Geneos Wealth Management Inc. Sunoco LP Transaction History

Geneos Wealth Management Inc.

  • $2.17 Billion
  • Q1 2024

A detailed history of Geneos Wealth Management Inc. transactions in Sunoco LP stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 215 shares of SUN stock, worth $12,070. This represents 0.0% of its overall portfolio holdings.

Number of Shares
215
Previous 212 1.42%
Holding current value
$12,070
Previous $12,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 03, 2024
BUY
$54.85 - $64.19 $164 - $192
3 Added 1.42%
215 $12,000
Q4 2023

Jan 26, 2024
BUY
$47.03 - $62.45 $141 - $187
3 Added 1.44%
212 $12,000
Q3 2023

Oct 11, 2023
BUY
$43.31 - $51.22 $173 - $204
4 Added 1.95%
209 $10,000
Q2 2023

Aug 08, 2023
BUY
$42.7 - $46.03 $170 - $184
4 Added 1.99%
205 $8,000
Q1 2023

Apr 25, 2023
BUY
$41.44 - $48.09 $124 - $144
3 Added 1.52%
201 $8,000
Q4 2022

Jan 30, 2023
BUY
$38.97 - $44.85 $155 - $179
4 Added 2.06%
198 $8,000
Q3 2022

Nov 14, 2022
SELL
$36.12 - $42.28 $154,015 - $180,281
-4,264 Reduced 95.65%
194 $7,000
Q2 2022

Jul 22, 2022
BUY
$35.61 - $44.35 $17,911 - $22,308
503 Added 12.72%
4,458 $166,000
Q1 2022

May 16, 2022
BUY
$40.02 - $46.7 $160 - $186
4 Added 0.1%
3,955 $161,000
Q4 2021

Feb 09, 2022
BUY
$37.34 - $42.07 $149 - $168
4 Added 0.1%
3,951 $161,000
Q3 2021

Nov 09, 2021
BUY
$35.09 - $38.8 $140 - $155
4 Added 0.1%
3,947 $147,000
Q2 2021

Jul 08, 2021
BUY
$32.44 - $38.32 $5,677 - $6,706
175 Added 4.64%
3,943 $150,000
Q2 2020

Sep 07, 2021
BUY
$14.35 - $27.0 $36,190 - $68,094
2,522 Added 202.41%
3,768 $91,000
Q4 2019

Sep 07, 2021
BUY
$30.01 - $33.87 $10,053 - $11,346
335 Added 36.77%
1,246 $38,000
Q3 2018

Sep 07, 2021
SELL
$24.52 - $29.55 $7,552 - $9,101
-308 Reduced 25.27%
911 $26,000
Q2 2018

Sep 07, 2021
BUY
$24.68 - $28.37 $888 - $1,021
36 Added 3.04%
1,219 $30,000
Q1 2018

Sep 07, 2021
BUY
$25.51 - $32.54 $790 - $1,008
31 Added 2.69%
1,183 $30,000
Q4 2017

Sep 07, 2021
BUY
$28.04 - $32.38 $841 - $971
30 Added 2.67%
1,152 $32,000
Q3 2017

Sep 07, 2021
BUY
$30.26 - $32.32 $9,955 - $10,633
329 Added 41.49%
1,122 $34,000
Q2 2017

Sep 07, 2021
BUY
N/A
21 Added 2.72%
793 $24,000
Q1 2017

Sep 07, 2021
SELL
N/A
-453 Reduced 36.98%
772 $18,000
Q4 2016

Sep 07, 2021
BUY
N/A
750 Added 157.89%
1,225 $32,000
Q1 2016

Sep 07, 2021
BUY
N/A
475
475 $15,000

Others Institutions Holding SUN

# of Institutions
228
Shares Held
21.1M
Call Options Held
201K
Put Options Held
213K
View Full List

About Sunoco LP

SUN Quotes by TradingView
  • Ticker SUN
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Refining & Marketing
  • Shares Outstandng 83,763,296
  • Market Cap $4.7B
  • Description
  • Sunoco LP, together with its subsidiaries, distributes and retails motor fuels in the United States. It operates in two segments, Fuel Distribution and Marketing, and All Other. The Fuel Distribution and Marketing segment purchases motor fuel from independent refiners and oil companies and supplies it to independently operated dealer stations, d...
More about SUN
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