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

Geneos Wealth Management Inc.

$3.92 Billion
Q2 2025

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 200 shares of QYLD stock, worth $3,436. This represents 0.0% of its overall portfolio holdings.

Number of Shares

200

Previous 282 29.08%

Holding current value

$3,436

Previous $4,000 25.0%

% of portfolio

0.0%

Previous 0.0%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	SELL	$14.97 - $16.79 $1,227 - $1,376	-82 Reduced 29.08%	200 $3,000
Q1 2025 May 07, 2025	SELL	$16.57 - $18.85 $18,525 - $21,074	-1,118 Reduced 79.86%	282 $4,000
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

453

Shares Held

117M

Call Options Held

9.68M

Put Options Held

341K

View Full List

About GLOBAL X FDSNASDAQ 100 COVERED

Ticker QYLD
Sector ETFs
Industry ETFs

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