A detailed history of Geneos Wealth Management Inc. transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 17,605 shares of SOFI stock, worth $239,956. This represents 0.01% of its overall portfolio holdings.

Number of Shares
17,605
Previous 10,025 75.61%
Holding current value
$239,956
Previous $66,000 109.09%
% of portfolio
0.01%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$6.32 - $8.19 $47,905 - $62,080
7,580 Added 75.61%
17,605 $138,000
Q2 2024

Jul 23, 2024

SELL
$6.32 - $7.89 $4,531 - $5,657
-717 Reduced 6.67%
10,025 $66,000
Q1 2024

May 03, 2024

BUY
$6.92 - $9.65 $4,269 - $5,954
617 Added 6.09%
10,742 $78,000
Q4 2023

Jan 26, 2024

BUY
$6.62 - $10.32 $19,198 - $29,928
2,900 Added 40.14%
10,125 $100,000
Q3 2023

Oct 11, 2023

BUY
$7.4 - $11.45 $24,420 - $37,785
3,300 Added 84.08%
7,225 $57,000
Q2 2023

Aug 08, 2023

BUY
$4.76 - $9.74 $6,069 - $12,418
1,275 Added 48.11%
3,925 $32,000
Q3 2022

Nov 14, 2022

SELL
$4.84 - $8.23 $5,203 - $8,847
-1,075 Reduced 28.86%
2,650 $12,000
Q2 2022

Jul 22, 2022

BUY
$5.25 - $9.77 $7,691 - $14,313
1,465 Added 64.82%
3,725 $19,000
Q1 2022

May 16, 2022

BUY
$7.93 - $15.68 $17,921 - $35,436
2,260 New
2,260 $21,000

Others Institutions Holding SOFI

About SoFi Technologies, Inc.


  • Ticker SOFI
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 799,630,016
  • Market Cap $10.9B
  • Description
  • SoFi Technologies, Inc. provides digital financial services. It operates through three segments: Lending, Technology Platform, and Financial Services. The company's lending and financial services and products allows its members to borrow, save, spend, invest, and protect their money. It offers student loans; personal loans for debt consolidation...
More about SOFI
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