Geneos Wealth Management Inc. Dj Brookfield Global Transaction History

Geneos Wealth Management Inc.

  • $2.17 Billion
  • Q1 2024

A detailed history of Geneos Wealth Management Inc. transactions in Dj Brookfield Global stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 500 shares of TOLZ stock, worth $22,745. This represents 0.0% of its overall portfolio holdings.

Number of Shares
500
Previous 500 -0.0%
Holding current value
$22,745
Previous $22,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 26, 2024
SELL
$39.92 - $45.95 $9,980 - $11,487
-250 Reduced 33.33%
500 $22,000
Q3 2023

Oct 11, 2023
SELL
$41.39 - $45.77 $6,208 - $6,865
-150 Reduced 16.67%
750 $31,000
Q2 2023

Aug 08, 2023
SELL
$43.71 - $47.07 $9,222 - $9,931
-211 Reduced 18.99%
900 $40,000
Q1 2023

Apr 25, 2023
SELL
$43.27 - $47.34 $4,240 - $4,639
-98 Reduced 8.11%
1,111 $50,000
Q4 2022

Jan 30, 2023
SELL
$42.98 - $46.6 $45,472 - $49,302
-1,058 Reduced 46.67%
1,209 $53,000
Q3 2022

Nov 14, 2022
SELL
N/A
-49 Reduced 2.12%
2,267 $92,000
Q2 2022

Jul 22, 2022
SELL
N/A
-71 Reduced 2.97%
2,316 $0
Q1 2022

May 16, 2022
SELL
N/A
-545 Reduced 18.59%
2,387 $118,000
Q4 2021

Feb 09, 2022
SELL
N/A
-3,286 Reduced 52.85%
2,932 $140,000
Q3 2021

Nov 09, 2021
BUY
N/A
1,859 Added 42.65%
6,218 $282,000
Q2 2021

Jul 08, 2021
BUY
N/A
1,024 Added 30.7%
4,359 $203,000
Q1 2021

Jun 17, 2021
BUY
N/A
606 Added 22.21%
3,335 $151,000
Q4 2020

May 19, 2021
BUY
N/A
1,346 Added 97.32%
2,729 $118,000
Q3 2020

Sep 07, 2021
BUY
N/A
1,383 New
1,383 $52,000

Others Institutions Holding TOLZ

# of Institutions
49
Shares Held
2.76M
Call Options Held
0
Put Options Held
0
View Full List

About DJ BROOKFIELD GLOBAL

TOLZ Quotes by TradingView
  • Ticker TOLZ
  • Sector ETFs
  • Industry ETFs
More about TOLZ
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