Geneos Wealth Management Inc. Ssga Active Trust Transaction History

Geneos Wealth Management Inc.

  • $2.17 Billion
  • Q1 2024

A detailed history of Geneos Wealth Management Inc. transactions in Ssga Active Trust stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 15,606 shares of SRLN stock, worth $652,330. This represents 0.03% of its overall portfolio holdings.

Number of Shares
15,606
Previous 19,452 19.77%
Holding current value
$652,330
Previous $815,000 19.39%
% of portfolio
0.03%
Previous 0.04%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
SELL
$41.64 - $42.11 $160,147 - $161,955
-3,846 Reduced 19.77%
15,606 $657,000
Q4 2023

Jan 26, 2024
BUY
$41.29 - $41.98 $236,426 - $240,377
5,726 Added 41.72%
19,452 $815,000
Q3 2023

Oct 11, 2023
SELL
$41.52 - $42.12 $8,013 - $8,129
-193 Reduced 1.39%
13,726 $575,000
Q2 2023

Aug 08, 2023
SELL
$40.84 - $41.87 $95,238 - $97,640
-2,332 Reduced 14.35%
13,919 $582,000
Q1 2023

Apr 25, 2023
SELL
$40.7 - $42.14 $2,238 - $2,317
-55 Reduced 0.34%
16,251 $673,000
Q4 2022

Jan 30, 2023
SELL
$40.74 - $41.61 $1,344 - $1,373
-33 Reduced 0.2%
16,306 $666,000
Q3 2022

Nov 14, 2022
SELL
N/A
-2,686 Reduced 14.12%
16,339 $667,000
Q2 2022

Jul 22, 2022
BUY
N/A
870 Added 4.79%
19,025 $0
Q1 2022

May 16, 2022
BUY
N/A
3,770 Added 26.21%
18,155 $816,000
Q4 2021

Feb 09, 2022
BUY
N/A
3,347 Added 30.32%
14,385 $656,000
Q3 2021

Nov 09, 2021
BUY
N/A
1,043 Added 10.44%
11,038 $507,000
Q2 2021

Jul 08, 2021
SELL
N/A
-7,593 Reduced 43.17%
9,995 $461,000
Q1 2021

Jun 17, 2021
BUY
N/A
6,077 Added 52.79%
17,588 $807,000
Q4 2020

May 19, 2021
BUY
N/A
1,296 Added 12.69%
11,511 $508,000
Q3 2020

Sep 07, 2021
BUY
N/A
784 Added 8.31%
10,215 $454,000
Q2 2020

Sep 07, 2021
SELL
N/A
-3,014 Reduced 24.22%
9,431 $406,000
Q1 2020

Sep 07, 2021
BUY
N/A
1,505 Added 13.76%
12,445 $487,000
Q4 2019

Sep 07, 2021
SELL
N/A
-1,245 Reduced 10.22%
10,940 $509,000
Q3 2019

Sep 07, 2021
SELL
N/A
-1,838 Reduced 13.11%
12,185 $564,000
Q2 2019

Sep 07, 2021
SELL
N/A
-405 Reduced 2.81%
14,023 $648,000
Q1 2019

Sep 07, 2021
SELL
N/A
-2,901 Reduced 16.74%
14,428 $664,000
Q4 2018

Sep 07, 2021
BUY
N/A
10,999 Added 173.76%
17,329 $775,000
Q3 2018

Sep 07, 2021
BUY
N/A
4,041 Added 176.54%
6,330 $535,000
Q2 2018

Sep 07, 2021
SELL
N/A
-11 Reduced 0.48%
2,289 $107,000
Q1 2018

Sep 07, 2021
BUY
N/A
198 Added 9.42%
2,300 $109,000
Q4 2017

Sep 07, 2021
BUY
N/A
829 Added 65.12%
2,102 $99,000
Q3 2017

Sep 07, 2021
BUY
N/A
3 Added 0.24%
1,273 $60,000
Q2 2017

Sep 07, 2021
BUY
N/A
3 Added 0.24%
1,270 $60,000
Q1 2017

Sep 07, 2021
BUY
N/A
2 Added 0.16%
1,267 $60,000
Q4 2016

Sep 07, 2021
BUY
N/A
315 Added 33.16%
1,265 $60,000
Q3 2016

Sep 07, 2021
BUY
N/A
950
950 $44,000

Others Institutions Holding SRLN

# of Institutions
502
Shares Held
101M
Call Options Held
25.3K
Put Options Held
518K
View Full List

About SSGA ACTIVE TRUST

SRLN Quotes by TradingView
  • Ticker SRLN
  • Sector ETFs
  • Industry ETFs
More about SRLN
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.

Choose your preferred platform and Sign Up 👇 Telegram Email