Geneos Wealth Management Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 417,045 shares of SPTM stock, worth $33.9 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
417,045
Previous 403,459 3.37%
Holding current value
$33.9 Million
Previous $30.2 Million 11.32%
% of portfolio
0.89%
Previous 0.77%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$74.93 - $80.73 $1.02 Million - $1.1 Million
13,586 Added 3.37%
417,045 $33.6 Million
Q2 2025

Aug 18, 2025
BUY
$60.34 - $74.89 $607,442 - $753,917
10,067 Added 2.56%
403,459 $30.2 Million
Q1 2025

May 21, 2025
SELL
$67.03 - $74.61 $439,247 - $488,919
-6,553 Reduced 1.64%
393,392 $26.8 Million
Q1 2025

May 07, 2025
BUY
$67.03 - $74.61 $2.9 Million - $3.23 Million
43,298 Added 12.14%
399,945 $27.2 Million
Q4 2024

Jan 21, 2025
BUY
$69.3 - $74.3 $1.57 Million - $1.68 Million
22,592 Added 6.76%
356,647 $25.5 Million
Q3 2024

Nov 14, 2024
BUY
$63.28 - $70.06 $756,955 - $838,057
11,962 Added 3.71%
334,055 $23.4 Million
Q2 2024

Jul 23, 2024
BUY
$60.69 - $66.83 $1.22 Million - $1.34 Million
20,119 Added 6.66%
322,093 $21.4 Million
Q1 2024

May 03, 2024
BUY
$57.38 - $64.15 $690,568 - $772,045
12,035 Added 4.15%
301,974 $19.4 Million
Q4 2023

Jan 26, 2024
BUY
$50.31 - $58.65 $874,589 - $1.02 Million
17,384 Added 6.38%
289,939 $16.9 Million
Q3 2023

Oct 11, 2023
BUY
$52.22 - $56.31 $588,884 - $635,007
11,277 Added 4.32%
272,555 $14.3 Million
Q2 2023

Aug 08, 2023
BUY
$49.75 - $54.44 $426,656 - $466,877
8,576 Added 3.39%
261,278 $14.2 Million
Q1 2023

Apr 25, 2023
BUY
$46.97 - $51.65 $2.22 Million - $2.44 Million
47,241 Added 22.99%
252,702 $12.7 Million
Q4 2022

Jan 30, 2023
BUY
$44.09 - $50.41 $674,224 - $770,869
15,292 Added 8.04%
205,461 $9.72 Million
Q3 2022

Nov 14, 2022
BUY
$44.11 - $53.04 $34,008 - $40,893
771 Added 0.41%
190,169 $8.39 Million
Q2 2022

Jul 22, 2022
BUY
$45.19 - $56.15 $887,305 - $1.1 Million
19,635 Added 11.57%
189,398 $0
Q1 2022

May 16, 2022
BUY
$51.36 - $58.82 $2.22 Million - $2.54 Million
43,190 Added 34.12%
169,763 $9.44 Million
Q4 2021

Feb 09, 2022
BUY
$52.99 - $58.74 $1.2 Million - $1.33 Million
22,716 Added 21.87%
126,573 $7.4 Million
Q3 2021

Nov 09, 2021
BUY
$52.32 - $55.93 $360,746 - $385,637
6,895 Added 7.11%
103,857 $5.57 Million
Q2 2021

Jul 08, 2021
SELL
$49.77 - $52.97 $9.19 Million - $9.78 Million
-184,642 Reduced 65.57%
96,962 $5.2 Million
Q1 2021

Jun 17, 2021
SELL
$45.48 - $49.44 $167,184 - $181,741
-3,676 Reduced 1.29%
281,604 $14.5 Million
Q4 2020

May 19, 2021
BUY
$39.96 - $46.09 $8.35 Million - $9.63 Million
208,992 Added 273.95%
285,280 $4.81 Million
Q3 2020

Sep 07, 2021
BUY
$37.97 - $43.65 $109,999 - $126,454
2,897 Added 3.95%
76,288 $3.06 Million
Q2 2020

Sep 07, 2021
BUY
$29.99 - $39.74 $394,908 - $523,296
13,168 Added 21.87%
73,391 $2.69 Million
Q1 2020

Sep 07, 2021
BUY
$27.12 - $41.81 $228,621 - $352,458
8,430 Added 16.28%
60,223 $1.86 Million
Q4 2019

Sep 07, 2021
BUY
$35.63 - $39.97 $132,365 - $148,488
3,715 Added 7.73%
51,793 $2.07 Million
Q3 2019

Sep 07, 2021
BUY
$36.53 - $37.33 $41,753 - $42,668
1,143 Added 2.44%
48,078 $1.76 Million
Q2 2019

Sep 07, 2021
BUY
N/A
9,484 Added 25.32%
46,935 $1.71 Million
Q1 2019

Sep 07, 2021
BUY
N/A
19,376 Added 107.2%
37,451 $1.32 Million
Q4 2018

Sep 07, 2021
BUY
N/A
5,230 Added 40.72%
18,075 $552,000
Q3 2018

Sep 07, 2021
BUY
N/A
4,611 Added 56.0%
12,845 $464,000
Q2 2018

Sep 07, 2021
SELL
N/A
-102 Reduced 1.22%
8,234 $279,000
Q1 2018

Sep 07, 2021
BUY
N/A
3,536 Added 73.67%
8,336 $273,000
Q4 2017

Sep 07, 2021
BUY
N/A
4,792 Added 59900.0%
4,800 $159,000
Q3 2017

Sep 07, 2021
BUY
N/A
8
8 $1,000

Others Institutions Holding SPTM

# of Institutions
760
Shares Held
98.3M
Call Options Held
46.9K
Put Options Held
0
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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