Geneos Wealth Management Inc. Ubs Ag Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Ubs Ag stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 240 shares of BDCZ stock, worth $4,212. This represents 0.0% of its overall portfolio holdings.

Number of Shares
240
Previous 240 -0.0%
Holding current value
$4,212
Previous $4,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 25, 2023
BUY
$16.07 - $17.97 $3,856 - $4,312
240 New
240 $4,000
Q4 2020

May 19, 2021
SELL
$13.23 - $16.52 $2,646 - $3,304
-200 Closed
0 $0
Q3 2020

Sep 07, 2021
BUY
$13.22 - $14.66 $2,644 - $2,932
200 New
200 $2,000

Others Institutions Holding BDCZ

# of Institutions
12
Shares Held
145K
Call Options Held
0
Put Options Held
0
View Full List

About UBS AG

BDCZ Quotes by TradingView
  • Ticker BDCZ
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about BDCZ
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.

Choose your preferred platform and Sign Up 👇 Telegram Email