Geneos Wealth Management Inc. Spdr Ser Tr Spdr Ice Pfd Sec E Transaction History

Geneos Wealth Management Inc.

  • $2.6 Billion
  • Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in Spdr Ser Tr Spdr Ice Pfd Sec E stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 7,382 shares of PSK stock, worth $253,202. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,382
Previous 7,364 0.24%
Holding current value
$253,202
Previous $249,000 5.62%
% of portfolio
0.01%
Previous 0.01%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$33.58 - $35.96 $604 - $647
18 Added 0.24%
7,382 $263,000
Q2 2024

Jul 23, 2024
BUY
$32.98 - $34.74 $2,902 - $3,057
88 Added 1.21%
7,364 $249,000
Q1 2024

May 03, 2024
SELL
$33.52 - $35.27 $13,575 - $14,284
-405 Reduced 5.27%
7,276 $253,000
Q4 2023

Jan 26, 2024
SELL
$30.17 - $33.89 $26,097 - $29,314
-865 Reduced 10.12%
7,681 $257,000
Q3 2023

Oct 11, 2023
SELL
$32.3 - $33.77 $10,981 - $11,481
-340 Reduced 3.83%
8,546 $277,000
Q2 2023

Aug 08, 2023
BUY
$31.88 - $34.63 $57,511 - $62,472
1,804 Added 25.47%
8,886 $297,000
Q1 2023

Apr 25, 2023
BUY
$32.33 - $37.04 $19,721 - $22,594
610 Added 9.43%
7,082 $240,000
Q4 2022

Jan 30, 2023
BUY
$32.04 - $35.12 $38,608 - $42,319
1,205 Added 22.88%
6,472 $212,000
Q3 2022

Nov 14, 2022
BUY
$34.21 - $38.59 $8,963 - $10,110
262 Added 5.23%
5,267 $183,000
Q2 2022

Jul 22, 2022
SELL
$34.49 - $38.69 $34,490 - $38,690
-1,000 Reduced 16.65%
5,005 $0
Q4 2021

Feb 09, 2022
SELL
$42.1 - $43.53 $838,421 - $866,899
-19,915 Reduced 76.83%
6,005 $257,000
Q3 2021

Nov 09, 2021
BUY
$43.1 - $44.18 $48,142 - $49,349
1,117 Added 4.5%
25,920 $1.12 Million
Q2 2021

Jul 08, 2021
BUY
$42.87 - $44.22 $251,861 - $259,792
5,875 Added 31.04%
24,803 $1.09 Million
Q1 2021

Jun 17, 2021
SELL
$42.16 - $44.09 $62,902 - $65,782
-1,492 Reduced 7.31%
18,928 $824,000
Q4 2020

May 19, 2021
BUY
$43.06 - $44.41 $701,232 - $723,216
16,285 Added 393.83%
20,420 $884,000
Q3 2020

Sep 07, 2021
BUY
$41.62 - $43.91 $16,648 - $17,564
400 Added 10.71%
4,135 $179,000
Q4 2019

Sep 07, 2021
BUY
$43.17 - $44.38 $21,585 - $22,190
500 Added 15.46%
3,735 $164,000
Q3 2019

Sep 07, 2021
BUY
$43.42 - $44.18 $30,394 - $30,926
700 Added 27.61%
3,235 $142,000
Q2 2019

Sep 07, 2021
BUY
N/A
860 Added 51.34%
2,535 $109,000
Q1 2019

Sep 07, 2021
SELL
N/A
-75 Reduced 4.29%
1,675 $71,000
Q3 2018

Sep 07, 2021
BUY
N/A
775 Added 79.49%
1,750 $74,000
Q1 2017

Sep 07, 2021
SELL
N/A
-58 Reduced 5.61%
975 $42,000
Q3 2016

Sep 07, 2021
SELL
N/A
-262 Reduced 20.23%
1,033 $46,000
Q2 2016

Sep 07, 2021
SELL
N/A
-1,304 Reduced 50.17%
1,295 $59,000
Q1 2016

Sep 07, 2021
BUY
N/A
2,599
2,599 $116,000

Others Institutions Holding PSK

# of Institutions
181
Shares Held
12.4M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR SPDR ICE PFD SEC E

PSK Quotes by TradingView
  • Ticker PSK
  • Sector ETFs
  • Industry ETFs
More about PSK
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.

Choose your preferred platform and Sign Up 👇 Telegram Email