Geneos Wealth Management Inc. Virtus Investment Partners, Inc. Transaction History

Geneos Wealth Management Inc.

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 30, 2023	BUY	$147.75 - $202.23 $886 - $1,213	6 New	6 $1,000
Q2 2022 Jul 22, 2022	SELL	$165.43 - $239.73 $496 - $719	-3 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$206.05 - $296.5 $618 - $889	3 New	3 $0
Q1 2020 Sep 07, 2021	SELL	$57.32 - $138.79 $687 - $1,665	-12 Closed	0 $0
Q1 2019 Sep 07, 2021	BUY	$79.23 - $107.68 $950 - $1,292	12 New	12 $1,000
Q4 2018 Sep 07, 2021	SELL	$70.48 - $115.55 $845 - $1,386	-12 Closed	0 $0
Q1 2018 Sep 07, 2021	SELL	$114.85 - $134.3 $344 - $402	-3 Reduced 20.0%	12 $1,000
Q2 2017 Sep 07, 2021	SELL	N/A	-4 Reduced 21.05%	15 $1,000
Q3 2016 Sep 07, 2021	BUY	N/A	19	19 $1,000

235

5.53M

Ticker VRTS
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 7,275,340
Market Cap $1.7B
Description
Virtus Investment Partners, Inc. is a publicly owned investment manager. The firm primarily provides its services to individual and institutional clients. It launches separate client focused equity and fixed income portfolios. The firm launches equity, fixed income, and balanced mutual funds for its clients. It invests in the public equity, fixe...

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