Geneos Wealth Management Inc. Vanguard Total World Stk Index Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,227 shares of VT stock, worth $170,847. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,227
Previous 1,521 19.33%
Holding current value
$170,847
Previous $195,000 13.33%
% of portfolio
0.0%
Previous 0.0%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
SELL
$128.41 - $138.03 $37,752 - $40,580
-294 Reduced 19.33%
1,227 $169,000
Q2 2025

Aug 18, 2025
BUY
$103.16 - $128.52 $30,329 - $37,784
294 Added 23.96%
1,521 $195,000
Q1 2024

May 03, 2024
SELL
$100.68 - $110.5 $21,948 - $24,089
-218 Reduced 15.09%
1,227 $135,000
Q1 2023

Apr 25, 2023
SELL
$86.24 - $94.55 $2,069 - $2,269
-24 Reduced 1.63%
1,445 $133,000
Q4 2022

Jan 30, 2023
SELL
$78.67 - $91.07 $5,192 - $6,010
-66 Reduced 4.3%
1,469 $126,000
Q3 2022

Nov 14, 2022
SELL
$78.88 - $94.48 $21,770 - $26,076
-276 Reduced 15.24%
1,535 $121,000
Q1 2022

May 16, 2022
SELL
$93.8 - $108.09 $2,063 - $2,377
-22 Reduced 1.2%
1,811 $183,000
Q4 2021

Feb 09, 2022
SELL
$101.45 - $109.23 $1,420 - $1,529
-14 Reduced 0.76%
1,833 $196,000
Q2 2021

Jul 08, 2021
SELL
$98.57 - $104.51 $1.7 Million - $1.8 Million
-17,197 Reduced 90.3%
1,847 $192,000
Q1 2021

Jun 17, 2021
SELL
$92.05 - $98.71 $89,380 - $95,847
-971 Reduced 4.85%
19,044 $1.93 Million
Q4 2020

May 19, 2021
BUY
$78.99 - $92.58 $1.41 Million - $1.66 Million
17,907 Added 849.48%
20,015 $177,000
Q3 2019

Sep 07, 2021
SELL
$74.55 - $76.17 $74 - $76
-1 Reduced 0.05%
2,108 $157,000
Q2 2019

Sep 07, 2021
SELL
N/A
-220 Reduced 9.45%
2,109 $158,000
Q1 2019

Sep 07, 2021
BUY
N/A
15 Added 0.65%
2,329 $170,000
Q4 2018

Sep 07, 2021
SELL
N/A
-341 Reduced 12.84%
2,314 $150,000
Q3 2018

Sep 07, 2021
BUY
N/A
546 Added 25.89%
2,655 $201,000
Q2 2018

Sep 07, 2021
SELL
N/A
-94 Reduced 4.27%
2,109 $154,000
Q1 2018

Sep 07, 2021
SELL
N/A
-117 Reduced 5.04%
2,203 $162,000
Q4 2017

Sep 07, 2021
BUY
N/A
1,435 Added 162.15%
2,320 $172,000
Q3 2017

Sep 07, 2021
BUY
N/A
110 Added 14.19%
885 $62,000
Q2 2017

Sep 07, 2021
BUY
N/A
41 Added 5.59%
775 $52,000
Q4 2016

Sep 07, 2021
BUY
N/A
85 Added 13.1%
734 $44,000
Q1 2016

Sep 07, 2021
BUY
N/A
649
649 $37,000

Others Institutions Holding VT

# of Institutions
1,218
Shares Held
118M
Call Options Held
251K
Put Options Held
94.8K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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