Geneos Wealth Management Inc. Northern Lts Fd Tr Iv Main The Transaction History

Geneos Wealth Management Inc.

$2.88 Billion
Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in Northern Lts Fd Tr Iv Main The stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 691 shares of TMAT stock, worth $17,074. This represents 0.0% of its overall portfolio holdings.

Number of Shares

691

Previous 691 -0.0%

Holding current value

$17,074

Previous $12,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$17.68 - $23.34 $178,072 - $235,080	-10,072 Reduced 93.58%	691 $12,000
Q4 2024 Jan 21, 2025	BUY	$17.5 - $22.47 $180,162 - $231,328	10,295 Added 2199.79%	10,763 $224,000
Q3 2023 Oct 11, 2023	SELL	$13.26 - $16.21 $358 - $437	-27 Reduced 5.45%	468 $6,000
Q2 2023 Aug 08, 2023	BUY	$12.94 - $15.08 $349 - $407	27 Added 5.77%	495 $7,000
Q4 2021 Feb 09, 2022	BUY	$19.83 - $24.16 $9,280 - $11,306	468 New	468 $9,000
Q3 2021 Nov 09, 2021	SELL	$21.68 - $23.84 $12,509 - $13,755	-577 Closed	0 $0
Q2 2021 Jul 08, 2021	BUY	$21.34 - $24.57 $12,313 - $14,176	577 New	577 $13,000

Others Institutions Holding TMAT

# of Institutions

Shares Held

7.28M

Call Options Held

Put Options Held

View Full List

About NORTHERN LTS FD TR IV MAIN THE

Ticker TMAT
Sector ETFs
Industry ETFs

More about TMAT

Track This Portfolio

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.

Account

Geneos Wealth Management Inc. Northern Lts Fd Tr Iv Main The Transaction History