Geneos Wealth Management Inc. Pacer Fds Tr Trendpilot Fd Fds Transaction History

Geneos Wealth Management Inc.

  • $2.17 Billion
  • Q1 2024

A detailed history of Geneos Wealth Management Inc. transactions in Pacer Fds Tr Trendpilot Fd Fds stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,205 shares of TRND stock, worth $38,933. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,205
Previous 1,205 -0.0%
Holding current value
$38,933
Previous $35,000 8.57%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 08, 2023
SELL
$27.26 - $29.09 $767,641 - $819,174
-28,160 Reduced 95.9%
1,205 $35,000
Q1 2023

Apr 25, 2023
BUY
$26.08 - $28.17 $9,701 - $10,479
372 Added 1.28%
29,365 $805,000
Q4 2022

Jan 30, 2023
BUY
$25.93 - $27.41 $6,871 - $7,263
265 Added 0.92%
28,993 $756,000
Q3 2022

Nov 14, 2022
SELL
N/A
-3,659 Reduced 11.3%
28,728 $760,000
Q2 2022

Jul 22, 2022
BUY
N/A
157 Added 0.49%
32,387 $0
Q1 2022

May 16, 2022
BUY
N/A
417 Added 1.31%
32,230 $922,000
Q4 2021

Feb 09, 2022
SELL
N/A
-4,309 Reduced 11.93%
31,813 $998,000
Q3 2021

Nov 09, 2021
BUY
N/A
71 Added 0.2%
36,122 $1.1 Million
Q2 2021

Jul 08, 2021
BUY
N/A
472 Added 1.33%
36,051 $1.1 Million
Q1 2021

Jun 17, 2021
SELL
N/A
-3,604 Reduced 9.2%
35,579 $1.06 Million
Q4 2020

May 19, 2021
BUY
N/A
7,502 Added 23.68%
39,183 $1.14 Million
Q3 2020

Sep 07, 2021
BUY
N/A
1,281 Added 4.21%
31,681 $782,000
Q2 2020

Sep 07, 2021
BUY
N/A
24,525 Added 417.45%
30,400 $729,000
Q1 2020

Sep 07, 2021
BUY
N/A
3,010 Added 105.06%
5,875 $137,000
Q4 2019

Sep 07, 2021
BUY
N/A
2,865 New
2,865 $77,000

Others Institutions Holding TRND

# of Institutions
24
Shares Held
1.12M
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR TRENDPILOT FD FDS

TRND Quotes by TradingView
  • Ticker TRND
  • Sector ETFs
  • Industry ETFs
More about TRND
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email