $260,349
-3,731 Reduced 3.54%
101,801 $6.61 Million
Q3 2022

Nov 14, 2022
BUY
N/A
99,032 Added 1523.57%
105,532 $6.33 Million
Q2 2022

Jul 22, 2022
BUY
N/A
200 Added 3.17%
6,500 $0
Q1 2022

May 16, 2022
SELL
N/A
-3 Reduced 0.05%
6,300 $470,000
Q4 2021

Feb 09, 2022
BUY
N/A
599 Added 10.5%
6,303 $479,000
Q3 2021

Nov 09, 2021
BUY
N/A
498 Added 9.57%
5,704 $423,000
Q2 2021

Jul 08, 2021
SELL
N/A
-6,843 Reduced 56.79%
5,206 $389,000
Q1 2021

Jun 17, 2021
SELL
N/A
-1,705 Reduced 12.4%
12,049 $869,000
Q4 2020

May 19, 2021
BUY
N/A
11,088 Added 415.9%
13,754 $273,000
Q3 2020

Sep 07, 2021
BUY
N/A
185 Added 7.46%
2,666 $143,000
Q2 2020

Sep 07, 2021
BUY
N/A
600 Added 31.9%
2,481 $125,000
Q1 2020

Sep 07, 2021
SELL
N/A
-399 Reduced 17.5%
1,881 $80,000
Q4 2019

Sep 07, 2021
BUY
N/A
200 Added 9.62%
2,280 $126,000
Q1 2019

Sep 07, 2021
BUY
N/A
450 Added 27.61%
2,080 $97,000
Q4 2018

Sep 07, 2021
BUY
N/A
150 Added 10.14%
1,630 $66,000
Q2 2018

Sep 07, 2021
BUY
N/A
80 Added 5.71%
1,480 $64,000
Q3 2017

Sep 07, 2021
BUY
N/A
1,200 Added 600.0%
1,400 $56,000
Q2 2017

Sep 07, 2021
BUY
N/A
200
200 $7,000

Others Institutions Holding MOAT

# of Institutions
761
Shares Held
97.6M
Call Options Held
37K
Put Options Held
9.4K
View Full List

About VANECK MORNINGSTAR WIDE MOAT E

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