Geneos Wealth Management Inc. Spdr Ser Tr Factset Innovative Transaction History

Geneos Wealth Management Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 30, 2023	BUY	$90.19 - $107.73 $135,285 - $161,595	1,500 Added 26.22%	7,221 $723,000
Q3 2022 Nov 14, 2022	SELL	$98.68 - $125.83 $9,868 - $12,583	-100 Reduced 1.72%	5,721 $570,000
Q1 2022 May 16, 2022	BUY	$127.82 - $191.5 $153,384 - $229,800	1,200 Added 25.97%	5,821 $892,000
Q4 2020 May 19, 2021	BUY	$169.47 - $224.51 $16,947 - $22,451	100 Added 2.21%	4,621 $955,000
Q3 2020 Sep 07, 2021	BUY	$148.91 - $180.92 $224,258 - $272,465	1,506 Added 49.95%	4,521 $750,000
Q1 2020 Sep 07, 2021	BUY	$84.08 - $126.89 $253,501 - $382,573	3,015 New	3,015 $297,000

200K

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