Geneos Wealth Management Inc. Vanguard Intermediate Term Tre Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 611 shares of VGIT stock, worth $36,232. This represents 0.0% of its overall portfolio holdings.

Number of Shares
611
Previous 1,087 43.79%
Holding current value
$36,232
Previous $65,000 46.15%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
$57.78 - $60.4 $27,503 - $28,750
-476 Reduced 43.79%
611 $35,000
Q3 2024

Nov 14, 2024
BUY
$57.8 - $60.8 $29,824 - $31,372
516 Added 90.37%
1,087 $65,000
Q2 2024

Jul 23, 2024
BUY
$57.14 - $58.53 $31,598 - $32,367
553 Added 3072.22%
571 $33,000
Q1 2024

May 03, 2024
SELL
$58.07 - $59.52 $103,190 - $105,767
-1,777 Reduced 99.0%
18 $1,000
Q4 2023

Jan 26, 2024
BUY
$56.15 - $59.51 $1,123 - $1,190
20 Added 1.13%
1,795 $106,000
Q3 2023

Oct 11, 2023
BUY
$56.93 - $59.05 $18,502 - $19,191
325 Added 22.41%
1,775 $101,000
Q2 2023

Aug 08, 2023
BUY
$58.61 - $60.65 $83,929 - $86,850
1,432 Added 7955.56%
1,450 $85,000
Q1 2023

Apr 25, 2023
SELL
$57.72 - $60.39 $7,503 - $7,850
-130 Reduced 87.84%
18 $1,000
Q4 2022

Jan 30, 2023
BUY
$57.14 - $59.67 $8,456 - $8,831
148 New
148 $8,000
Q1 2022

May 16, 2022
SELL
$62.43 - $66.15 $91,022 - $96,446
-1,458 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$66.4 - $67.68 $96,811 - $98,677
1,458 New
1,458 $96,000
Q2 2020

Sep 07, 2021
SELL
$69.86 - $70.63 $11,596 - $11,724
-166 Closed
0 $0
Q1 2020

Sep 07, 2021
BUY
$66.04 - $70.55 $10,962 - $11,711
166 New
166 $11,000

Others Institutions Holding VGIT

# of Institutions
857
Shares Held
403M
Call Options Held
19.7K
Put Options Held
8.6K
View Full List

About VANGUARD INTERMEDIATE-TERM TRE

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