A detailed history of Geneos Wealth Management Inc. transactions in Vaneck ETF Tr Morningstar Esg stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,275 shares of MOTE stock, worth $37,395. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,275
Previous 1,275 -0.0%
Holding current value
$37,395
Previous $34,000 2.94%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

SELL
$24.88 - $27.13 $7,464 - $8,139
-300 Reduced 19.05%
1,275 $34,000
Q1 2023

Apr 25, 2023

SELL
$0.0 - $24.22 $0 - $16,954
-700 Reduced 30.77%
1,575 $36,000
Q4 2022

Jan 30, 2023

BUY
$19.73 - $23.28 $1,479 - $1,746
75 Added 3.41%
2,275 $49,000
Q3 2022

Nov 14, 2022

SELL
$19.94 - $24.22 $6,480 - $7,871
-325 Reduced 12.87%
2,200 $43,000
Q1 2022

May 16, 2022

BUY
$22.81 - $27.08 $57,595 - $68,377
2,525 New
2,525 $62,000

Others Institutions Holding MOTE

About VANECK ETF TR MORNINGSTAR ESG


  • Ticker MOTE
  • Sector ETFs
  • Industry ETFs
More about MOTE
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

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.