A detailed history of Geneos Wealth Management Inc. transactions in Northern Lts Fd Tr Iii Hcm Def stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,300 shares of QQH stock, worth $99,281. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,300
Previous 650 100.0%
Holding current value
$99,281
Previous $38,000 128.95%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 18, 2025

BUY
$54.03 - $67.61 $35,119 - $43,946
650 Added 100.0%
1,300 $87,000
Q1 2025

May 21, 2025

SELL
$58.23 - $69.12 $37,849 - $44,928
-650 Reduced 50.0%
650 $38,000
Q1 2025

May 07, 2025

BUY
$58.23 - $69.12 $75,699 - $89,856
1,300 New
1,300 $76,000

Others Institutions Holding QQH

About NORTHERN LTS FD TR III HCM DEF


  • Ticker QQH
  • Sector ETFs
  • Industry ETFs
More about QQH
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.