A detailed history of Geneos Wealth Management Inc. transactions in Pacer Fds Tr Trendpilot Intl E stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,423 shares of PTIN stock, worth $41,153. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,423
Previous 34,861 95.92%
Holding current value
$41,153
Previous $960,000 95.73%
% of portfolio
0.0%
Previous 0.05%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

SELL
$26.53 - $29.26 $887,110 - $978,395
-33,438 Reduced 95.92%
1,423 $41,000
Q4 2023

Jan 26, 2024

BUY
$24.8 - $28.01 $67,084 - $75,767
2,705 Added 8.41%
34,861 $960,000
Q3 2023

Oct 11, 2023

BUY
$25.86 - $28.08 $24,308 - $26,395
940 Added 3.01%
32,156 $838,000
Q2 2023

Aug 08, 2023

BUY
$26.08 - $27.72 $101,477 - $107,858
3,891 Added 14.24%
31,216 $856,000
Q1 2023

Apr 25, 2023

BUY
$24.41 - $26.86 $523,911 - $576,496
21,463 Added 366.14%
27,325 $717,000
Q4 2022

Jan 30, 2023

BUY
$24.05 - $25.23 $27,729 - $29,090
1,153 Added 24.49%
5,862 $142,000
Q3 2022

Nov 14, 2022

BUY
N/A
3,015 Added 177.98%
4,709 $114,000
Q2 2022

Jul 22, 2022

BUY
N/A
82 Added 5.09%
1,694 $0
Q1 2022

May 16, 2022

SELL
N/A
-45 Reduced 2.72%
1,612 $41,000
Q2 2021

Jul 08, 2021

BUY
N/A
45 Added 2.79%
1,657 $48,000
Q4 2020

May 19, 2021

SELL
N/A
-3,435 Reduced 68.06%
1,612 $44,000
Q3 2020

Sep 07, 2021

SELL
N/A
-251 Reduced 4.74%
5,047 $113,000
Q2 2020

Sep 07, 2021

SELL
N/A
-1,155 Reduced 17.9%
5,298 $123,000
Q1 2020

Sep 07, 2021

BUY
N/A
4,607 Added 249.57%
6,453 $151,000
Q4 2019

Sep 07, 2021

BUY
N/A
1,846 New
1,846 $49,000

Others Institutions Holding PTIN

About PACER FDS TR TRENDPILOT INTL E


  • Ticker PTIN
  • Sector ETFs
  • Industry ETFs
More about PTIN
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.