A detailed history of Geneos Wealth Management Inc. transactions in Ptc Inc. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 221 shares of PTC stock, worth $41,963. This represents 0.0% of its overall portfolio holdings.

Number of Shares
221
Previous 221 -0.0%
Holding current value
$41,963
Previous $39,000 2.56%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

BUY
$164.85 - $187.32 $36,431 - $41,397
221 New
221 $39,000
Q4 2020

May 19, 2021

SELL
$81.22 - $120.14 $6,497 - $9,611
-80 Closed
0 $0
Q3 2020

Sep 07, 2021

SELL
$76.59 - $97.6 $6,127 - $7,808
-80 Reduced 50.0%
80 $6,000
Q4 2019

Sep 07, 2021

SELL
$62.71 - $77.09 $4,765 - $5,858
-76 Reduced 32.2%
160 $12,000
Q1 2019

Sep 07, 2021

SELL
$78.16 - $94.96 $3,908 - $4,748
-50 Reduced 17.48%
236 $21,000
Q4 2018

Sep 07, 2021

BUY
$76.71 - $105.87 $1,994 - $2,752
26 Added 10.0%
286 $23,000
Q3 2018

Sep 07, 2021

SELL
$91.37 - $106.19 $16,994 - $19,751
-186 Reduced 41.7%
260 $27,000
Q2 2018

Sep 07, 2021

BUY
$76.71 - $99.99 $21,939 - $28,597
286 Added 178.75%
446 $41,000
Q1 2016

Sep 07, 2021

BUY
N/A
160
160 $5,000

Others Institutions Holding PTC

About PTC INC.


  • Ticker PTC
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 117,466,000
  • Market Cap $22.3B
  • Description
  • PTC Inc. operates as software and services company in the Americas, Europe, and the Asia Pacific. The company operates in two segments, Software Products and Professional Services. It offers ThingWorx platform, which offers a set of capabilities that enable enterprises to digitally transform every aspect of their business with innovative solutio...
More about PTC
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