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

Geneos Wealth Management Inc.

$2.88 Billion
Q1 2025

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 $62,651. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,788

Previous 2,130 16.06%

Holding current value

$62,651

Previous $65,000 16.92%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 21, 2025	SELL	$28.66 - $31.72 $9,801 - $10,848	-342 Reduced 16.06%	1,788 $54,000
Q1 2025 May 07, 2025	BUY	$28.66 - $31.72 $9,801 - $10,848	342 Added 19.13%	2,130 $65,000
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

Shares Held

8.09M

Call Options Held

Put Options Held

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About NORTHERN LTS FD TR IV INSPIRE

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