Geneos Wealth Management Inc. Pimco ETF Tr Broad Us Tips Ind Transaction History

Geneos Wealth Management Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 30, 2023	SELL	$53.14 - $56.0 $41,077 - $43,288	-773 Reduced 65.45%	408 $22,000
Q2 2022 Jul 22, 2022	SELL	$57.42 - $62.62 $45,936 - $50,096	-800 Reduced 40.38%	1,181 $0
Q1 2022 May 16, 2022	SELL	$62.53 - $65.89 $15,632 - $16,472	-250 Reduced 11.21%	1,981 $125,000
Q3 2021 Nov 09, 2021	BUY	$65.41 - $67.11 $40,423 - $41,473	618 Added 38.31%	2,231 $146,000
Q4 2020 May 19, 2021	BUY	$63.8 - $65.45 $102,909 - $105,570	1,613 New	1,613 $104,000

1.23M

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

Stay updated on Geneos Wealth Management Inc. with notifications on news.