Geneos Wealth Management Inc. Spdr Portfolio Aggregate Bond Transaction History

Geneos Wealth Management Inc.

  • $2.17 Billion
  • Q1 2024

A detailed history of Geneos Wealth Management Inc. transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 203,364 shares of SPAB stock, worth $5.1 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
203,364
Previous 199,893 1.74%
Holding current value
$5.1 Million
Previous $5.13 Million 0.31%
% of portfolio
0.24%
Previous 0.25%

Shares

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

May 03, 2024
BUY
$24.99 - $25.67 $86,740 - $89,100
3,471 Added 1.74%
203,364 $5.14 Million
Q4 2023

Jan 26, 2024
SELL
$23.71 - $25.74 $96,879 - $105,173
-4,086 Reduced 2.0%
199,893 $5.13 Million
Q3 2023

Oct 11, 2023
BUY
$24.28 - $25.47 $1.26 Million - $1.32 Million
51,964 Added 34.18%
203,979 $4.96 Million
Q2 2023

Aug 08, 2023
BUY
$25.22 - $26.01 $561,825 - $579,424
22,277 Added 17.17%
152,015 $3.86 Million
Q1 2023

Apr 25, 2023
BUY
$24.92 - $26.08 $1.03 Million - $1.08 Million
41,503 Added 47.04%
129,738 $3.35 Million
Q4 2022

Jan 30, 2023
BUY
$24.4 - $25.85 $249,782 - $264,626
10,237 Added 13.12%
88,235 $2.22 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-9,866 Reduced 11.23%
77,998 $1.95 Million
Q2 2022

Jul 22, 2022
BUY
N/A
25,713 Added 41.37%
87,864 $0
Q1 2022

May 16, 2022
SELL
N/A
-47,153 Reduced 43.14%
62,151 $1.73 Million
Q4 2021

Feb 09, 2022
BUY
N/A
39,475 Added 56.53%
109,304 $3.24 Million
Q3 2021

Nov 09, 2021
BUY
N/A
37,160 Added 113.75%
69,829 $2.09 Million
Q2 2021

Jul 08, 2021
SELL
N/A
-1,364,141 Reduced 97.66%
32,669 $980,000
Q1 2021

Jun 17, 2021
BUY
N/A
55,841 Added 4.16%
1,396,810 $41.6 Million
Q4 2020

May 19, 2021
BUY
N/A
1,325,442 Added 8536.37%
1,340,969 $739,000
Q3 2020

Sep 07, 2021
BUY
N/A
3,021 Added 24.16%
15,527 $478,000
Q2 2020

Sep 07, 2021
BUY
N/A
5,187 Added 70.87%
12,506 $385,000
Q1 2020

Sep 07, 2021
BUY
N/A
1,691 Added 30.05%
7,319 $220,000
Q4 2019

Sep 07, 2021
BUY
N/A
806 Added 16.72%
5,628 $165,000
Q3 2019

Sep 07, 2021
SELL
N/A
-353 Reduced 6.82%
4,822 $142,000
Q2 2019

Sep 07, 2021
BUY
N/A
3,487 Added 206.58%
5,175 $150,000
Q1 2019

Sep 07, 2021
SELL
N/A
-10 Reduced 0.59%
1,688 $48,000
Q4 2018

Sep 07, 2021
BUY
N/A
460 Added 37.16%
1,698 $47,000
Q3 2018

Sep 07, 2021
BUY
N/A
144 Added 13.16%
1,238 $34,000
Q2 2018

Sep 07, 2021
BUY
N/A
320 Added 41.34%
1,094 $30,000
Q1 2018

Sep 07, 2021
BUY
N/A
580 Added 298.97%
774 $21,000
Q4 2017

Sep 07, 2021
BUY
N/A
97 Added 100.0%
194 $5,000
Q4 2016

Sep 07, 2021
SELL
N/A
-200 Reduced 67.34%
97 $5,000
Q2 2016

Sep 07, 2021
BUY
N/A
47 Added 18.8%
297 $17,000
Q1 2016

Sep 07, 2021
BUY
N/A
250
250 $14,000

Others Institutions Holding SPAB

# of Institutions
462
Shares Held
237M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO AGGREGATE BOND

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