A detailed history of Geneos Wealth Management Inc. transactions in Sprott Physical Platinum & Palladium Trust stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 150 shares of SPPP stock, worth $1,369. This represents 0.0% of its overall portfolio holdings.

Number of Shares
150
Previous 150 -0.0%
Holding current value
$1,369
Previous $1,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2020

May 19, 2021

SELL
$15.0 - $17.82 $19,500 - $23,166
-1,300 Reduced 89.66%
150 $2,000
Q3 2020

Sep 07, 2021

BUY
$13.75 - $17.27 $6,187 - $7,771
450 Added 45.0%
1,450 $21,000
Q1 2020

Sep 07, 2021

BUY
$9.52 - $19.2 $9,520 - $19,200
1,000 New
1,000 $14,000
Q4 2019

Sep 07, 2021

SELL
$12.39 - $14.39 $14,868 - $17,268
-1,200 Closed
0 $0
Q3 2018

Sep 07, 2021

BUY
$7.29 - $8.82 $8,748 - $10,584
1,200 New
1,200 $10,000
Q1 2018

Sep 07, 2021

SELL
$8.53 - $9.91 $10,236 - $11,892
-1,200 Closed
0 $0
Q1 2016

Sep 07, 2021

BUY
N/A
1,200
1,200 $7,000

Others Institutions Holding SPPP

About SPROTT PHYSICAL PLATINUM & PALLADIUM TRUST


  • Ticker SPPP
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Sprott Physical Platinum and Palladium Trust is an exchange traded commodity launched and managed by Sprott Asset Management, LP. The fund invests in commodity markets. It invests in physical platinum and palladium bullion in Good Delivery plate or ingot form. Sprott Physical Platinum and Palladium Trust was formed on December 23, 2011 and is do...
More about SPPP
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.