A detailed history of Geneos Wealth Management Inc. transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,450 shares of TAXF stock, worth $73,500. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,450
Previous 1,450 -0.0%
Holding current value
$73,500
Previous $73,000 1.37%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 03, 2024

BUY
$50.35 - $51.11 $61,175 - $62,098
1,215 Added 517.02%
1,450 $73,000
Q1 2023

Apr 25, 2023

BUY
$49.09 - $50.78 $11,536 - $11,933
235 New
235 $11,000

Others Institutions Holding TAXF

About AMERICAN CENTY ETF TR DIVERSIF


  • Ticker TAXF
  • Sector ETFs
  • Industry ETFs
More about TAXF
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.