Geneos Wealth Management Inc. SEI EXCHANGE TRADED FUNDS Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025
Number of Shares
24,477
Previous 23,716 3.21%
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
761 Added 3.21%
24,477 $0
Q1 2025

May 21, 2025
SELL
N/A
-3,119 Reduced 11.62%
23,716 $0
Q1 2025

May 07, 2025
BUY
N/A
4,650 Added 20.96%
26,835 $0
Q4 2024

Jan 21, 2025
BUY
N/A
22,185 New
22,185 $0
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