Geneos Wealth Management Inc. ISHARES TR Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 09, 2022	SELL	N/A	-7,271 Closed	0 $0
Q3 2021 Nov 09, 2021	BUY	N/A	1,704 Added 30.61%	7,271 $179,000
Q2 2021 Jul 08, 2021	SELL	N/A	-2,630 Reduced 32.08%	5,567 $137,000
Q1 2021 Jun 17, 2021	BUY	N/A	5 Added 0.06%	8,197 $203,000
Q4 2020 May 19, 2021	BUY	N/A	2,678 Added 48.57%	8,192 $137,000
Q3 2020 Sep 07, 2021	SELL	N/A	-523 Reduced 8.66%	5,514 $138,000
Q2 2020 Sep 07, 2021	BUY	N/A	25 Added 0.42%	6,037 $151,000
Q1 2020 Sep 07, 2021	BUY	N/A	4,017 Added 201.35%	6,012 $147,000
Q3 2019 Sep 07, 2021	SELL	N/A	-1,585 Reduced 44.27%	1,995 $49,000
Q2 2019 Sep 07, 2021	BUY	N/A	45 Added 1.27%	3,580 $89,000
Q1 2019 Sep 07, 2021	BUY	N/A	1,835 Added 107.94%	3,535 $87,000
Q3 2018 Sep 07, 2021	BUY	N/A	1,200 Added 240.0%	1,700 $41,000
Q2 2018 Sep 07, 2021	SELL	N/A	-1,200 Reduced 70.59%	500 $12,000
Q1 2018 Sep 07, 2021	SELL	N/A	-600 Reduced 26.09%	1,700 $41,000
Q3 2017 Sep 07, 2021	BUY	N/A	600 Added 35.29%	2,300 $57,000
Q2 2017 Sep 07, 2021	BUY	N/A	1,700	1,700 $42,000

Track This Portfolio

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.