Geneos Wealth Management Inc. Series Portfolios Tr Adaptiv S Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Series Portfolios Tr Adaptiv S stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 14,756 shares of ADPV stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,756
Holding current value
$0
% of portfolio
0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
N/A
14,756 New
14,756 $0
Q1 2025

May 21, 2025
SELL
N/A
-180 Reduced 2.28%
7,728 $0
Q1 2025

May 07, 2025
BUY
N/A
1,798 Added 29.43%
7,908 $0
Q4 2024

Jan 21, 2025
BUY
N/A
6,110 New
6,110 $0

Others Institutions Holding ADPV

# of Institutions
14
Shares Held
3.09M
Call Options Held
0
Put Options Held
0
View Full List

About SERIES PORTFOLIOS TR ADAPTIV S

ADPV Quotes by TradingView
  • Ticker ADPV
More about ADPV
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