Geneos Wealth Management Inc. Innovator U.S. Equity Ultra Bu Transaction History

Geneos Wealth Management Inc.

$2.24 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 08, 2021	SELL	$26.92 - $27.43 $332,892 - $339,199	-12,366 Closed	0 $0
Q4 2020 May 19, 2021	BUY	$24.78 - $26.06 $306,429 - $322,257	12,366 New	12,366 $332,000

Others Institutions Holding UFEB

# of Institutions

62

Shares Held

1.19M

Call Options Held

0

Put Options Held

0

Truist Financial Corp

125K
Shares

$4.07 Million
0.01% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

102K
Shares

$3.34 Million
0.28% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

78.5K
Shares

$2.56 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

75.1K
Shares

$2.45 Million
0.0% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

58.7K
Shares

$1.92 Million
0.09% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UFEB
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