Geneos Wealth Management Inc. Spdr S&P 600 Small Cap ETF Transaction History

Geneos Wealth Management Inc.

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 25, 2023	SELL	$79.99 - $93.53 $31,995 - $37,412	-400 Reduced 29.59%	952 $79,000
Q4 2022 Jan 30, 2023	SELL	$80.75 - $88.73 $12,516 - $13,753	-155 Reduced 10.29%	1,352 $111,000
Q2 2022 Jul 22, 2022	SELL	N/A	-675 Reduced 30.93%	1,507 $0
Q1 2022 May 16, 2022	SELL	N/A	-97 Reduced 4.26%	2,182 $204,000
Q3 2021 Nov 09, 2021	BUY	N/A	669 Added 41.55%	2,279 $219,000
Q2 2021 Jul 08, 2021	BUY	N/A	20 Added 1.26%	1,610 $156,000
Q1 2021 Jun 17, 2021	SELL	N/A	-343 Reduced 17.74%	1,590 $152,000
Q1 2020 Sep 07, 2021	SELL	N/A	-475 Reduced 19.73%	1,933 $91,000
Q4 2019 Sep 07, 2021	BUY	N/A	781 Added 48.0%	2,408 $174,000
Q2 2019 Sep 07, 2021	SELL	N/A	-19 Reduced 1.15%	1,627 $110,000
Q1 2019 Sep 07, 2021	BUY	N/A	18 Added 1.11%	1,646 $109,000
Q4 2018 Sep 07, 2021	BUY	N/A	351 Added 27.49%	1,628 $97,000
Q3 2018 Sep 07, 2021	BUY	N/A	1,207 Added 1724.29%	1,277 $96,000
Q2 2018 Sep 07, 2021	SELL	N/A	-1,252 Reduced 94.7%	70 $5,000
Q1 2018 Sep 07, 2021	SELL	N/A	-107 Reduced 7.49%	1,322 $175,000
Q4 2017 Sep 07, 2021	BUY	N/A	24 Added 1.71%	1,429 $190,000
Q2 2017 Sep 07, 2021	BUY	N/A	157 Added 12.58%	1,405 $173,000
Q3 2016 Sep 07, 2021	BUY	N/A	1,102 Added 754.79%	1,248 $139,000
Q2 2016 Sep 07, 2021	BUY	N/A	135 Added 1227.27%	146 $15,000
Q1 2016 Sep 07, 2021	BUY	N/A	11	11 $1,000

587K

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