Geneos Wealth Management Inc. Vanguard Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 25, 2023	BUY	$57.32 - $58.77 $5,502 - $5,641	96 New	96 $5,000
Q2 2021 Jul 08, 2021	SELL	$61.41 - $61.64 $5.4 Million - $5.42 Million	-87,946 Closed	0 $0
Q1 2021 Jun 17, 2021	SELL	$61.49 - $61.63 $498,191 - $499,326	-8,102 Reduced 8.44%	87,946 $5.41 Million
Q4 2020 May 19, 2021	BUY	$61.6 - $62.06 $5.8 Million - $5.84 Million	94,153 Added 4968.5%	96,048 $94,000
Q2 2020 Sep 07, 2021	BUY	$62.08 - $62.28 $117,641 - $118,020	1,895 New	1,895 $117,000
Q2 2019 Sep 07, 2021	SELL	N/A	-8,234 Closed	0 $0
Q1 2019 Sep 07, 2021	SELL	N/A	-614 Reduced 6.94%	8,234 $497,000
Q4 2018 Sep 07, 2021	BUY	N/A	8,848 New	8,848 $531,000
Q2 2018 Sep 07, 2021	SELL	N/A	-356 Closed	0 $0
Q1 2018 Sep 07, 2021	BUY	N/A	286 Added 408.57%	356 $21,000
Q4 2017 Sep 07, 2021	BUY	N/A	70	70 $4,000

Others Institutions Holding VGSH

# of Institutions

913

Shares Held

231M

Call Options Held

21.5K

Put Options Held

32.6K

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Ticker VGSH
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