A detailed history of Geneos Wealth Management Inc. transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,422 shares of PJUL stock, worth $99,568. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,422
Previous 2,422 -0.0%
Holding current value
$99,568
Previous $91,000 3.3%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 16, 2022

BUY
$29.54 - $30.91 $71,545 - $74,864
2,422 New
2,422 $74,000
Q2 2021

Jul 08, 2021

SELL
$29.37 - $29.64 $71,134 - $71,788
-2,422 Closed
0 $0
Q1 2021

Jun 17, 2021

SELL
$28.6 - $29.33 $8,637 - $8,857
-302 Reduced 11.09%
2,422 $71,000
Q4 2020

May 19, 2021

BUY
$27.32 - $28.76 $66,169 - $69,656
2,422 Added 801.99%
2,724 $8,000
Q4 2019

Sep 07, 2021

BUY
$25.64 - $26.77 $51 - $53
2 Added 0.67%
302 $8,000
Q4 2018

Sep 07, 2021

BUY
$23.3 - $25.69 $6,990 - $7,707
300 New
300 $7,000

Others Institutions Holding PJUL

About INNOVATOR U.S. EQUITY POWER BU


  • Ticker PJUL
  • Sector ETFs
  • Industry ETFs
More about PJUL
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.