Geneos Wealth Management Inc. Spdr Ser Tr Spdr Portfolio Tip Transaction History

Geneos Wealth Management Inc.

$2.88 Billion
Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in Spdr Ser Tr Spdr Portfolio Tip stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 55,135 shares of SPIP stock, worth $1.43 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

55,135

Previous 69,110 20.22%

Holding current value

$1.43 Million

Previous $1.82 Million 20.24%

% of portfolio

0.05%

Previous 0.05%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 21, 2025	SELL	$25.21 - $26.38 $352,309 - $368,660	-13,975 Reduced 20.22%	55,135 $1.45 Million
Q1 2025 May 07, 2025	BUY	$25.21 - $26.38 $150,528 - $157,514	5,971 Added 9.46%	69,110 $1.82 Million
Q4 2024 Jan 21, 2025	BUY	$25.25 - $26.34 $31,663 - $33,030	1,254 Added 2.03%	63,139 $1.6 Million
Q3 2024 Nov 14, 2024	SELL	$25.19 - $26.39 $2,947 - $3,087	-117 Reduced 0.19%	61,885 $1.63 Million
Q2 2024 Jul 23, 2024	SELL	$25.0 - $25.54 $10,850 - $11,084	-434 Reduced 0.7%	62,002 $1.58 Million
Q1 2024 May 03, 2024	SELL	$25.3 - $25.89 $22,668 - $23,197	-896 Reduced 1.41%	62,436 $1.6 Million
Q4 2023 Jan 26, 2024	SELL	$24.42 - $25.87 $337,289 - $357,316	-13,812 Reduced 17.9%	63,332 $1.62 Million
Q3 2023 Oct 11, 2023	SELL	$24.77 - $25.83 $29,055 - $30,298	-1,173 Reduced 1.5%	77,144 $1.92 Million
Q2 2023 Aug 08, 2023	BUY	$25.7 - $26.69 $157,155 - $163,209	6,115 Added 8.47%	78,317 $2.02 Million
Q1 2023 Apr 25, 2023	BUY	$25.69 - $26.67 $120,614 - $125,215	4,695 Added 6.95%	72,202 $1.93 Million
Q4 2022 Jan 30, 2023	BUY	$25.28 - $26.67 $103,622 - $109,320	4,099 Added 6.46%	67,507 $1.74 Million
Q3 2022 Nov 14, 2022	BUY	$25.36 - $28.61 $218,983 - $247,047	8,635 Added 15.77%	63,408 $1.61 Million
Q2 2022 Jul 22, 2022	BUY	$27.4 - $29.93 $308,962 - $337,490	11,276 Added 25.92%	54,773 $0
Q1 2022 May 16, 2022	BUY	$29.85 - $31.38 $351,155 - $369,154	11,764 Added 37.07%	43,497 $1.32 Million
Q4 2021 Feb 09, 2022	BUY	$31.08 - $31.92 $365,687 - $375,570	11,766 Added 58.93%	31,733 $999,000
Q3 2021 Nov 09, 2021	BUY	$30.98 - $31.82 $111,373 - $114,392	3,595 Added 21.96%	19,967 $620,000
Q2 2021 Jul 08, 2021	SELL	$30.43 - $31.14 $349,427 - $357,580	-11,483 Reduced 41.22%	16,372 $509,000
Q1 2021 Jun 17, 2021	BUY	$30.22 - $31.24 $17,225 - $17,806	570 Added 2.09%	27,855 $860,000
Q4 2020 May 19, 2021	BUY	$30.37 - $31.17 $686,665 - $704,753	22,610 Added 483.64%	27,285 $345,000
Q3 2020 Sep 07, 2021	BUY	$30.15 - $31.13 $53,064 - $54,788	1,760 Added 60.38%	4,675 $144,000
Q2 2020 Sep 07, 2021	BUY	$29.06 - $30.16 $42,718 - $44,335	1,470 Added 101.73%	2,915 $87,000
Q1 2020 Sep 07, 2021	BUY	$26.89 - $30.1 $19,360 - $21,672	720 Added 99.31%	1,445 $42,000
Q4 2019 Sep 07, 2021	BUY	$28.27 - $28.74 $20,495 - $20,836	725 New	725 $20,000

Others Institutions Holding SPIP

# of Institutions

246

Shares Held

25.3M

Call Options Held

15.3K

Put Options Held

8.5K

View Full List

About SPDR SER TR SPDR PORTFOLIO TIP

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Geneos Wealth Management Inc. Spdr Ser Tr Spdr Portfolio Tip Transaction History