A detailed history of Geneos Wealth Management Inc. transactions in Shell PLC stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 5,299 shares of SHEL stock, worth $325,146. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,299
Previous 3,876 36.71%
Holding current value
$325,146
Previous $279,000 25.09%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$65.65 - $73.28 $93,419 - $104,277
1,423 Added 36.71%
5,299 $349,000
Q2 2024

Jul 23, 2024

BUY
$67.92 - $74.17 $33,824 - $36,936
498 Added 14.74%
3,876 $279,000
Q4 2023

Jan 26, 2024

SELL
$62.04 - $68.55 $175,821 - $194,270
-2,834 Reduced 45.62%
3,378 $222,000
Q3 2023

Oct 11, 2023

SELL
$58.53 - $65.82 $8,662 - $9,741
-148 Reduced 2.33%
6,212 $399,000
Q2 2023

Aug 08, 2023

BUY
$56.0 - $62.07 $166,208 - $184,223
2,968 Added 87.5%
6,360 $384,000
Q1 2023

Apr 25, 2023

SELL
$53.95 - $62.58 $185,641 - $215,337
-3,441 Reduced 50.36%
3,392 $195,000
Q4 2022

Jan 30, 2023

BUY
$50.18 - $58.47 $20,072 - $23,388
400 Added 6.22%
6,833 $389,000
Q3 2022

Nov 14, 2022

SELL
$22.42 - $55.66 $306,033 - $759,759
-13,650 Reduced 67.97%
6,433 $320,000
Q2 2022

Jul 22, 2022

SELL
$24.75 - $30.77 $7,474 - $9,292
-302 Reduced 1.48%
20,083 $512,000
Q1 2022

May 16, 2022

BUY
$22.42 - $27.83 $457,031 - $567,314
20,385 New
20,385 $1.12 Million

Others Institutions Holding SHEL

About Shell plc


  • Ticker SHEL
  • Exchange OTC
  • Sector Energy
  • Industry Oil & Gas Integrated
  • Shares Outstandng 3,560,539,904
  • Market Cap $218B
  • Description
  • Shell plc operates as an energy and petrochemical company Europe, Asia, Oceania, Africa, the United States, and Rest of the Americas. The company operates through Integrated Gas, Upstream, Marketing, Chemicals and Products, and Renewables and Energy Solutions segments. It explores for and extracts crude oil, natural gas, and natural gas liquids;...
More about SHEL
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