Geneos Wealth Management Inc. Credit Suisse Ag Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	SELL	$4.16 - $5.39 $34,944 - $45,276	-8,400 Reduced 10.75%	69,708 $289,000
Q1 2022 May 16, 2022	SELL	$4.9 - $5.37 $13,916 - $15,250	-2,840 Reduced 3.51%	78,108 $406,000
Q4 2021 Feb 09, 2022	SELL	$4.89 - $5.56 $16,626 - $18,904	-3,400 Reduced 4.03%	80,948 $411,000
Q3 2021 Nov 09, 2021	BUY	$4.92 - $6.14 $25,318 - $31,596	5,146 Added 6.5%	84,348 $432,000
Q2 2021 Jul 08, 2021	BUY	$5.98 - $6.57 $237,095 - $260,487	39,648 Added 100.24%	79,202 $486,000
Q1 2021 Jun 17, 2021	BUY	$5.98 - $6.89 $1,889 - $2,177	316 Added 0.81%	39,554 $247,000
Q4 2020 May 19, 2021	BUY	$5.94 - $6.61 $233,073 - $259,363	39,238 New	39,238 $243,000
Q2 2020 Sep 07, 2021	SELL	$5.3 - $6.43 $11,130 - $13,503	-2,100 Closed	0 $0
Q3 2019 Sep 07, 2021	BUY	$6.6 - $7.46 $13,860 - $15,666	2,100 New	2,100 $14,000

Others Institutions Holding SLVO

# of Institutions

1

Shares Held

50

Call Options Held

0

Put Options Held

0

Baystate Wealth Management LLC

50
Shares

$3,883
0.0% of portfolio

About CREDIT SUISSE AG

Ticker SLVO
Exchange NASDAQ
Sector ETFs
Industry ETFs

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