Geneos Wealth Management Inc. Svb Financial Group Transaction History

Geneos Wealth Management Inc.

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 30, 2023	SELL	$200.26 - $376.49 $2,002 - $3,764	-10 Reduced 16.67%	50 $11,000
Q3 2022 Nov 14, 2022	SELL	$21.04 - $436.17 $252 - $5,234	-12 Reduced 16.67%	60 $20,000
Q1 2022 May 16, 2022	BUY	$494.35 - $737.77 $17,796 - $26,559	36 Added 100.0%	72 $40,000
Q4 2021 Feb 09, 2022	BUY	$637.64 - $755.03 $2,550 - $3,020	4 Added 12.5%	36 $24,000
Q3 2021 Nov 09, 2021	SELL	$534.95 - $674.41 $77,567 - $97,789	-145 Reduced 81.92%	32 $21,000
Q2 2021 Jul 08, 2021	BUY	$483.33 - $606.83 $966 - $1,213	2 Added 1.14%	177 $100,000
Q1 2021 Jun 17, 2021	SELL	$386.16 - $551.63 $5,020 - $7,171	-13 Reduced 6.91%	175 $100,000
Q4 2020 May 19, 2021	BUY	$245.3 - $387.83 $21,586 - $34,129	88 Added 88.0%	188 $92,000
Q2 2020 Sep 07, 2021	SELL	$139.34 - $236.04 $2,229 - $3,776	-16 Reduced 13.79%	100 $20,000
Q1 2020 Sep 07, 2021	BUY	$130.98 - $270.79 $10,347 - $21,392	79 Added 213.51%	116 $18,000
Q3 2019 Sep 07, 2021	SELL	$184.71 - $233.79 $6,464 - $8,182	-35 Reduced 48.61%	37 $7,000
Q1 2019 Sep 07, 2021	SELL	$189.64 - $250.81 $379 - $501	-2 Reduced 2.7%	72 $16,000
Q4 2018 Sep 07, 2021	BUY	$180.49 - $321.39 $5,234 - $9,320	29 Added 64.44%	74 $14,000
Q3 2018 Sep 07, 2021	BUY	$289.02 - $331.24 $6,936 - $7,949	24 Added 114.29%	45 $13,000
Q4 2016 Sep 07, 2021	SELL	N/A	-23 Reduced 52.27%	21 $3,000
Q3 2016 Sep 07, 2021	BUY	N/A	21 Added 91.3%	44 $4,000
Q2 2016 Sep 07, 2021	SELL	N/A	-20 Reduced 46.51%	23 $2,000
Q1 2016 Sep 07, 2021	BUY	N/A	43	43 $4,000

137K

Ticker SIVB
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 59,104,100
Market Cap $28.4M
Description
SVB Financial Group, a diversified financial services company, offers various banking and financial products and services. It operates through four segments: Global Commercial Bank, SVB Private Bank, SVB Capital, and SVB Securities. The Global Commercial Bank segment provides commercial banking products and services, including credit, treasury m...

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

Stay updated on Geneos Wealth Management Inc. with notifications on news.