Geneos Wealth Management Inc. Mesa Royalty Trust Transaction History

Geneos Wealth Management Inc.

$2.24 Billion
Q2 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2017 Sep 07, 2021	SELL	N/A	-146 Closed	0 $0
Q1 2017 Sep 07, 2021	SELL	N/A	-1,919 Reduced 92.93%	146 $1,000
Q4 2016 Sep 07, 2021	BUY	N/A	33 Added 1.62%	2,065 $22,000
Q3 2016 Sep 07, 2021	SELL	N/A	-264 Reduced 11.5%	2,032 $16,000
Q2 2016 Sep 07, 2021	BUY	N/A	18 Added 0.79%	2,296 $24,000
Q1 2016 Sep 07, 2021	BUY	N/A	2,278	2,278 $18,000

Others Institutions Holding MTR

# of Institutions

13

Shares Held

173K

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

99.3K
Shares

$631,719
0.0% of portfolio
Mc Gowan Group Asset Management, Inc. Dallas, TX

31.7K
Shares

$201,325
0.05% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

11.9K
Shares

$75,798
0.0% of portfolio
Mraz, Amerine & Associates, Inc.

10.4K
Shares

$66,436
0.02% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

5.77K
Shares

$36,703
0.0% of portfolio

About MESA ROYALTY TRUST

Ticker MTR
Exchange NYSE
Sector Energy
Industry Oil & Gas E&P
Shares Outstandng 1,863,590
Market Cap $11.9M
Description
Mesa Royalty Trust owns net overriding royalty interests in various oil and gas producing properties in the United States. It has interests in properties located in the Hugoton field of Kansas; and the San Juan Basin of Northwestern New Mexico and Southwestern Colorado. The company was founded in 1979 and is based in Houston, Texas.

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