A detailed history of Geneos Wealth Management Inc. transactions in Raymond James Financial Inc stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 9 shares of RJF stock, worth $1,428. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9
Previous 21 57.14%
Holding current value
$1,428
Previous $2,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

SELL
$106.39 - $125.13 $1,276 - $1,501
-12 Reduced 57.14%
9 $1,000
Q2 2024

Jul 23, 2024

SELL
$115.67 - $129.99 $2,197 - $2,469
-19 Reduced 47.5%
21 $2,000
Q1 2024

May 03, 2024

BUY
$109.13 - $128.42 $2,073 - $2,439
19 Added 90.48%
40 $5,000
Q1 2023

Apr 25, 2023

SELL
$87.16 - $118.11 $33,033 - $44,763
-379 Reduced 94.75%
21 $1,000
Q3 2022

Nov 14, 2022

SELL
$25.39 - $110.98 $18,839 - $82,347
-742 Reduced 64.97%
400 $39,000
Q2 2022

Jul 22, 2022

SELL
$85.45 - $113.79 $30,163 - $40,167
-353 Reduced 23.61%
1,142 $102,000
Q1 2022

May 16, 2022

BUY
$92.96 - $115.44 $69,998 - $86,926
753 Added 101.48%
1,495 $164,000
Q3 2021

Nov 09, 2021

BUY
$82.69 - $95.33 $20,424 - $23,546
247 Added 49.9%
742 $70,000
Q2 2021

Jul 08, 2021

SELL
$82.71 - $91.09 $41,355 - $45,545
-500 Reduced 50.25%
495 $65,000
Q4 2020

May 19, 2021

BUY
$48.46 - $63.89 $24,230 - $31,945
500 Added 101.01%
995 $61,000
Q2 2020

Sep 07, 2021

SELL
$38.35 - $54.44 $460 - $653
-12 Reduced 2.37%
495 $32,000
Q1 2019

Sep 07, 2021

BUY
$47.69 - $56.31 $572 - $675
12 Added 2.42%
507 $40,000
Q2 2017

Sep 07, 2021

SELL
N/A
-15 Reduced 2.94%
495 $39,000
Q3 2016

Sep 07, 2021

BUY
N/A
15 Added 3.03%
510 $29,000
Q1 2016

Sep 07, 2021

BUY
N/A
495
495 $23,000

Others Institutions Holding RJF

About RAYMOND JAMES FINANCIAL INC


  • Ticker RJF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 215,100,000
  • Market Cap $34.1B
  • Description
  • Raymond James Financial, Inc., a diversified financial services company, provides private client group, capital markets, asset management, banking, and other services to individuals, corporations, and municipalities in the United States, Canada, and Europe. The Private Client Group segment offers investment services, portfolio management service...
More about RJF
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.