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 61,885 shares of SPIP stock, worth $1.58 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
61,885
Previous 62,002 0.19%
Holding current value
$1.58 Million
Previous $1.58 Million 3.17%
% of portfolio
0.06%
Previous 0.07%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SPDR SER TR SPDR PORTFOLIO TIP


  • Ticker SPIP
  • Sector ETFs
  • Industry ETFs
More about SPIP
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.