Geneos Wealth Management Inc. Pimco ETF Tr Inter Mun Bd Acti Transaction History

Geneos Wealth Management Inc.

  • $2.6 Billion
  • Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in Pimco ETF Tr Inter Mun Bd Acti stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 6,750 shares of MUNI stock, worth $351,810. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,750
Previous 6,751 0.01%
Holding current value
$351,810
Previous $351,000 1.71%
% of portfolio
0.01%
Previous 0.02%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$51.78 - $52.98 $51 - $52
-1 Reduced 0.01%
6,750 $357,000
Q2 2024

Jul 23, 2024
BUY
$51.55 - $52.29 $196,405 - $199,224
3,810 Added 129.55%
6,751 $351,000
Q1 2024

May 03, 2024
SELL
$52.22 - $52.82 $83,499 - $84,459
-1,599 Reduced 35.22%
2,941 $154,000
Q4 2023

Jan 26, 2024
BUY
$49.45 - $53.02 $13,203 - $14,156
267 Added 6.25%
4,540 $239,000
Q3 2023

Oct 11, 2023
SELL
$50.04 - $51.98 $2,301 - $2,391
-46 Reduced 1.07%
4,273 $213,000
Q2 2023

Aug 08, 2023
BUY
$51.29 - $52.58 $54,572 - $55,945
1,064 Added 32.69%
4,319 $223,000
Q1 2023

Apr 25, 2023
BUY
$51.27 - $52.59 $31,736 - $32,553
619 Added 23.48%
3,255 $170,000
Q4 2022

Jan 30, 2023
BUY
$49.62 - $51.84 $56,120 - $58,631
1,131 Added 75.15%
2,636 $135,000
Q3 2022

Nov 14, 2022
SELL
$50.12 - $52.69 $20,048 - $21,076
-400 Reduced 21.0%
1,505 $75,000
Q2 2022

Jul 22, 2022
SELL
$50.91 - $52.98 $26,320 - $27,390
-517 Reduced 21.35%
1,905 $0
Q1 2022

May 16, 2022
SELL
$52.91 - $56.24 $61,322 - $65,182
-1,159 Reduced 32.37%
2,422 $128,000
Q4 2021

Feb 09, 2022
SELL
$56.03 - $56.4 $3,978 - $4,004
-71 Reduced 1.94%
3,581 $201,000
Q3 2021

Nov 09, 2021
SELL
$56.37 - $57.1 $19,504 - $19,756
-346 Reduced 8.65%
3,652 $205,000
Q2 2021

Jul 08, 2021
SELL
$56.16 - $56.92 $27,181 - $27,549
-484 Reduced 10.8%
3,998 $226,000
Q1 2021

Jun 17, 2021
SELL
$56.08 - $57.1 $157,024 - $159,880
-2,800 Reduced 38.45%
4,482 $253,000
Q4 2020

May 19, 2021
BUY
$55.86 - $56.82 $184,617 - $187,790
3,305 Added 83.1%
7,282 $409,000
Q3 2020

Sep 07, 2021
BUY
$55.66 - $56.64 $41,745 - $42,480
750 Added 23.24%
3,977 $223,000
Q4 2019

Sep 07, 2021
BUY
$54.8 - $55.57 $35,620 - $36,120
650 Added 25.22%
3,227 $178,000
Q3 2019

Sep 07, 2021
SELL
$54.87 - $55.41 $10,974 - $11,082
-200 Reduced 7.2%
2,577 $142,000
Q2 2019

Sep 07, 2021
BUY
N/A
2,427 Added 693.43%
2,777 $152,000
Q1 2019

Sep 07, 2021
BUY
N/A
350 New
350 $18,000
Q3 2017

Sep 07, 2021
SELL
N/A
-105 Closed
0 $0
Q1 2017

Sep 07, 2021
BUY
N/A
1 Added 0.96%
105 $5,000
Q4 2016

Sep 07, 2021
SELL
N/A
-84 Reduced 44.68%
104 $5,000
Q3 2016

Sep 07, 2021
BUY
N/A
1 Added 0.53%
188 $10,000
Q1 2016

Sep 07, 2021
BUY
N/A
187
187 $10,000

Others Institutions Holding MUNI

# of Institutions
303
Shares Held
24.4M
Call Options Held
0
Put Options Held
0
View Full List

About PIMCO ETF TR INTER MUN BD ACTI

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