Geneos Wealth Management Inc. Renaissance Cap Greenwich Fds Transaction History

Geneos Wealth Management Inc.

$3.77 Billion
Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Renaissance Cap Greenwich Fds stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 37,503 shares of IPO stock, worth $1.66 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

37,503

Holding current value

$1.66 Million

% of portfolio

0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$44.11 - $53.82 $1.65 Million - $2.02 Million	37,503 New	37,503 $1.86 Million
Q2 2022 Jul 22, 2022	SELL	$27.18 - $46.09 $10,872 - $18,436	-400 Reduced 55.94%	315 $0
Q1 2021 Jun 17, 2021	SELL	$59.15 - $76.13 $42,824 - $55,118	-724 Reduced 50.31%	715 $44,000
Q4 2020 May 19, 2021	BUY	$50.68 - $69.79 $57,724 - $79,490	1,139 Added 379.67%	1,439 $88,000
Q3 2019 Sep 07, 2021	SELL	$27.95 - $30.91 $8,385 - $9,273	-300 Reduced 50.0%	300 $8,000

Q3 2018 Sep 07, 2021	SELL	N/A	-500 Reduced 45.45%	600 $18,000
Q2 2017 Sep 07, 2021	BUY	N/A	1,100	1,100 $27,000

Others Institutions Holding IPO

# of Institutions

Shares Held

1.01M

Call Options Held

22.9K

Put Options Held

6.3K

View Full List

About RENAISSANCE CAP GREENWICH FDS

Ticker IPO
Sector ETFs
Industry ETFs

More about IPO

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.

Account

Geneos Wealth Management Inc. Renaissance Cap Greenwich Fds Transaction History