Geneos Wealth Management Inc. Vaneck ETF Tr Preferred Securi Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Vaneck ETF Tr Preferred Securi stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 69,642 shares of PFXF stock, worth $1.22 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
69,642
Previous 71,696 2.86%
Holding current value
$1.22 Million
Previous $1.23 Million 0.81%
% of portfolio
0.03%
Previous 0.03%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
SELL
$17.13 - $17.98 $35,185 - $36,930
-2,054 Reduced 2.86%
69,642 $1.24 Million
Q2 2025

Aug 18, 2025
BUY
$15.52 - $17.13 $128,614 - $141,956
8,287 Added 13.07%
71,696 $1.23 Million
Q1 2025

May 21, 2025
SELL
$16.76 - $17.69 $129,471 - $136,655
-7,725 Reduced 10.86%
63,409 $1.06 Million
Q1 2025

May 07, 2025
BUY
$16.76 - $17.69 $106,174 - $112,066
6,335 Added 9.78%
71,134 $1.19 Million
Q4 2024

Jan 21, 2025
SELL
$17.21 - $18.41 $963 - $1,030
-56 Reduced 0.09%
64,799 $1.12 Million
Q3 2024

Nov 14, 2024
BUY
$17.02 - $18.39 $779,703 - $842,464
45,811 Added 240.55%
64,855 $1.18 Million
Q1 2024

May 03, 2024
BUY
$17.16 - $17.98 $10,639 - $11,147
620 Added 3.37%
19,044 $336,000
Q4 2023

Jan 26, 2024
BUY
$15.7 - $17.41 $10,990 - $12,187
700 Added 3.95%
18,424 $316,000
Q3 2023

Oct 11, 2023
SELL
$16.71 - $17.63 $23,394 - $24,682
-1,400 Reduced 7.32%
17,724 $297,000
Q2 2023

Aug 08, 2023
BUY
$16.91 - $17.69 $24,959 - $26,110
1,476 Added 8.36%
19,124 $337,000
Q1 2023

Apr 25, 2023
BUY
$16.81 - $18.58 $3,513 - $3,883
209 Added 1.2%
17,648 $311,000
Q4 2022

Jan 30, 2023
BUY
$16.39 - $17.65 $61,462 - $66,187
3,750 Added 27.39%
17,439 $291,000
Q3 2022

Nov 14, 2022
SELL
$17.16 - $19.59 $14,826 - $16,925
-864 Reduced 5.94%
13,689 $235,000
Q2 2022

Jul 22, 2022
BUY
$17.74 - $20.35 $126,291 - $144,871
7,119 Added 95.76%
14,553 $0
Q1 2022

May 16, 2022
BUY
$19.51 - $21.82 $17,071 - $19,092
875 Added 13.34%
7,434 $152,000
Q2 2021

Jul 08, 2021
BUY
$20.68 - $21.34 $28,952 - $29,876
1,400 Added 27.14%
6,559 $139,000
Q1 2020

Sep 07, 2021
SELL
$13.24 - $20.63 $5,163 - $8,045
-390 Reduced 7.03%
5,159 $85,000
Q4 2019

Sep 07, 2021
BUY
$19.78 - $20.37 $810 - $835
41 Added 0.74%
5,549 $113,000
Q3 2019

Sep 07, 2021
SELL
$19.9 - $20.3 $26,904 - $27,445
-1,352 Reduced 19.71%
5,508 $111,000
Q3 2018

Sep 07, 2021
SELL
N/A
-1,000 Reduced 12.72%
6,860 $133,000
Q2 2018

Sep 07, 2021
BUY
N/A
1,025 Added 15.0%
7,860 $153,000
Q1 2018

Sep 07, 2021
BUY
N/A
440 Added 6.88%
6,835 $131,000
Q4 2017

Sep 07, 2021
BUY
N/A
4,305 Added 205.98%
6,395 $125,000
Q2 2017

Sep 07, 2021
BUY
N/A
1,200 Added 134.83%
2,090 $42,000
Q1 2017

Sep 07, 2021
BUY
N/A
890
890 $17,000

Others Institutions Holding PFXF

# of Institutions
202
Shares Held
31.9M
Call Options Held
0
Put Options Held
0
View Full List

About VANECK ETF TR PREFERRED SECURI

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