Geneos Wealth Management Inc. FLAHERTY CRUMRINE DYNAMIC Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025
Number of Shares
855
Previous 855 -0.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022
SELL
N/A
-945 Reduced 52.5%
855 $16,000
Q1 2022

May 16, 2022
SELL
N/A
-165 Reduced 8.4%
1,800 $46,000
Q3 2021

Nov 09, 2021
SELL
N/A
-322 Reduced 14.08%
1,965 $56,000
Q2 2021

Jul 08, 2021
SELL
N/A
-323 Reduced 12.38%
2,287 $67,000
Q4 2019

Sep 07, 2021
BUY
N/A
165 Added 6.75%
2,610 $68,000
Q3 2018

Sep 07, 2021
BUY
N/A
2,025 Added 482.14%
2,445 $56,000
Q2 2018

Sep 07, 2021
BUY
N/A
420 New
420 $9,000
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