Geneos Wealth Management Inc. Spdr Nuveen Bloomberg Short Te Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 8,832 shares of SHM stock, worth $424,465. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,832
Previous 8,110 8.9%
Holding current value
$424,465
Previous $386,000 9.33%
% of portfolio
0.01%
Previous 0.01%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
BUY
$47.02 - $47.83 $33,948 - $34,533
722 Added 8.9%
8,832 $422,000
Q1 2025

May 21, 2025
SELL
$47.33 - $47.92 $851 - $862
-18 Reduced 0.22%
8,110 $386,000
Q1 2025

May 07, 2025
BUY
$47.33 - $47.92 $359,566 - $364,048
7,597 Added 1430.7%
8,128 $386,000
Q3 2024

Nov 14, 2024
SELL
$47.01 - $48.2 $8,790 - $9,013
-187 Reduced 26.04%
531 $25,000
Q3 2022

Nov 14, 2022
SELL
$46.05 - $47.82 $39,142 - $40,647
-850 Reduced 54.21%
718 $33,000
Q2 2021

Jul 08, 2021
SELL
$49.5 - $49.73 $823,927 - $827,755
-16,645 Reduced 91.39%
1,568 $77,000
Q1 2021

Jun 17, 2021
SELL
$49.43 - $49.87 $34,007 - $34,310
-688 Reduced 3.64%
18,213 $903,000
Q4 2020

May 19, 2021
BUY
$49.66 - $49.86 $860,756 - $864,223
17,333 Added 1105.42%
18,901 $77,000
Q3 2020

Sep 07, 2021
SELL
$49.76 - $50.06 $30,701 - $30,887
-617 Reduced 28.24%
1,568 $78,000
Q1 2020

Sep 07, 2021
SELL
$43.92 - $49.69 $431,997 - $488,750
-9,836 Reduced 81.82%
2,185 $107,000
Q4 2019

Sep 07, 2021
SELL
$48.87 - $49.12 $99,010 - $99,517
-2,026 Reduced 14.42%
12,021 $590,000
Q3 2019

Sep 07, 2021
BUY
$48.76 - $49.06 $568,249 - $571,745
11,654 Added 487.0%
14,047 $688,000
Q1 2019

Sep 07, 2021
SELL
N/A
-387 Reduced 13.92%
2,393 $116,000
Q4 2018

Sep 07, 2021
SELL
N/A
-179 Reduced 6.05%
2,780 $133,000
Q3 2018

Sep 07, 2021
SELL
N/A
-512 Reduced 14.75%
2,959 $141,000
Q2 2018

Sep 07, 2021
BUY
N/A
729 Added 26.59%
3,471 $166,000
Q3 2017

Sep 07, 2021
BUY
N/A
617 Added 29.04%
2,742 $133,000
Q1 2017

Sep 07, 2021
SELL
N/A
-1,758 Reduced 45.27%
2,125 $102,000
Q4 2016

Sep 07, 2021
BUY
N/A
1,158 Added 42.5%
3,883 $186,000
Q1 2016

Sep 07, 2021
BUY
N/A
2,725
2,725 $132,000

Others Institutions Holding SHM

# of Institutions
448
Shares Held
69.4M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

SHM Quotes by TradingView
  • Ticker SHM
  • Sector ETFs
  • Industry ETFs
More about SHM
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