A detailed history of Geneos Wealth Management Inc. transactions in Lazard LTD stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 286 shares of LAZ stock, worth $17,062. This represents 0.0% of its overall portfolio holdings.

Number of Shares
286
Holding current value
$17,062
% of portfolio
0.0%

Shares

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

Nov 14, 2024

BUY
$38.76 - $51.03 $11,085 - $14,594
286 New
286 $14,000
Q4 2023

Jan 26, 2024

SELL
$26.4 - $35.21 $5,280 - $7,042
-200 Reduced 19.12%
846 $29,000
Q3 2023

Oct 11, 2023

BUY
$30.35 - $36.41 $1,821 - $2,184
60 Added 6.09%
1,046 $32,000
Q2 2023

Aug 08, 2023

BUY
$28.15 - $35.25 $5,630 - $7,050
200 Added 25.45%
986 $31,000
Q1 2023

Apr 25, 2023

SELL
$32.2 - $41.16 $6,440 - $8,232
-200 Reduced 20.28%
786 $26,000
Q4 2022

Jan 30, 2023

SELL
$31.65 - $38.84 $19,686 - $24,158
-622 Reduced 38.68%
986 $34,000
Q3 2022

Nov 14, 2022

BUY
$31.83 - $39.66 $254 - $317
8 Added 0.5%
1,608 $51,000
Q2 2022

Jul 22, 2022

BUY
$31.06 - $36.47 $248 - $291
8 Added 0.5%
1,600 $51,000
Q1 2022

May 16, 2022

BUY
$32.17 - $46.39 $289 - $417
9 Added 0.57%
1,592 $54,000
Q4 2021

Feb 09, 2022

BUY
$41.73 - $52.97 $8,596 - $10,911
206 Added 14.96%
1,583 $69,000
Q3 2021

Nov 09, 2021

BUY
$43.06 - $48.76 $258 - $292
6 Added 0.44%
1,377 $65,000
Q2 2021

Jul 08, 2021

BUY
$43.5 - $48.18 $217 - $240
5 Added 0.37%
1,371 $63,000
Q1 2021

Jun 17, 2021

SELL
$38.69 - $46.81 $3,869 - $4,681
-100 Reduced 6.82%
1,366 $61,000
Q4 2020

May 19, 2021

BUY
$33.1 - $42.3 $19,198 - $24,534
580 Added 65.46%
1,466 $63,000
Q3 2020

Sep 07, 2021

SELL
$27.37 - $34.6 $8,813 - $11,141
-322 Reduced 26.66%
886 $27,000
Q1 2020

Sep 07, 2021

SELL
$21.06 - $44.55 $2,106 - $4,455
-100 Reduced 7.65%
1,208 $29,000
Q3 2019

Sep 07, 2021

BUY
$31.96 - $38.84 $7,990 - $9,710
250 Added 23.63%
1,308 $45,000
Q2 2019

Sep 07, 2021

BUY
$31.16 - $40.5 $1,620 - $2,106
52 Added 5.17%
1,058 $36,000
Q1 2018

Sep 07, 2021

BUY
$50.77 - $59.4 $456 - $534
9 Added 0.9%
1,006 $52,000
Q3 2017

Sep 07, 2021

SELL
$40.66 - $46.71 $25,005 - $28,726
-615 Reduced 38.15%
997 $45,000
Q3 2016

Sep 07, 2021

BUY
N/A
700 Added 76.75%
1,612 $58,000
Q1 2016

Sep 07, 2021

BUY
N/A
912
912 $36,000

Others Institutions Holding LAZ

About Lazard Ltd


  • Ticker LAZ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 92,754,304
  • Market Cap $5.53B
  • Description
  • Lazard Ltd, together with its subsidiaries, operates as a financial advisory and asset management firm in North America, Europe, Asia, Australia, and Central and South America. It operates in two segments, Financial Advisory and Asset Management. The Financial Advisory segment offers various financial advisory services regarding mergers and acqu...
More about LAZ
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.