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 359 shares of NEAR stock, worth $18,161. This represents 0.0% of its overall portfolio holdings.

Number of Shares
359
Previous 359 -0.0%
Holding current value
$18,161
Previous $18,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About BLACKROCK SHORT MATURITY BOND


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  • Sector ETFs
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