Geneos Wealth Management Inc. Spdr Index Shs Fds Msci Eafe S Transaction History

Geneos Wealth Management Inc.

  • $2.24 Billion
  • Q2 2024

A detailed history of Geneos Wealth Management Inc. transactions in Spdr Index Shs Fds Msci Eafe S stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 22,813 shares of QEFA stock, worth $1.71 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
22,813
Previous 35,251 35.28%
Holding current value
$1.71 Million
Previous $2.68 Million 36.43%
% of portfolio
0.08%
Previous 0.12%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
SELL
$72.83 - $78.0 $905,859 - $970,164
-12,438 Reduced 35.28%
22,813 $1.71 Million
Q1 2024

May 03, 2024
SELL
$71.3 - $76.31 $171,405 - $183,449
-2,404 Reduced 6.38%
35,251 $2.68 Million
Q4 2023

Jan 26, 2024
SELL
$64.42 - $73.18 $275,331 - $312,771
-4,274 Reduced 10.19%
37,655 $2.75 Million
Q3 2023

Oct 11, 2023
SELL
$66.72 - $71.82 $412,329 - $443,847
-6,180 Reduced 12.85%
41,929 $2.81 Million
Q2 2023

Aug 08, 2023
SELL
$68.15 - $71.82 $51,930 - $54,726
-762 Reduced 1.56%
48,109 $3.36 Million
Q1 2023

Apr 25, 2023
BUY
$64.55 - $69.63 $3.1 Million - $3.34 Million
48,026 Added 5683.55%
48,871 $3.39 Million
Q4 2022

Jan 30, 2023
SELL
$57.54 - $66.5 $28,770 - $33,250
-500 Reduced 37.17%
845 $54,000
Q3 2022

Nov 14, 2022
SELL
N/A
-235 Reduced 14.87%
1,345 $75,000
Q1 2022

May 16, 2022
SELL
N/A
-1,180 Reduced 42.75%
1,580 $114,000
Q4 2021

Feb 09, 2022
BUY
N/A
1,180 Added 74.68%
2,760 $211,000
Q3 2021

Nov 09, 2021
BUY
N/A
10 Added 0.64%
1,580 $118,000
Q4 2020

May 19, 2021
BUY
N/A
235 Added 17.6%
1,570 $114,000
Q3 2020

Sep 07, 2021
SELL
N/A
-438 Reduced 24.7%
1,335 $81,000
Q2 2020

Sep 07, 2021
BUY
N/A
60 Added 3.5%
1,773 $104,000
Q1 2020

Sep 07, 2021
BUY
N/A
543 Added 46.41%
1,713 $90,000
Q4 2018

Sep 07, 2021
SELL
N/A
-1,500 Reduced 56.18%
1,170 $66,000
Q3 2018

Sep 07, 2021
BUY
N/A
1,470 Added 122.5%
2,670 $171,000
Q4 2017

Sep 07, 2021
BUY
N/A
1,200
1,200 $78,000

Others Institutions Holding QEFA

# of Institutions
116
Shares Held
11.2M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR INDEX SHS FDS MSCI EAFE S

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