Geneos Wealth Management Inc. Global X Fds Global X Superdiv Transaction History

Geneos Wealth Management Inc.

$2.77 Billion
Q4 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	SELL	$8.08 - $23.31 $6,302 - $18,181	-780 Reduced 66.1%	400 $3,000
Q1 2022 May 16, 2022	BUY	$10.05 - $12.71 $3,015 - $3,813	300 Added 34.09%	1,180 $13,000
Q4 2021 Feb 09, 2022	SELL	$11.94 - $13.51 $9,850 - $11,145	-825 Reduced 48.39%	880 $10,000
Q2 2021 Jul 08, 2021	BUY	$13.8 - $14.72 $5,520 - $5,888	400 Added 30.65%	1,705 $24,000
Q4 2020 May 19, 2021	SELL	$10.61 - $13.11 $12,466 - $15,404	-1,175 Reduced 47.38%	1,305 $18,000
Q3 2020 Sep 07, 2021	SELL	$10.54 - $11.5 $5,533 - $6,037	-525 Reduced 17.47%	2,480 $26,000
Q2 2020 Sep 07, 2021	SELL	$8.43 - $12.46 $15,089 - $22,303	-1,790 Reduced 37.33%	3,005 $32,000
Q1 2020 Sep 07, 2021	BUY	$8.1 - $18.05 $14,175 - $31,587	1,750 Added 57.47%	4,795 $45,000
Q3 2019 Sep 07, 2021	SELL	$15.85 - $17.38 $15,850 - $17,380	-1,000 Reduced 24.72%	3,045 $51,000
Q2 2019 Sep 07, 2021	BUY	$16.85 - $18.41 $2,106 - $2,301	125 Added 3.19%	4,045 $69,000
Q1 2019 Sep 07, 2021	BUY	$17.28 - $19.22 $4,320 - $4,805	250 Added 6.81%	3,920 $71,000
Q4 2017 Sep 07, 2021	SELL	$21.05 - $22.38 $27,554 - $29,295	-1,309 Reduced 26.29%	3,670 $79,000
Q3 2017 Sep 07, 2021	SELL	$21.88 - $22.02 $22,886 - $23,032	-1,046 Reduced 17.36%	4,979 $109,000
Q2 2017 Sep 07, 2021	BUY	N/A	365 Added 6.45%	6,025 $130,000
Q1 2017 Sep 07, 2021	BUY	N/A	145 Added 2.63%	5,660 $121,000
Q3 2016 Sep 07, 2021	BUY	N/A	140 Added 2.6%	5,515 $118,000
Q1 2016 Sep 07, 2021	BUY	N/A	5,375	5,375 $107,000

Others Institutions Holding SDIV

# of Institutions

6

Shares Held

40.3K

Call Options Held

0

Put Options Held

0

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