Geneos Wealth Management Inc. SPDR INDEX SHS FDS Transaction History

Geneos Wealth Management Inc.

  • $2.6 Billion
  • Q3 2024
Number of Shares
783
Previous 1,114 29.71%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
N/A
-331 Reduced 29.71%
783 $0
Q2 2024

Jul 23, 2024
SELL
N/A
-153 Reduced 12.08%
1,114 $0
Q4 2023

Jan 26, 2024
SELL
N/A
-290 Reduced 18.63%
1,267 $0
Q3 2023

Oct 11, 2023
BUY
N/A
18 Added 1.17%
1,557 $0
Q2 2023

Aug 08, 2023
BUY
N/A
20 Added 1.32%
1,539 $0
Q1 2023

Apr 25, 2023
BUY
N/A
1,202 Added 379.18%
1,519 $0
Q4 2022

Jan 30, 2023
SELL
N/A
-668 Reduced 67.82%
317 $0
Q3 2021

Nov 09, 2021
SELL
N/A
-70 Reduced 6.64%
985 $66,000
Q2 2020

Sep 07, 2021
SELL
N/A
-150 Reduced 12.45%
1,055 $55,000
Q1 2020

Sep 07, 2021
SELL
N/A
-877 Reduced 42.12%
1,205 $55,000
Q4 2019

Sep 07, 2021
SELL
N/A
-351 Reduced 14.43%
2,082 $127,000
Q3 2019

Sep 07, 2021
BUY
N/A
633 Added 35.17%
2,433 $138,000
Q2 2019

Sep 07, 2021
BUY
N/A
175 Added 10.77%
1,800 $106,000
Q1 2019

Sep 07, 2021
BUY
N/A
126 Added 8.41%
1,625 $96,000
Q4 2018

Sep 07, 2021
BUY
N/A
114 Added 8.23%
1,499 $81,000
Q3 2018

Sep 07, 2021
BUY
N/A
1,385 New
1,385 $82,000
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