Geneos Wealth Management Inc. Pacer Fds Tr Cfra Stovall Eql Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Pacer Fds Tr Cfra Stovall Eql stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 178 shares of SZNE stock, worth $6,135. This represents 0.0% of its overall portfolio holdings.

Number of Shares
178
Previous 89 100.0%
Holding current value
$6,135
Previous $3,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
BUY
$30.24 - $35.31 $2,691 - $3,142
89 Added 100.0%
178 $6,000
Q1 2025

May 21, 2025
SELL
$34.21 - $38.47 $3,044 - $3,423
-89 Reduced 50.0%
89 $3,000
Q1 2025

May 07, 2025
SELL
$34.21 - $38.47 $9,818 - $11,040
-287 Reduced 61.72%
178 $6,000
Q3 2024

Nov 14, 2024
BUY
$36.21 - $39.42 $13,614 - $14,821
376 Added 422.47%
465 $18,000
Q3 2022

Nov 14, 2022
BUY
$31.08 - $35.74 $2,766 - $3,180
89 New
89 $2,000
Q4 2020

May 19, 2021
SELL
$26.67 - $31.87 $4,000 - $4,780
-150 Closed
0 $0
Q4 2019

Sep 07, 2021
BUY
$28.18 - $31.27 $4,227 - $4,690
150 New
150 $4,000

Others Institutions Holding SZNE

# of Institutions
19
Shares Held
310K
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR CFRA-STOVALL EQL

SZNE Quotes by TradingView
  • Ticker SZNE
  • Sector ETFs
  • Industry ETFs
More about SZNE
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