Geneos Wealth Management Inc. Pacer Fds Tr Benchmark Data & Transaction History

Geneos Wealth Management Inc.

  • $2.24 Billion
  • Q2 2024

A detailed history of Geneos Wealth Management Inc. transactions in Pacer Fds Tr Benchmark Data & stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 6,005 shares of SRVR stock, worth $192,520. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,005
Previous 6,537 8.14%
Holding current value
$192,520
Previous $187,000 12.3%
% of portfolio
0.01%
Previous 0.01%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
SELL
$25.95 - $28.32 $13,805 - $15,066
-532 Reduced 8.14%
6,005 $164,000
Q1 2024

May 03, 2024
BUY
$27.9 - $30.01 $1,841 - $1,980
66 Added 1.02%
6,537 $187,000
Q4 2023

Jan 26, 2024
BUY
$24.18 - $29.94 $6,939 - $8,592
287 Added 4.64%
6,471 $192,000
Q3 2023

Oct 11, 2023
SELL
$25.28 - $30.13 $123,113 - $146,733
-4,870 Reduced 44.06%
6,184 $160,000
Q2 2023

Aug 08, 2023
SELL
$27.46 - $30.07 $29,244 - $32,024
-1,065 Reduced 8.79%
11,054 $322,000
Q1 2023

Apr 25, 2023
SELL
$28.16 - $32.76 $44,408 - $51,662
-1,577 Reduced 11.51%
12,119 $359,000
Q4 2022

Jan 30, 2023
SELL
$26.27 - $30.94 $178,268 - $209,958
-6,786 Reduced 33.13%
13,696 $397,000
Q3 2022

Nov 14, 2022
SELL
$28.45 - $37.5 $28,876 - $38,062
-1,015 Reduced 4.72%
20,482 $586,000
Q2 2022

Jul 22, 2022
SELL
$32.66 - $40.41 $16,362 - $20,245
-501 Reduced 2.28%
21,497 $0
Q1 2022

May 16, 2022
SELL
$35.08 - $42.85 $20,311 - $24,810
-579 Reduced 2.56%
21,998 $858,000
Q4 2021

Feb 09, 2022
BUY
$38.19 - $43.28 $22,914 - $25,968
600 Added 2.73%
22,577 $977,000
Q3 2021

Nov 09, 2021
BUY
$38.92 - $43.2 $23,546 - $26,136
605 Added 2.83%
21,977 $859,000
Q2 2021

Jul 08, 2021
SELL
$36.41 - $41.53 $2,439 - $2,782
-67 Reduced 0.31%
21,372 $864,000
Q4 2020

May 19, 2021
BUY
$34.07 - $36.95 $106,230 - $115,210
3,118 Added 17.02%
21,439 $772,000
Q3 2020

Sep 07, 2021
BUY
$34.18 - $37.76 $100,420 - $110,938
2,938 Added 19.1%
18,321 $639,000
Q2 2020

Sep 07, 2021
BUY
$29.36 - $35.96 $87,492 - $107,160
2,980 Added 24.03%
15,383 $533,000
Q1 2020

Sep 07, 2021
BUY
$24.56 - $36.82 $60,736 - $91,055
2,473 Added 24.9%
12,403 $367,000
Q4 2019

Sep 07, 2021
BUY
$30.15 - $32.65 $27,135 - $29,385
900 Added 9.97%
9,930 $322,000
Q3 2019

Sep 07, 2021
BUY
$31.06 - $32.5 $76,252 - $79,787
2,455 Added 37.34%
9,030 $288,000
Q2 2019

Sep 07, 2021
BUY
N/A
6,575 New
6,575 $194,000

Others Institutions Holding SRVR

# of Institutions
106
Shares Held
10.3M
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR BENCHMARK DATA &

SRVR Quotes by TradingView
  • Ticker SRVR
  • Sector ETFs
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More about SRVR
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