Geneos Wealth Management Inc. Blackrock Short Maturity Bond Transaction History

Geneos Wealth Management Inc.

$3.92 Billion
Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,846 shares of NEAR stock, worth $145,857. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,846

Previous 2,965 4.01%

Holding current value

$145,857

Previous $150,000 3.33%

% of portfolio

0.0%

Previous 0.01%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	SELL	$50.41 - $51.17 $5,998 - $6,089	-119 Reduced 4.01%	2,846 $145,000
Q1 2025 May 21, 2025	SELL	$50.4 - $50.89 $26,812 - $27,073	-532 Reduced 15.21%	2,965 $150,000
Q1 2025 May 07, 2025	BUY	$50.4 - $50.89 $158,155 - $159,692	3,138 Added 874.09%	3,497 $177,000
Q2 2024 Jul 23, 2024	SELL	$49.93 - $50.33 $196,025 - $197,595	-3,926 Reduced 91.62%	359 $18,000
Q1 2024 May 03, 2024	SELL	$50.23 - $50.75 $130,999 - $132,356	-2,608 Reduced 37.84%	4,285 $216,000
Q4 2023 Jan 26, 2024	BUY	$49.7 - $50.52 $152,330 - $154,843	3,065 Added 80.07%	6,893 $348,000
Q3 2023 Oct 11, 2023	BUY	$49.55 - $49.89 $171,888 - $173,068	3,469 Added 966.3%	3,828 $190,000
Q3 2022 Nov 14, 2022	SELL	$49.19 - $49.38 $1.12 Million - $1.12 Million	-22,748 Reduced 98.45%	359 $17,000
Q2 2022 Jul 22, 2022	BUY	$49.22 - $49.57 $1.03 Million - $1.04 Million	20,920 Added 956.56%	23,107 $0
Q4 2021 Feb 09, 2022	SELL	$49.93 - $50.12 $187,437 - $188,150	-3,754 Reduced 63.19%	2,187 $109,000
Q3 2021 Nov 09, 2021	SELL	$50.12 - $50.16 $27.3 Million - $27.3 Million	-543,784 Reduced 98.92%	5,941 $297,000
Q2 2021 Jul 08, 2021	BUY	$50.15 - $50.21 $263,437 - $263,753	5,253 Added 0.96%	549,725 $27.6 Million
Q1 2021 Jun 17, 2021	SELL	$50.15 - $50.25 $686,804 - $688,173	-13,695 Reduced 2.45%	544,472 $27.3 Million
Q4 2020 May 19, 2021	BUY	$50.09 - $50.18 $5.73 Million - $5.74 Million	114,404 Added 25.78%	558,167 $28 Million
Q3 2020 Sep 07, 2021	SELL	$49.97 - $50.15 $179,042 - $179,687	-3,583 Reduced 0.8%	443,763 $22.2 Million
Q2 2020 Sep 07, 2021	SELL	$48.5 - $50.01 $2.2 Million - $2.27 Million	-45,358 Reduced 9.21%	447,346 $22.4 Million
Q1 2020 Sep 07, 2021	SELL	$45.53 - $50.41 $4.78 Million - $5.29 Million	-105,005 Reduced 17.57%	492,704 $23.7 Million
Q4 2019 Sep 07, 2021	SELL	$50.21 - $50.36 $3.35 Million - $3.36 Million	-66,683 Reduced 10.04%	597,709 $30 Million
Q3 2019 Sep 07, 2021	BUY	$50.26 - $50.34 $3.11 Million - $3.11 Million	61,785 Added 10.25%	664,392 $33.4 Million
Q2 2019 Sep 07, 2021	BUY	N/A	333,215 Added 123.69%	602,607 $30.3 Million
Q1 2019 Sep 07, 2021	BUY	N/A	32,729 Added 13.83%	269,392 $13.5 Million
Q4 2018 Sep 07, 2021	BUY	N/A	144,441 Added 156.62%	236,663 $11.8 Million
Q3 2018 Sep 07, 2021	BUY	N/A	56,664 Added 159.36%	92,222 $4.93 Million
Q2 2018 Sep 07, 2021	BUY	N/A	35,517 Added 86626.83%	35,558 $1.78 Million
Q3 2017 Sep 07, 2021	BUY	N/A	41	41 $2,000

Others Institutions Holding NEAR

# of Institutions

413

Shares Held

48.1M

Call Options Held

Put Options Held

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Geneos Wealth Management Inc. Blackrock Short Maturity Bond Transaction History