Geneos Wealth Management Inc. PEAKSTONE REALTY TRUST Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025
Number of Shares
5,381
Previous 4,461 20.62%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
BUY
N/A
920 Added 20.62%
5,381 $0
Q1 2025

May 21, 2025
SELL
N/A
-2,919 Reduced 39.55%
4,461 $0
Q1 2025

May 07, 2025
BUY
N/A
1,345 Added 22.29%
7,380 $0
Q4 2024

Jan 21, 2025
BUY
N/A
6,035 New
6,035 $0
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