A detailed history of Geneos Wealth Management Inc. transactions in Zions Bancorporation, National Association stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 6,038 shares of ZION stock, worth $322,066. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,038
Previous 5,796 4.18%
Holding current value
$322,066
Previous $251,000 13.55%
% of portfolio
0.01%
Previous 0.01%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$42.49 - $52.53 $10,282 - $12,712
242 Added 4.18%
6,038 $285,000
Q2 2024

Jul 23, 2024

SELL
$39.24 - $45.1 $40,338 - $46,362
-1,028 Reduced 15.06%
5,796 $251,000
Q1 2024

May 03, 2024

SELL
$38.08 - $44.93 $19,040 - $22,465
-500 Reduced 6.83%
6,824 $296,000
Q4 2023

Jan 26, 2024

BUY
$29.45 - $45.67 $382 - $593
13 Added 0.18%
7,324 $321,000
Q3 2023

Oct 11, 2023

BUY
$27.78 - $38.69 $99,230 - $138,200
3,572 Added 95.53%
7,311 $255,000
Q2 2023

Aug 08, 2023

BUY
$19.93 - $32.72 $28,898 - $47,444
1,450 Added 63.35%
3,739 $100,000
Q3 2022

Nov 14, 2022

BUY
$20.08 - $58.97 $17,429 - $51,185
868 Added 61.08%
2,289 $116,000
Q2 2022

Jul 22, 2022

BUY
$50.84 - $65.53 $50 - $65
1 Added 0.07%
1,421 $72,000
Q1 2022

May 16, 2022

BUY
$61.75 - $74.31 $61 - $74
1 Added 0.07%
1,420 $93,000
Q4 2021

Feb 09, 2022

BUY
$59.4 - $67.61 $59 - $67
1 Added 0.07%
1,419 $89,000
Q3 2021

Nov 09, 2021

SELL
$47.7 - $63.74 $3,482 - $4,653
-73 Reduced 4.9%
1,418 $90,000
Q2 2021

Jul 08, 2021

SELL
$50.3 - $60.27 $6,287 - $7,533
-125 Reduced 7.74%
1,491 $79,000
Q4 2020

May 19, 2021

SELL
$29.12 - $44.02 $13,016 - $19,676
-447 Reduced 21.67%
1,616 $90,000
Q3 2020

Sep 07, 2021

SELL
$28.22 - $35.39 $1,580 - $1,981
-56 Reduced 2.64%
2,063 $58,000
Q2 2020

Sep 07, 2021

BUY
$24.68 - $40.57 $49 - $81
2 Added 0.09%
2,119 $68,000
Q1 2020

Sep 07, 2021

BUY
$24.08 - $52.44 $48 - $104
2 Added 0.09%
2,117 $58,000
Q4 2019

Sep 07, 2021

SELL
$42.21 - $51.92 $4,178 - $5,140
-99 Reduced 4.47%
2,115 $108,000
Q3 2019

Sep 07, 2021

BUY
$39.2 - $46.38 $78 - $92
2 Added 0.09%
2,214 $98,000
Q2 2019

Sep 07, 2021

SELL
$43.07 - $50.05 $17,141 - $19,919
-398 Reduced 15.25%
2,212 $101,000
Q1 2019

Sep 07, 2021

BUY
$41.35 - $51.28 $41 - $51
1 Added 0.04%
2,610 $118,000
Q4 2018

Sep 07, 2021

BUY
$38.51 - $52.09 $12,361 - $16,720
321 Added 14.03%
2,609 $105,000
Q3 2018

Sep 07, 2021

BUY
$50.15 - $54.22 $50 - $54
1 Added 0.04%
2,288 $114,000
Q2 2018

Sep 07, 2021

BUY
$51.37 - $58.54 $51 - $58
1 Added 0.04%
2,287 $120,000
Q1 2018

Sep 07, 2021

BUY
$50.62 - $57.04 $20,298 - $22,873
401 Added 21.27%
2,286 $120,000
Q4 2017

Sep 07, 2021

SELL
$43.93 - $51.74 $13,135 - $15,470
-299 Reduced 13.69%
1,885 $95,000
Q3 2017

Sep 07, 2021

BUY
$41.33 - $47.18 $18,598 - $21,231
450 Added 25.95%
2,184 $103,000
Q2 2017

Sep 07, 2021

SELL
N/A
-878 Reduced 33.61%
1,734 $76,000
Q1 2017

Sep 07, 2021

BUY
N/A
561 Added 27.35%
2,612 $109,000
Q4 2016

Sep 07, 2021

BUY
N/A
419 Added 25.67%
2,051 $88,000
Q2 2016

Sep 07, 2021

BUY
N/A
1 Added 0.06%
1,632 $40,000
Q1 2016

Sep 07, 2021

BUY
N/A
1,631
1,631 $39,000

Others Institutions Holding ZION

About ZIONS BANCORPORATION, NATIONAL ASSOCIATION


  • Ticker ZION
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 149,611,008
  • Market Cap $7.98B
  • Description
  • Zions Bancorporation, National Association provides various banking and related services primarily in the states of Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming. The company offers corporate banking services; commercial banking, including a focus on small- and medium-sized businesses; com...
More about ZION
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

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.