Geneos Wealth Management Inc. Spdr Index Shs Fds Spdr Portfo Transaction History

Geneos Wealth Management Inc.

$3.77 Billion
Q3 2025

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 08, 2021	SELL	$39.89 - $43.85 $6,581 - $7,235	-165 Closed	0 $0
Q1 2021 Jun 17, 2021	BUY	$37.11 - $39.9 $6,123 - $6,583	165 New	165 $6,000
Q2 2020 Sep 07, 2021	SELL	$25.66 - $33.17 $153,960 - $199,020	-6,000 Closed	0 $0
Q1 2020 Sep 07, 2021	SELL	$23.14 - $36.82 $24,297 - $38,661	-1,050 Reduced 14.89%	6,000 $159,000
Q3 2019 Sep 07, 2021	BUY	$33.01 - $33.68 $198,060 - $202,080	6,000 Added 571.43%	7,050 $233,000
Q2 2018 Sep 07, 2021	SELL	N/A	-351 Reduced 25.05%	1,050 $35,000
Q1 2018 Sep 07, 2021	BUY	N/A	253 Added 22.04%	1,401 $48,000
Q4 2017 Sep 07, 2021	SELL	N/A	-147 Reduced 11.35%	1,148 $41,000
Q3 2017 Sep 07, 2021	BUY	N/A	1 Added 0.08%	1,295 $46,000
Q2 2017 Sep 07, 2021	BUY	N/A	808 Added 166.26%	1,294 $43,000
Q1 2017 Sep 07, 2021	BUY	N/A	4 Added 0.83%	486 $15,000
Q4 2016 Sep 07, 2021	BUY	N/A	2 Added 0.42%	482 $14,000
Q3 2016 Sep 07, 2021	BUY	N/A	2 Added 0.42%	480 $14,000
Q2 2016 Sep 07, 2021	BUY	N/A	10 Added 2.14%	478 $14,000
Q1 2016 Sep 07, 2021	BUY	N/A	468	468 $13,000

Others Institutions Holding SPEU

# of Institutions

116

Shares Held

6.95M

Call Options Held

0

Put Options Held

0

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