Geneos Wealth Management Inc. Northern Lts Fd Tr Iv Inspire Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,788 shares of WWJD stock, worth $54,909. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,788
Previous 1,788 -0.0%
Holding current value
$54,909
Previous $57,000 10.53%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
BUY
$28.85 - $31.24 $2,625 - $2,842
91 Added 5.36%
1,788 $52,000
Q4 2023

Jan 26, 2024
SELL
$25.16 - $29.63 $30,116 - $35,467
-1,197 Reduced 41.36%
1,697 $50,000
Q2 2023

Aug 08, 2023
BUY
$27.03 - $28.67 $32,354 - $34,317
1,197 Added 70.54%
2,894 $80,000
Q1 2023

Apr 25, 2023
SELL
$26.08 - $28.62 $1,408 - $1,545
-54 Reduced 3.08%
1,697 $46,000
Q4 2022

Jan 30, 2023
BUY
$22.0 - $26.75 $4,136 - $5,029
188 Added 12.03%
1,751 $45,000
Q3 2022

Nov 14, 2022
BUY
$22.04 - $26.81 $8,727 - $10,616
396 Added 33.93%
1,563 $34,000
Q2 2022

Jul 22, 2022
SELL
$24.88 - $29.98 $4,229 - $5,096
-170 Reduced 12.72%
1,167 $0
Q1 2022

May 16, 2022
BUY
$27.26 - $31.68 $13,875 - $16,125
509 Added 61.47%
1,337 $39,000
Q4 2021

Feb 09, 2022
BUY
$29.95 - $35.88 $3,324 - $3,982
111 Added 15.48%
828 $25,000
Q3 2021

Nov 09, 2021
BUY
$33.55 - $36.05 $24,055 - $25,847
717 New
717 $24,000

Others Institutions Holding WWJD

# of Institutions
83
Shares Held
8.15M
Call Options Held
0
Put Options Held
0
View Full List

About NORTHERN LTS FD TR IV INSPIRE

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