Number of Shares
158
Previous 158 -0.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 26, 2024

BUY
N/A
1 Added 0.64%
158 $0
Q3 2023

Oct 11, 2023

SELL
N/A
-1 Reduced 0.63%
157 $0
Q3 2022

Nov 14, 2022

BUY
N/A
23 Added 17.04%
158 $4,000
Q2 2022

Jul 22, 2022

BUY
N/A
70 Added 107.69%
135 $0
Q1 2022

May 16, 2022

BUY
N/A
65 New
65 $1,000
Q2 2021

Jul 08, 2021

SELL
N/A
-4,566 Closed
0 $0
Q1 2021

Jun 17, 2021

BUY
N/A
4,566 New
4,566 $299,000
Q4 2020

May 19, 2021

SELL
N/A
-17 Closed
0 $0
Q3 2020

Sep 07, 2021

BUY
N/A
17 New
17 $1,000
Q4 2018

Sep 07, 2021

SELL
N/A
-200 Closed
0 $0
Q2 2016

Sep 07, 2021

SELL
N/A
-13,221 Reduced 98.51%
200 $4,000
Q1 2016

Sep 07, 2021

BUY
N/A
13,421
13,421 $206,000
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.