A detailed history of Geneos Wealth Management Inc. transactions in Spdr S&P Kensho Intelligent St stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 250 shares of SIMS stock, worth $8,400. This represents 0.0% of its overall portfolio holdings.

Number of Shares
250
Previous 400 37.5%
Holding current value
$8,400
Previous $13,000 38.46%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

SELL
$31.55 - $34.69 $4,732 - $5,203
-150 Reduced 37.5%
250 $8,000
Q4 2023

Jan 26, 2024

SELL
$28.32 - $35.09 $5,664 - $7,018
-200 Reduced 33.33%
400 $13,000
Q2 2023

Aug 08, 2023

SELL
$31.62 - $36.22 $4,743 - $5,433
-150 Reduced 20.0%
600 $21,000
Q2 2022

Jul 22, 2022

SELL
N/A
-100 Reduced 11.76%
750 $0
Q4 2021

Feb 09, 2022

BUY
N/A
850 New
850 $38,000

Others Institutions Holding SIMS

About SPDR S&P KENSHO INTELLIGENT ST


  • Ticker SIMS
  • Sector ETFs
  • Industry ETFs
More about SIMS
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