Geneos Wealth Management Inc. FLAHERTY CRUMRINE DYNAMIC Transaction History

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 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
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