A detailed history of Geneos Wealth Management Inc. transactions in Palo Alto Networks Inc stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 24,945 shares of PANW stock, worth $8.38 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
24,945
Previous 22,292 11.9%
Holding current value
$8.38 Million
Previous $6.33 Million 33.52%
% of portfolio
0.38%
Previous 0.29%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

BUY
$265.2 - $340.82 $703,575 - $904,195
2,653 Added 11.9%
24,945 $8.46 Million
Q1 2024

May 03, 2024

BUY
$261.97 - $376.9 $3.67 Million - $5.28 Million
14,011 Added 169.19%
22,292 $6.33 Million
Q4 2023

Jan 26, 2024

BUY
$231.71 - $313.86 $315,820 - $427,791
1,363 Added 19.7%
8,281 $2.44 Million
Q3 2023

Oct 11, 2023

BUY
$207.57 - $257.88 $373,003 - $463,410
1,797 Added 35.09%
6,918 $1.62 Million
Q2 2023

Aug 08, 2023

SELL
$176.89 - $255.51 $18,750 - $27,084
-106 Reduced 2.03%
5,121 $1.31 Million
Q1 2023

Apr 25, 2023

SELL
$134.19 - $199.74 $36,902 - $54,928
-275 Reduced 5.0%
5,227 $1.04 Million
Q4 2022

Jan 30, 2023

SELL
$137.33 - $178.4 $127,442 - $165,555
-928 Reduced 14.43%
5,502 $767,000
Q3 2022

Nov 14, 2022

BUY
$161.57 - $574.15 $671,161 - $2.39 Million
4,154 Added 182.51%
6,430 $1.05 Million
Q2 2022

Jul 22, 2022

SELL
$436.37 - $629.01 $298,913 - $430,871
-685 Reduced 23.13%
2,276 $1.12 Million
Q1 2022

May 16, 2022

BUY
$475.47 - $625.25 $10,935 - $14,380
23 Added 0.78%
2,961 $1.84 Million
Q4 2021

Feb 09, 2022

BUY
$469.54 - $568.34 $181,711 - $219,947
387 Added 15.17%
2,938 $1.64 Million
Q3 2021

Nov 09, 2021

BUY
$362.36 - $490.47 $414,539 - $561,097
1,144 Added 81.31%
2,551 $1.24 Million
Q2 2021

Jul 08, 2021

SELL
$323.88 - $378.47 $304,123 - $355,383
-939 Reduced 40.03%
1,407 $524,000
Q1 2021

Jun 17, 2021

BUY
$316.85 - $396.9 $9,188 - $11,510
29 Added 1.25%
2,346 $829,000
Q4 2020

May 19, 2021

BUY
$221.19 - $372.06 $283,565 - $476,980
1,282 Added 123.86%
2,317 $451,000
Q3 2020

Sep 07, 2021

SELL
$229.36 - $272.52 $70,872 - $84,208
-309 Reduced 22.99%
1,035 $250,000
Q2 2020

Sep 07, 2021

SELL
$162.66 - $239.86 $7,807 - $11,513
-48 Reduced 3.45%
1,344 $302,000
Q1 2020

Sep 07, 2021

BUY
$132.58 - $249.22 $116,935 - $219,812
882 Added 172.94%
1,392 $226,000
Q4 2019

Sep 07, 2021

BUY
$205.0 - $250.28 $38,745 - $47,302
189 Added 58.88%
510 $118,000
Q3 2019

Sep 07, 2021

SELL
$198.03 - $227.78 $9,901 - $11,389
-50 Reduced 13.48%
321 $64,000
Q2 2019

Sep 07, 2021

BUY
$195.54 - $250.77 $19,554 - $25,077
100 Added 36.9%
371 $75,000
Q1 2019

Sep 07, 2021

BUY
$179.7 - $254.88 $3,594 - $5,097
20 Added 7.97%
271 $65,000
Q4 2018

Sep 07, 2021

SELL
$163.44 - $224.81 $37,427 - $51,481
-229 Reduced 47.71%
251 $46,000
Q3 2018

Sep 07, 2021

BUY
$195.66 - $236.23 $49,893 - $60,238
255 Added 113.33%
480 $108,000
Q4 2017

Sep 07, 2021

BUY
$138.21 - $151.39 $24,877 - $27,250
180 Added 400.0%
225 $32,000
Q2 2017

Sep 07, 2021

SELL
N/A
-6 Reduced 11.76%
45 $6,000
Q1 2017

Sep 07, 2021

SELL
N/A
-109 Reduced 68.13%
51 $5,000
Q4 2016

Sep 07, 2021

BUY
N/A
64 Added 66.67%
160 $20,000
Q3 2016

Sep 07, 2021

BUY
N/A
51 Added 113.33%
96 $15,000
Q2 2016

Sep 07, 2021

SELL
N/A
-11 Reduced 19.64%
45 $5,000
Q1 2016

Sep 07, 2021

BUY
N/A
56
56 $9,000

Others Institutions Holding PANW

About Palo Alto Networks Inc


  • Ticker PANW
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 299,214,016
  • Market Cap $100B
  • Description
  • Palo Alto Networks, Inc. provides cybersecurity solutions worldwide. The company offers firewall appliances and software; Panorama, a security management solution for the control of firewall appliances and software deployed on an end-customer's network and instances in public or private cloud environments, as a virtual or a physical appliance; a...
More about PANW
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.