Geneos Wealth Management Inc. Truist Financial Corp Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

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 $591,058. This represents 0.02% of its overall portfolio holdings.

Number of Shares

13,644

Previous 11,919 14.47%

Holding current value

$591,058

Previous $463,000 25.92%

% of portfolio

0.02%

Previous 0.02%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

1,647

Shares Held

944M

Call Options Held

9.38M

Put Options Held

6.49M

View Full List

About TRUIST FINANCIAL CORP

Ticker TFC
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 1,326,770,048
Market Cap $57.5B
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...

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Geneos Wealth Management Inc. Truist Financial Corp Transaction History