A detailed history of Geneos Wealth Management Inc. transactions in Truist Financial Corp stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 13,644 shares of TFC stock, worth $635,128. This represents 0.02% of its overall portfolio holdings.

Number of Shares
13,644
Previous 11,919 14.47%
Holding current value
$635,128
Previous $463,000 25.92%
% of portfolio
0.02%
Previous 0.02%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$38.22 - $44.94 $65,929 - $77,521
1,725 Added 14.47%
13,644 $583,000
Q2 2024

Jul 23, 2024

BUY
$35.41 - $40.18 $849 - $964
24 Added 0.2%
11,919 $463,000
Q1 2024

May 03, 2024

SELL
$34.53 - $38.98 $24,240 - $27,363
-702 Reduced 5.57%
11,895 $463,000
Q4 2023

Jan 26, 2024

SELL
$27.03 - $37.64 $21,110 - $29,396
-781 Reduced 5.84%
12,597 $465,000
Q3 2023

Oct 11, 2023

BUY
$27.97 - $35.59 $18,292 - $23,275
654 Added 5.14%
13,378 $382,000
Q2 2023

Aug 08, 2023

BUY
$26.21 - $34.79 $2,778 - $3,687
106 Added 0.84%
12,724 $386,000
Q1 2023

Apr 25, 2023

SELL
$30.56 - $50.39 $47,429 - $78,205
-1,552 Reduced 10.95%
12,618 $430,000
Q4 2022

Jan 30, 2023

SELL
$40.42 - $47.26 $136,700 - $159,833
-3,382 Reduced 19.27%
14,170 $609,000
Q3 2022

Nov 14, 2022

SELL
$20.41 - $50.47 $258,390 - $638,950
-12,660 Reduced 41.9%
17,552 $764,000
Q2 2022

Jul 22, 2022

SELL
$45.68 - $55.36 $80,305 - $97,322
-1,758 Reduced 5.5%
30,212 $1.43 Million
Q1 2022

May 16, 2022

SELL
$56.23 - $67.41 $375,953 - $450,703
-6,686 Reduced 17.3%
31,970 $1.81 Million
Q4 2021

Feb 09, 2022

SELL
$55.67 - $65.14 $248,844 - $291,175
-4,470 Reduced 10.36%
38,656 $2.26 Million
Q3 2021

Nov 09, 2021

BUY
$52.18 - $60.15 $632,108 - $728,657
12,114 Added 39.06%
43,126 $2.6 Million
Q2 2021

Jul 08, 2021

SELL
$52.81 - $62.14 $1.46 Million - $1.72 Million
-27,709 Reduced 47.19%
31,012 $1.74 Million
Q1 2021

Jun 17, 2021

BUY
$47.18 - $60.17 $14,059 - $17,930
298 Added 0.51%
58,721 $3.48 Million
Q4 2020

May 19, 2021

BUY
$38.75 - $49.04 $1.13 Million - $1.43 Million
29,197 Added 99.9%
58,423 $1.81 Million
Q3 2020

Sep 07, 2021

SELL
$33.61 - $40.81 $168,218 - $204,254
-5,005 Reduced 14.62%
29,226 $1.06 Million
Q2 2020

Sep 07, 2021

SELL
$27.21 - $46.37 $4,462 - $7,604
-164 Reduced 0.48%
34,231 $1.23 Million
Q1 2020

Sep 07, 2021

SELL
$25.69 - $56.67 $34,347 - $75,767
-1,337 Reduced 3.74%
34,395 $1.14 Million
Q4 2019

Sep 07, 2021

BUY
$50.81 - $56.72 $1.82 Million - $2.03 Million
35,732 New
35,732 $2.02 Million

Others Institutions Holding TFC

About TRUIST FINANCIAL CORP


  • Ticker TFC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 1,326,770,048
  • Market Cap $61.8B
  • Description
  • Truist Financial Corporation, a holding company, provides banking and trust services in the Southeastern and Mid-Atlantic United States. The company operates through three segments: Consumer Banking and Wealth, Corporate and Commercial Banking, and Insurance Holdings. Its deposit products include noninterest-bearing checking, interest-bearing ch...
More about TFC
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