Geneos Wealth Management Inc. Global X Fdsnasdaq 100 Covered Transaction History

Geneos Wealth Management Inc.

  • $2.6 Billion
  • Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in Global X Fdsnasdaq 100 Covered stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,400 shares of QYLD stock, worth $25,746. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,400
Previous 1,400 -0.0%
Holding current value
$25,746
Previous $24,000 4.17%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 23, 2024
BUY
$17.22 - $18.04 $327 - $342
19 Added 1.38%
1,400 $24,000
Q1 2024

May 03, 2024
SELL
$17.09 - $18.0 $7,570 - $7,974
-443 Reduced 24.29%
1,381 $24,000
Q4 2023

Jan 26, 2024
BUY
$16.3 - $17.51 $1,613 - $1,733
99 Added 5.74%
1,824 $31,000
Q3 2023

Oct 11, 2023
SELL
$16.58 - $18.05 $117,104 - $127,487
-7,063 Reduced 80.37%
1,725 $28,000
Q2 2023

Aug 08, 2023
SELL
$16.93 - $17.8 $343,052 - $360,681
-20,263 Reduced 69.75%
8,788 $155,000
Q1 2023

Apr 25, 2023
BUY
$15.76 - $17.15 $122,029 - $132,792
7,743 Added 36.34%
29,051 $498,000
Q4 2022

Jan 30, 2023
BUY
$15.39 - $16.71 $118,225 - $128,366
7,682 Added 56.38%
21,308 $339,000
Q3 2022

Nov 14, 2022
SELL
$15.66 - $18.51 $488,670 - $577,604
-31,205 Reduced 69.61%
13,626 $213,000
Q2 2022

Jul 22, 2022
BUY
$17.13 - $21.08 $391,523 - $481,804
22,856 Added 104.01%
44,831 $0
Q1 2022

May 16, 2022
BUY
$19.1 - $22.29 $35,277 - $41,169
1,847 Added 9.18%
21,975 $460,000
Q4 2021

Feb 09, 2022
SELL
$21.71 - $23.05 $403,957 - $428,891
-18,607 Reduced 48.04%
20,128 $446,000
Q3 2021

Nov 09, 2021
BUY
$22.03 - $23.12 $746,817 - $783,768
33,900 Added 701.14%
38,735 $858,000
Q2 2021

Jul 08, 2021
BUY
$21.37 - $22.84 $277 - $296
13 Added 0.27%
4,835 $108,000
Q1 2021

Jun 17, 2021
SELL
$21.45 - $23.47 $14,350 - $15,701
-669 Reduced 12.18%
4,822 $108,000
Q4 2020

May 19, 2021
BUY
$20.69 - $23.02 $13,551 - $15,078
655 Added 13.54%
5,491 $123,000
Q3 2020

Sep 07, 2021
BUY
$20.96 - $22.27 $398 - $423
19 Added 0.39%
4,836 $103,000
Q2 2020

Sep 07, 2021
SELL
$18.9 - $21.0 $251,048 - $278,943
-13,283 Reduced 73.39%
4,817 $99,000
Q1 2020

Sep 07, 2021
BUY
$17.99 - $24.15 $118,554 - $159,148
6,590 Added 57.25%
18,100 $335,000
Q4 2019

Sep 07, 2021
BUY
$22.1 - $23.81 $38,431 - $41,405
1,739 Added 17.8%
11,510 $273,000
Q3 2019

Sep 07, 2021
BUY
$22.4 - $23.01 $62,719 - $64,428
2,800 Added 40.17%
9,771 $218,000
Q2 2019

Sep 07, 2021
SELL
N/A
-300 Reduced 4.13%
6,971 $158,000
Q1 2019

Sep 07, 2021
SELL
N/A
-446 Reduced 5.78%
7,271 $165,000
Q4 2018

Sep 07, 2021
BUY
N/A
7,717 New
7,717 $162,000

Others Institutions Holding QYLD

# of Institutions
417
Shares Held
88.1M
Call Options Held
231K
Put Options Held
352K
View Full List

About GLOBAL X FDSNASDAQ 100 COVERED

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