Geneos Wealth Management Inc. Spdr Ser Tr Ssga Gender Divers Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in Spdr Ser Tr Ssga Gender Divers stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 100 shares of SHE stock, worth $12,074. This represents 0.0% of its overall portfolio holdings.

Number of Shares

100

Previous 100 -0.0%

Holding current value

$12,074

Previous $10,000 10.0%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 26, 2024	SELL	$82.32 - $95.28 $5,762 - $6,669	-70 Reduced 41.18%	100 $9,000
Q3 2023 Oct 11, 2023	SELL	$84.78 - $90.85 $6,104 - $6,541	-72 Reduced 29.75%	170 $14,000
Q2 2023 Aug 08, 2023	SELL	$81.77 - $88.04 $3,025 - $3,257	-37 Reduced 13.26%	242 $21,000
Q3 2022 Nov 14, 2022	SELL	$72.78 - $86.73 $9,388 - $11,188	-129 Reduced 31.62%	279 $20,000
Q2 2022 Jul 22, 2022	SELL	$73.56 - $93.77 $14,270 - $18,191	-194 Reduced 32.23%	408 $0
Q1 2022 May 16, 2022	BUY	$84.79 - $102.13 $1,017 - $1,225	12 Added 2.03%	602 $55,000
Q3 2021 Nov 09, 2021	BUY	$100.54 - $106.29 $10,054 - $10,629	100 Added 20.41%	590 $60,000
Q1 2021 Jun 17, 2021	BUY	$87.77 - $97.1 $20,362 - $22,527	232 Added 89.92%	490 $48,000
Q4 2020 May 19, 2021	BUY	$74.55 - $89.66 $2,161 - $2,600	29 Added 12.66%	258 $24,000
Q3 2020 Sep 07, 2021	BUY	$71.03 - $80.46 $2,059 - $2,333	29 Added 14.5%	229 $17,000
Q2 2020 Sep 07, 2021	BUY	$56.5 - $75.86 $11,300 - $15,172	200 New	200 $13,000

Others Institutions Holding SHE

# of Institutions

110

Shares Held

921K

Call Options Held

Put Options Held

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About SPDR SER TR SSGA GENDER DIVERS

Ticker SHE
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Industry ETFs

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Geneos Wealth Management Inc. Spdr Ser Tr Ssga Gender Divers Transaction History