A detailed history of Geneos Wealth Management Inc. transactions in Oxford Lane Capital Corp. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 494,403 shares of OXLC stock, worth $2.64 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
494,403
Previous 165,850 198.1%
Holding current value
$2.64 Million
Previous $842,000 218.17%
% of portfolio
0.12%
Previous 0.04%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

BUY
$4.96 - $5.69 $1.63 Million - $1.87 Million
328,553 Added 198.1%
494,403 $2.68 Million
Q1 2024

May 03, 2024

BUY
$4.97 - $5.39 $165,252 - $179,217
33,250 Added 25.08%
165,850 $842,000
Q4 2023

Jan 26, 2024

BUY
$4.46 - $5.12 $55,750 - $64,000
12,500 Added 10.41%
132,600 $655,000
Q3 2023

Oct 11, 2023

BUY
$4.85 - $5.65 $31,524 - $36,725
6,500 Added 5.72%
120,100 $599,000
Q2 2023

Aug 08, 2023

BUY
$4.8 - $5.32 $108,480 - $120,232
22,600 Added 24.84%
113,600 $549,000
Q1 2023

Apr 25, 2023

BUY
$5.04 - $6.21 $100,800 - $124,200
20,000 Added 28.17%
91,000 $475,000
Q4 2022

Jan 30, 2023

BUY
$4.9 - $5.61 $93,100 - $106,590
19,000 Added 36.54%
71,000 $359,000
Q3 2022

Nov 14, 2022

SELL
$4.84 - $24.41 $38,850 - $195,939
-8,027 Reduced 13.37%
52,000 $268,000
Q1 2022

May 16, 2022

BUY
$7.0 - $8.39 $280,000 - $335,600
40,000 Added 199.73%
60,027 $434,000
Q4 2020

May 19, 2021

BUY
$4.24 - $6.02 $34,034 - $48,322
8,027 Added 66.89%
20,027 $125,000
Q3 2020

Sep 07, 2021

BUY
$4.02 - $4.65 $18,089 - $20,925
4,500 Added 60.0%
12,000 $50,000
Q1 2020

Sep 07, 2021

SELL
$2.41 - $9.56 $482 - $1,912
-200 Reduced 2.6%
7,500 $36,000
Q4 2019

Sep 07, 2021

BUY
$8.05 - $9.76 $44,275 - $53,680
5,500 Added 250.0%
7,700 $62,000
Q3 2019

Sep 07, 2021

BUY
$9.25 - $10.78 $1,850 - $2,156
200 Added 10.0%
2,200 $20,000
Q1 2018

Sep 07, 2021

BUY
$9.45 - $10.49 $18,900 - $20,980
2,000 New
2,000 $20,000

Others Institutions Holding OXLC

About Oxford Lane Capital Corp.


  • Ticker OXLC
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Oxford Lane Capital Corp. is a close ended fund launched and managed by Oxford Lane Management LLC. It invests in fixed income securities. The fund primarily invests in securitization vehicles which in turn invest in senior secured loans made to companies whose debt is rated below investment grade or is unrated. Oxford Lane Capital Corp was form...
More about OXLC
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