Geneos Wealth Management Inc. Global X Fds S&P 500 Covered C Transaction History

Geneos Wealth Management Inc.

$2.77 Billion
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 08, 2023	SELL	$39.92 - $41.31 $489,459 - $506,501	-12,261 Reduced 78.07%	3,445 $141,000
Q1 2023 Apr 25, 2023	BUY	$39.28 - $41.01 $95,882 - $100,105	2,441 Added 18.4%	15,706 $636,000
Q4 2022 Jan 30, 2023	BUY	$38.18 - $40.63 $368,131 - $391,754	9,642 Added 266.13%	13,265 $522,000
Q3 2022 Nov 14, 2022	SELL	$38.11 - $44.05 $3,391 - $3,920	-89 Reduced 2.4%	3,623 $138,000
Q2 2022 Jul 22, 2022	SELL	$42.23 - $49.77 $12,162 - $14,333	-288 Reduced 7.2%	3,712 $0
Q1 2022 May 16, 2022	BUY	$46.77 - $50.78 $120,526 - $130,860	2,577 Added 181.1%	4,000 $198,000
Q4 2021 Feb 09, 2022	BUY	$48.51 - $51.13 $10,720 - $11,299	221 Added 18.39%	1,423 $71,000
Q3 2021 Nov 09, 2021	BUY	$48.05 - $50.04 $57,756 - $60,148	1,202 New	1,202 $58,000

Others Institutions Holding XYLD

# of Institutions

233

Shares Held

26.8M

Call Options Held

29.5K

Put Options Held

14.9K

About GLOBAL X FDS S&P 500 COVERED C

Ticker XYLD
Sector ETFs
Industry ETFs

More about XYLD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.