Geneos Wealth Management Inc. Alps ETF Tr Clean Energy ETF Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Alps ETF Tr Clean Energy ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 245 shares of ACES stock, worth $5,728. This represents 0.0% of its overall portfolio holdings.

Number of Shares
245
Previous 245 -0.0%
Holding current value
$5,728
Previous $7,000 14.29%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 25, 2023
SELL
$42.88 - $54.21 $2,144 - $2,710
-50 Reduced 16.95%
245 $11,000
Q3 2021

Nov 09, 2021
BUY
$65.61 - $75.33 $3,280 - $3,766
50 Added 20.41%
295 $19,000
Q2 2021

Jul 08, 2021
BUY
$61.84 - $78.24 $15,150 - $19,168
245 New
245 $18,000
Q4 2020

May 19, 2021
SELL
$55.21 - $80.15 $27,328 - $39,674
-495 Closed
0 $0
Q3 2020

Sep 07, 2021
BUY
$39.33 - $55.43 $39 - $55
1 Added 0.2%
495 $25,000
Q2 2020

Sep 07, 2021
BUY
$26.65 - $39.82 $53 - $79
2 Added 0.41%
494 $18,000
Q1 2020

Sep 07, 2021
BUY
$24.46 - $43.52 $12,034 - $21,411
492 New
492 $13,000

Others Institutions Holding ACES

# of Institutions
48
Shares Held
2.35M
Call Options Held
0
Put Options Held
0
View Full List

About ALPS ETF TR CLEAN ENERGY ETF

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