Geneos Wealth Management Inc. Strategy Shs Day Hagan/Ned Dav Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	SELL	$30.73 - $35.86 $28,517 - $33,278	-928 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$34.28 - $37.53 $31,811 - $34,827	928 New	928 $33,000

Others Institutions Holding SSUS

# of Institutions

69

Shares Held

12.4M

Call Options Held

0

Put Options Held

0

Integrated Wealth Concepts LLC

1.27M
Shares

$55.1 Million
0.68% of portfolio
Cwm, LLC

976K
Shares

$42.3 Million
0.17% of portfolio
Royal Bank Of Canada Toronto, A6

942K
Shares

$40.9 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

886K
Shares

$38.4 Million
0.05% of portfolio
Iht Wealth Management, LLC Chicago, IL

842K
Shares

$36.5 Million
1.02% of portfolio

About STRATEGY SHS DAY HAGAN/NED DAV

Ticker SSUS
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