Geneos Wealth Management Inc. Newtek Business Services Corp. Transaction History

Geneos Wealth Management Inc.

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 09, 2021	SELL	$25.13 - $36.27 $60,136 - $86,794	-2,393 Closed	0 $0
Q2 2021 Jul 08, 2021	BUY	$26.51 - $38.7 $13,864 - $20,240	523 Added 27.97%	2,393 $86,000
Q1 2021 Jun 17, 2021	SELL	$18.99 - $28.4 $1,898 - $2,840	-100 Reduced 5.08%	1,870 $52,000
Q4 2020 May 19, 2021	BUY	$16.37 - $19.69 $30,611 - $36,820	1,870 Added 1870.0%	1,970 $52,000
Q4 2017 Sep 07, 2021	BUY	$16.48 - $19.2 $1,648 - $1,920	100 New	100 $1,000
Q4 2016 Sep 07, 2021	SELL	N/A	-723 Closed	0 $0
Q3 2016 Sep 07, 2021	BUY	N/A	22 Added 3.14%	723 $10,000
Q2 2016 Sep 07, 2021	BUY	N/A	19 Added 2.79%	701 $9,000
Q1 2016 Sep 07, 2021	BUY	N/A	682	682 $8,000

108

9.78M

79K

52.6K

Ticker NEWT
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 24,355,600
Market Cap $283M
Description
Newtek Business Services Corp. is a business development company specializing in providing financial and business services to the small-and medium-sized business market in the United States. The firm also seeks to invest in early stage businesses. The firm seeks to makes both debt and equity investments. Under debt investments, it focuses on fir...

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