Geneos Wealth Management Inc. Pacer Fds Tr Trendpilot Us Lar Transaction History

Geneos Wealth Management Inc.

  • $2.17 Billion
  • Q1 2024

A detailed history of Geneos Wealth Management Inc. transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 240,160 shares of PTLC stock, worth $12 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
240,160
Previous 213,950 12.25%
Holding current value
$12 Million
Previous $9.26 Million 23.8%
% of portfolio
0.53%
Previous 0.46%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$42.56 - $47.72 $1.12 Million - $1.25 Million
26,210 Added 12.25%
240,160 $11.5 Million
Q4 2023

Jan 26, 2024
BUY
$38.36 - $43.85 $1.24 Million - $1.42 Million
32,304 Added 17.78%
213,950 $9.26 Million
Q3 2023

Oct 11, 2023
SELL
$39.77 - $42.63 $131,320 - $140,764
-3,302 Reduced 1.79%
181,646 $7.26 Million
Q2 2023

Aug 08, 2023
BUY
$37.59 - $41.3 $10,374 - $11,398
276 Added 0.15%
184,948 $7.64 Million
Q1 2023

Apr 25, 2023
BUY
$35.72 - $38.62 $1.95 Million - $2.1 Million
54,481 Added 41.85%
184,672 $7.03 Million
Q4 2022

Jan 30, 2023
BUY
$37.46 - $37.95 $28,507 - $28,879
761 Added 0.59%
130,191 $4.88 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-67,164 Reduced 34.16%
129,430 $4.87 Million
Q2 2022

Jul 22, 2022
SELL
N/A
-8,163 Reduced 3.99%
196,594 $0
Q1 2022

May 16, 2022
BUY
N/A
85,741 Added 72.04%
204,757 $7.95 Million
Q4 2021

Feb 09, 2022
SELL
N/A
-14,429 Reduced 10.81%
119,016 $4.94 Million
Q3 2021

Nov 09, 2021
SELL
N/A
-41,174 Reduced 23.58%
133,445 $5.09 Million
Q2 2021

Jul 08, 2021
SELL
N/A
-355,339 Reduced 67.05%
174,619 $6.65 Million
Q1 2021

Jun 17, 2021
SELL
N/A
-21,035 Reduced 3.82%
529,958 $19.4 Million
Q4 2020

May 19, 2021
BUY
N/A
63,173 Added 12.95%
550,993 $16.1 Million
Q3 2020

Sep 07, 2021
SELL
N/A
-8,304 Reduced 1.67%
487,820 $14.1 Million
Q2 2020

Sep 07, 2021
BUY
N/A
29,016 Added 6.21%
496,124 $13.1 Million
Q1 2020

Sep 07, 2021
BUY
N/A
162,822 Added 53.51%
467,108 $12.6 Million
Q4 2019

Sep 07, 2021
BUY
N/A
77,148 Added 33.97%
304,286 $10.2 Million
Q3 2019

Sep 07, 2021
BUY
N/A
45,096 Added 24.77%
227,138 $7.02 Million
Q2 2019

Sep 07, 2021
BUY
N/A
48,417 Added 36.23%
182,042 $5.57 Million
Q1 2019

Sep 07, 2021
BUY
N/A
25,339 Added 23.4%
133,625 $3.93 Million
Q4 2018

Sep 07, 2021
BUY
N/A
45,744 Added 73.14%
108,286 $3.12 Million
Q3 2018

Sep 07, 2021
BUY
N/A
40,774 Added 187.31%
62,542 $1.97 Million
Q2 2018

Sep 07, 2021
BUY
N/A
21,768 New
21,768 $637,000

Others Institutions Holding PTLC

# of Institutions
198
Shares Held
36.7M
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR TRENDPILOT US LAR

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