Geneos Wealth Management Inc. Vanguard Wellington Fd U S Mom Transaction History

Geneos Wealth Management Inc.

$2.77 Billion
Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 4,362 shares of VFMO stock, worth $697,091. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,362

Previous 6,737 35.25%

Holding current value

$697,091

Previous $1.08 Million 33.95%

% of portfolio

0.03%

Previous 0.04%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$159.11 - $178.39 $377,886 - $423,676	-2,375 Reduced 35.25%	4,362 $716,000
Q3 2024 Nov 14, 2024	SELL	$141.31 - $161.48 $14,696 - $16,793	-104 Reduced 1.52%	6,737 $1.08 Million
Q2 2024 Jul 23, 2024	SELL	$138.89 - $152.14 $647,088 - $708,820	-4,659 Reduced 40.51%	6,841 $1.03 Million
Q1 2024 May 03, 2024	SELL	$126.46 - $151.44 $167,685 - $200,809	-1,326 Reduced 10.34%	11,500 $1.74 Million
Q4 2023 Jan 26, 2024	SELL	$105.72 - $133.01 $140,607 - $176,903	-1,330 Reduced 9.4%	12,826 $1.68 Million
Q3 2023 Oct 11, 2023	SELL	$111.55 - $125.68 $74,403 - $83,828	-667 Reduced 4.5%	14,156 $1.61 Million
Q2 2023 Aug 08, 2023	BUY	$109.06 - $121.25 $25,956 - $28,857	238 Added 1.63%	14,823 $1.8 Million
Q1 2023 Apr 25, 2023	BUY	$107.11 - $119.52 $1.56 Million - $1.74 Million	14,585 New	14,585 $1.64 Million
Q1 2022 May 16, 2022	SELL	$115.65 - $134.15 $1.67 Million - $1.94 Million	-14,435 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$126.53 - $142.48 $40,110 - $45,166	317 Added 2.25%	14,435 $1.92 Million
Q3 2021 Nov 09, 2021	BUY	$122.04 - $134.35 $1.72 Million - $1.9 Million	14,118 New	14,118 $1.84 Million

Others Institutions Holding VFMO

# of Institutions

132

Shares Held

2.55M

Call Options Held

Put Options Held

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About VANGUARD WELLINGTON FD U S MOM

Ticker VFMO
Sector ETFs
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Geneos Wealth Management Inc. Vanguard Wellington Fd U S Mom Transaction History