Geneos Wealth Management Inc. Usaa ETF Tr Core Intermediate Transaction History

Geneos Wealth Management Inc.

  • $2.6 Billion
  • Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 550 shares of UITB stock, worth $25,112. This represents 0.0% of its overall portfolio holdings.

Number of Shares
550
Previous 550 -0.0%
Holding current value
$25,112
Previous $25,000 4.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 25, 2023
SELL
$45.26 - $47.34 $23,897 - $24,995
-528 Reduced 48.98%
550 $25,000
Q4 2022

Jan 30, 2023
BUY
$43.97 - $46.71 $23,216 - $24,662
528 Added 96.0%
1,078 $49,000
Q4 2020

May 19, 2021
SELL
$53.87 - $54.63 $39,756 - $40,316
-738 Reduced 57.3%
550 $29,000
Q3 2020

Sep 07, 2021
BUY
$53.86 - $54.88 $69,371 - $70,685
1,288 New
1,288 $69,000

Others Institutions Holding UITB

# of Institutions
114
Shares Held
43.8M
Call Options Held
0
Put Options Held
0
View Full List

About USAA ETF TR CORE INTERMEDIATE

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