Geneos Wealth Management Inc. OAKTREE SPECIALTY LENDING CO Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025
Number of Shares
5,869
Previous 6,127 4.21%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 18, 2025
SELL
N/A
-258 Reduced 4.21%
5,869 $0
Q1 2025

May 07, 2025
BUY
N/A
66 Added 1.09%
6,127 $0
Q4 2024

Jan 21, 2025
BUY
N/A
6,061 New
6,061 $0
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