Geneos Wealth Management Inc. ALLIANZGI EQUITY CONV INCO Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2020

May 19, 2021
SELL
N/A
-1,910 Closed
0 $0
Q3 2019

Sep 07, 2021
SELL
N/A
-500 Reduced 20.75%
1,910 $41,000
Q2 2019

Sep 07, 2021
BUY
N/A
175 Added 7.83%
2,410 $52,000
Q4 2018

Sep 07, 2021
SELL
N/A
-271 Reduced 10.81%
2,235 $41,000
Q1 2018

Sep 07, 2021
SELL
N/A
-120 Reduced 4.57%
2,506 $51,000
Q4 2017

Sep 07, 2021
BUY
N/A
100 Added 3.96%
2,626 $55,000
Q2 2016

Sep 07, 2021
BUY
N/A
280 Added 12.47%
2,526 $46,000
Q1 2016

Sep 07, 2021
BUY
N/A
2,246
2,246 $40,000
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