Geneos Wealth Management Inc. Spdr Nuveen Bloomberg Municipa Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 6,162 shares of TFI stock, worth $284,376. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,162

Holding current value

$284,376

% of portfolio

0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$45.6 - $46.83 $280,987 - $288,566	6,162 New	6,162 $288,000
Q2 2022 Jul 22, 2022	BUY	$45.07 - $47.95 $1,352 - $1,438	30 New	30 $0
Q2 2021 Jul 08, 2021	SELL	$51.61 - $52.39 $20,489 - $20,798	-397 Closed	0 $0
Q1 2021 Jun 17, 2021	BUY	$51.39 - $52.66 $20,401 - $20,906	397 New	397 $20,000
Q3 2020 Sep 07, 2021	SELL	$51.6 - $52.7 $38,493 - $39,314	-746 Closed	0 $0
Q3 2017 Sep 07, 2021	BUY	N/A	521 Added 231.56%	746 $36,000
Q1 2017 Sep 07, 2021	SELL	N/A	-1,234 Reduced 84.58%	225 $10,000
Q4 2016 Sep 07, 2021	BUY	N/A	1,185 Added 432.48%	1,459 $69,000
Q3 2016 Sep 07, 2021	SELL	N/A	-226 Reduced 45.2%	274 $13,000
Q2 2016 Sep 07, 2021	SELL	N/A	-1,126 Reduced 69.25%	500 $25,000
Q1 2016 Sep 07, 2021	BUY	N/A	1,626	1,626 $79,000

Others Institutions Holding TFI

# of Institutions

323

Shares Held

67.9M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG MUNICIPA

Ticker TFI
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Geneos Wealth Management Inc. Spdr Nuveen Bloomberg Municipa Transaction History