Geneos Wealth Management Inc. Two Rds Shared Tranfield Us Eq Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Two Rds Shared Tranfield Us Eq stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 430,379 shares of AESR stock, worth $8.71 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
430,379
Previous 381,624 12.78%
Holding current value
$8.71 Million
Previous $7.23 Million 22.49%
% of portfolio
0.24%
Previous 0.18%

Shares

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

Oct 22, 2025
BUY
$18.96 - $20.68 $924,394 - $1.01 Million
48,755 Added 12.78%
430,379 $8.86 Million
Q2 2025

Aug 18, 2025
SELL
$14.74 - $18.95 $151,335 - $194,559
-10,267 Reduced 2.62%
381,624 $7.23 Million
Q1 2025

May 21, 2025
SELL
$16.08 - $18.37 $6,367 - $7,274
-396 Reduced 0.1%
391,891 $6.46 Million
Q1 2025

May 07, 2025
SELL
$16.08 - $18.37 $461,286 - $526,980
-28,687 Reduced 6.81%
392,287 $6.47 Million
Q4 2024

Jan 21, 2025
SELL
$16.85 - $18.09 $36,446 - $39,128
-2,163 Reduced 0.51%
420,974 $7.27 Million
Q3 2024

Nov 14, 2024
SELL
$15.26 - $16.99 $104,759 - $116,636
-6,865 Reduced 1.6%
423,137 $7.19 Million
Q2 2024

Jul 23, 2024
BUY
$14.59 - $16.49 $110,811 - $125,241
7,595 Added 1.8%
430,002 $7.03 Million
Q1 2024

May 03, 2024
BUY
$13.42 - $15.59 $231,629 - $269,083
17,260 Added 4.26%
422,407 $6.58 Million
Q4 2023

Jan 26, 2024
SELL
$11.61 - $13.9 $10,112 - $12,106
-871 Reduced 0.21%
405,147 $5.6 Million
Q3 2023

Oct 11, 2023
BUY
$12.12 - $13.2 $519,535 - $565,831
42,866 Added 11.8%
406,018 $4.96 Million
Q2 2023

Aug 08, 2023
BUY
$11.91 - $12.8 $192,679 - $207,078
16,178 Added 4.66%
363,152 $4.64 Million
Q1 2023

Apr 25, 2023
BUY
$11.3 - $12.02 $62,206 - $66,170
5,505 Added 1.61%
346,974 $4.17 Million
Q4 2022

Jan 30, 2023
SELL
$10.65 - $12.12 $146,735 - $166,989
-13,778 Reduced 3.88%
341,469 $3.91 Million
Q3 2022

Nov 14, 2022
SELL
$10.55 - $12.4 $305,886 - $359,525
-28,994 Reduced 7.55%
355,247 $3.75 Million
Q2 2022

Jul 22, 2022
SELL
$10.79 - $13.45 $1.72 Million - $2.14 Million
-159,075 Reduced 29.28%
384,241 $0
Q1 2022

May 16, 2022
BUY
$12.29 - $14.08 $2.99 Million - $3.43 Million
243,500 Added 81.22%
543,316 $7.3 Million
Q4 2021

Feb 09, 2022
SELL
$13.37 - $14.89 $10,241 - $11,405
-766 Reduced 0.25%
299,816 $4.19 Million
Q3 2021

Nov 09, 2021
BUY
$13.42 - $14.33 $4.03 Million - $4.31 Million
300,582 New
300,582 $4.13 Million

Others Institutions Holding AESR

# of Institutions
26
Shares Held
7.34M
Call Options Held
0
Put Options Held
0
View Full List

About TWO RDS SHARED TRANFIELD US EQ

AESR Quotes by TradingView
  • Ticker AESR
  • Sector ETFs
  • Industry ETFs
More about AESR
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