A detailed history of Geneos Wealth Management Inc. transactions in Proshares Tr S&P Midcap 400 Di stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 6,664 shares of REGL stock, worth $539,317. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,664
Previous 6,846 2.66%
Holding current value
$539,317
Previous $503,000 8.15%
% of portfolio
0.02%
Previous 0.02%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$72.52 - $82.35 $13,198 - $14,987
-182 Reduced 2.66%
6,664 $544,000
Q2 2024

Jul 23, 2024

SELL
$73.16 - $77.93 $24,069 - $25,638
-329 Reduced 4.59%
6,846 $503,000
Q1 2024

May 03, 2024

SELL
$71.24 - $78.56 $12,467 - $13,748
-175 Reduced 2.38%
7,175 $563,000
Q4 2023

Jan 26, 2024

SELL
$63.72 - $74.22 $40,908 - $47,649
-642 Reduced 8.03%
7,350 $540,000
Q3 2023

Oct 11, 2023

SELL
$66.59 - $73.45 $10,321 - $11,384
-155 Reduced 1.9%
7,992 $533,000
Q2 2023

Aug 08, 2023

SELL
$66.86 - $71.4 $56,496 - $60,333
-845 Reduced 9.4%
8,147 $572,000
Q1 2023

Apr 25, 2023

BUY
$67.41 - $76.42 $87,161 - $98,811
1,293 Added 16.79%
8,992 $636,000
Q4 2022

Jan 30, 2023

BUY
$65.53 - $75.15 $148,490 - $170,289
2,266 Added 41.71%
7,699 $550,000
Q3 2022

Nov 14, 2022

BUY
$64.43 - $74.92 $161,075 - $187,300
2,500 Added 85.24%
5,433 $350,000
Q2 2022

Jul 22, 2022

SELL
$65.1 - $73.72 $6,509 - $7,372
-100 Reduced 3.3%
2,933 $0
Q1 2022

May 16, 2022

BUY
$69.11 - $74.12 $25,570 - $27,424
370 Added 13.89%
3,033 $219,000
Q4 2021

Feb 09, 2022

BUY
$68.5 - $73.99 $73,089 - $78,947
1,067 Added 66.85%
2,663 $196,000
Q3 2021

Nov 09, 2021

BUY
$67.58 - $72.75 $1,892 - $2,037
28 Added 1.79%
1,596 $109,000
Q2 2021

Jul 08, 2021

BUY
$69.9 - $74.76 $13,281 - $14,204
190 Added 13.79%
1,568 $112,000
Q1 2021

Jun 17, 2021

BUY
$62.19 - $71.09 $2,922 - $3,341
47 Added 3.53%
1,378 $100,000
Q4 2020

May 19, 2021

SELL
$53.18 - $63.33 $1,967 - $2,343
-37 Reduced 2.7%
1,331 $93,000
Q2 2020

Sep 07, 2021

BUY
$42.21 - $58.1 $2,321 - $3,195
55 Added 4.19%
1,368 $69,000
Q1 2020

Sep 07, 2021

BUY
$38.94 - $61.2 $4,244 - $6,670
109 Added 9.05%
1,313 $57,000
Q4 2019

Sep 07, 2021

BUY
$55.94 - $60.84 $1,118 - $1,216
20 Added 1.69%
1,204 $72,000
Q3 2019

Sep 07, 2021

BUY
$57.74 - $59.12 $12,818 - $13,124
222 Added 23.08%
1,184 $68,000
Q2 2019

Sep 07, 2021

BUY
N/A
123 Added 14.66%
962 $56,000
Q1 2019

Sep 07, 2021

BUY
N/A
40 Added 5.01%
839 $47,000
Q4 2018

Sep 07, 2021

SELL
N/A
-200 Reduced 20.02%
799 $40,000
Q3 2018

Sep 07, 2021

BUY
N/A
540 Added 117.65%
999 $56,000
Q2 2018

Sep 07, 2021

SELL
N/A
-250 Reduced 35.26%
459 $25,000
Q1 2018

Sep 07, 2021

SELL
N/A
-200 Reduced 22.0%
709 $37,000
Q4 2017

Sep 07, 2021

BUY
N/A
229 Added 33.68%
909 $49,000
Q2 2017

Sep 07, 2021

BUY
N/A
520 Added 325.0%
680 $34,000
Q3 2016

Sep 07, 2021

BUY
N/A
25 Added 18.52%
160 $7,000
Q2 2016

Sep 07, 2021

BUY
N/A
135
135 $6,000

Others Institutions Holding REGL

About PROSHARES TR S&P MIDCAP 400 DI


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