Geneos Wealth Management Inc. Pacer Fds Tr Trendpilot Us Mid Transaction History

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in Pacer Fds Tr Trendpilot Us Mid stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 48,398 shares of PTMC stock, worth $1.68 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
48,398
Previous 71,188 32.01%
Holding current value
$1.68 Million
Previous $2.46 Million 32.03%
% of portfolio
0.06%
Previous 0.07%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 21, 2025
SELL
$34.5 - $38.9 $786,255 - $886,531
-22,790 Reduced 32.01%
48,398 $1.67 Million
Q1 2025

May 07, 2025
BUY
$34.5 - $38.9 $853,185 - $961,997
24,730 Added 53.23%
71,188 $2.46 Million
Q4 2024

Jan 21, 2025
BUY
$36.74 - $40.43 $414,353 - $455,969
11,278 Added 32.06%
46,458 $1.71 Million
Q3 2024

Nov 14, 2024
BUY
$34.06 - $37.17 $83,378 - $90,992
2,448 Added 7.48%
35,180 $1.31 Million
Q2 2024

Jul 23, 2024
BUY
$33.44 - $36.04 $55,811 - $60,150
1,669 Added 5.37%
32,732 $1.14 Million
Q1 2024

May 03, 2024
BUY
$31.78 - $36.03 $94,958 - $107,657
2,988 Added 10.64%
31,063 $1.12 Million
Q4 2023

Jan 26, 2024
BUY
$30.5 - $33.81 $56,852 - $63,021
1,864 Added 7.11%
28,075 $922,000
Q3 2023

Oct 11, 2023
BUY
$31.07 - $34.25 $19,045 - $20,995
613 Added 2.39%
26,211 $826,000
Q2 2023

Aug 08, 2023
BUY
$31.22 - $32.94 $114,140 - $120,428
3,656 Added 16.66%
25,598 $843,000
Q1 2023

Apr 25, 2023
BUY
$30.59 - $35.04 $509,445 - $583,556
16,654 Added 314.94%
21,942 $696,000
Q4 2022

Jan 30, 2023
BUY
$30.73 - $33.28 $21,142 - $22,896
688 Added 14.96%
5,288 $165,000
Q3 2022

Nov 14, 2022
SELL
$32.06 - $34.56 $16,991 - $18,316
-530 Reduced 10.33%
4,600 $147,000
Q2 2022

Jul 22, 2022
SELL
$34.48 - $34.6 $27,583 - $27,680
-800 Reduced 13.49%
5,130 $0
Q1 2022

May 16, 2022
SELL
$34.49 - $36.72 $76,222 - $81,151
-2,210 Reduced 27.15%
5,930 $204,000
Q4 2021

Feb 09, 2022
SELL
$35.28 - $37.06 $8,290 - $8,709
-235 Reduced 2.81%
8,140 $297,000
Q2 2021

Jul 08, 2021
SELL
$34.83 - $35.96 $445,998 - $460,467
-12,805 Reduced 60.46%
8,375 $297,000
Q4 2020

May 19, 2021
BUY
$27.6 - $32.73 $249,007 - $295,290
9,022 Added 74.21%
21,180 $298,000
Q3 2020

Sep 07, 2021
SELL
$26.28 - $28.84 $6,780 - $7,440
-258 Reduced 2.08%
12,158 $323,000
Q2 2020

Sep 07, 2021
SELL
$26.37 - $28.38 $26,923 - $28,975
-1,021 Reduced 7.6%
12,416 $339,000
Q1 2020

Sep 07, 2021
BUY
$27.13 - $31.39 $129,789 - $150,169
4,784 Added 55.29%
13,437 $380,000
Q4 2019

Sep 07, 2021
BUY
$28.05 - $31.18 $195,873 - $217,729
6,983 Added 418.14%
8,653 $265,000
Q2 2019

Sep 07, 2021
SELL
N/A
-709 Reduced 29.8%
1,670 $48,000
Q1 2019

Sep 07, 2021
BUY
N/A
2,379 New
2,379 $72,000

Others Institutions Holding PTMC

# of Institutions
77
Shares Held
8.01M
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR TRENDPILOT US MID

PTMC Quotes by TradingView
  • Ticker PTMC
  • Sector ETFs
  • Industry ETFs
More about PTMC
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.

Choose your preferred platform and Sign Up 👇 Telegram Email