Geneos Wealth Management Inc. Pacer Fds Tr Trendpilot U S Bo Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Pacer Fds Tr Trendpilot U S Bo stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 6,277 shares of PTBD stock, worth $122,527. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,277
Previous 6,277 -0.0%
Holding current value
$122,527
Previous $123,000 0.81%
% of portfolio
0.0%
Previous 0.0%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
BUY
$19.43 - $20.13 $17,681 - $18,318
910 Added 16.96%
6,277 $123,000
Q1 2025

May 21, 2025
SELL
$19.96 - $20.4 $55,588 - $56,813
-2,785 Reduced 34.16%
5,367 $107,000
Q1 2025

May 07, 2025
SELL
$19.96 - $20.4 $483,511 - $494,169
-24,224 Reduced 74.82%
8,152 $163,000
Q4 2024

Jan 21, 2025
SELL
$19.99 - $20.7 $59,410 - $61,520
-2,972 Reduced 8.41%
32,376 $647,000
Q3 2024

Nov 14, 2024
BUY
$20.0 - $20.91 $648,840 - $678,362
32,442 Added 1116.38%
35,348 $729,000
Q2 2024

Jul 23, 2024
SELL
$19.88 - $20.36 $14,770 - $15,127
-743 Reduced 20.36%
2,906 $58,000
Q4 2023

Jan 26, 2024
SELL
$19.09 - $20.67 $3,818 - $4,134
-200 Reduced 5.2%
3,649 $74,000
Q3 2023

Oct 11, 2023
SELL
$19.46 - $20.24 $10,372 - $10,787
-533 Reduced 12.16%
3,849 $75,000
Q2 2023

Aug 08, 2023
SELL
$19.61 - $20.42 $8,628 - $8,984
-440 Reduced 9.12%
4,382 $87,000
Q1 2023

Apr 25, 2023
SELL
$19.99 - $21.17 $14,852 - $15,729
-743 Reduced 13.35%
4,822 $97,000
Q4 2022

Jan 30, 2023
SELL
$19.63 - $20.89 $351,318 - $373,868
-17,897 Reduced 76.28%
5,565 $111,000
Q3 2022

Nov 14, 2022
SELL
$19.57 - $21.92 $42,877 - $48,026
-2,191 Reduced 8.54%
23,462 $460,000
Q2 2022

Jul 22, 2022
SELL
$21.33 - $24.43 $200,715 - $229,886
-9,410 Reduced 26.84%
25,653 $0
Q1 2022

May 16, 2022
SELL
$24.05 - $26.88 $88,768 - $99,214
-3,691 Reduced 9.52%
35,063 $852,000
Q4 2021

Feb 09, 2022
SELL
$26.52 - $27.2 $107,432 - $110,187
-4,051 Reduced 9.46%
38,754 $1.04 Million
Q3 2021

Nov 09, 2021
SELL
$27.07 - $27.88 $360,653 - $371,445
-13,323 Reduced 23.74%
42,805 $1.16 Million
Q2 2021

Jul 08, 2021
SELL
$27.3 - $27.71 $3.45 Million - $3.5 Million
-126,356 Reduced 69.24%
56,128 $1.56 Million
Q1 2021

Jun 17, 2021
SELL
$27.01 - $27.75 $1,890 - $1,942
-70 Reduced 0.04%
182,484 $5.01 Million
Q4 2020

May 19, 2021
BUY
$26.15 - $27.69 $633,771 - $671,094
24,236 Added 15.31%
182,554 $4.97 Million
Q3 2020

Sep 07, 2021
BUY
$25.0 - $26.9 $198,875 - $213,989
7,955 Added 5.29%
158,318 $4.11 Million
Q2 2020

Sep 07, 2021
BUY
$24.94 - $25.95 $393,328 - $409,257
15,771 Added 11.72%
150,363 $3.78 Million
Q1 2020

Sep 07, 2021
BUY
$24.53 - $26.23 $2.8 Million - $2.99 Million
114,063 Added 555.62%
134,592 $3.43 Million
Q4 2019

Sep 07, 2021
BUY
$24.94 - $25.64 $511,993 - $526,363
20,529 New
20,529 $525,000

Others Institutions Holding PTBD

# of Institutions
58
Shares Held
4.69M
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR TRENDPILOT U S BO

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