Geneos Wealth Management Inc. Autodesk, Inc. Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in Autodesk, Inc. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,289 shares of ADSK stock, worth $562,704. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,289

Previous 3,169 27.77%

Holding current value

$562,704

Previous $784,000 28.32%

% of portfolio

0.02%

Previous 0.04%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$245.83 - $245.83 $216,330 - $216,330	-880 Reduced 27.77%	2,289 $562,000
Q2 2024 Jul 23, 2024	BUY	$199.93 - $259.44 $82,171 - $106,629	411 Added 14.9%	3,169 $784,000
Q1 2024 May 03, 2024	BUY	$227.19 - $266.68 $66,566 - $78,137	293 Added 11.89%	2,758 $718,000
Q4 2023 Jan 26, 2024	BUY	$195.15 - $245.11 $28,687 - $36,031	147 Added 6.34%	2,465 $600,000
Q3 2023 Oct 11, 2023	BUY	$198.7 - $222.2 $42,919 - $47,995	216 Added 10.28%	2,318 $479,000
Q2 2023 Aug 08, 2023	BUY	$189.9 - $221.43 $174,897 - $203,937	921 Added 77.98%	2,102 $430,000
Q1 2023 Apr 25, 2023	SELL	$182.07 - $229.28 $54,256 - $68,325	-298 Reduced 20.15%	1,181 $245,000
Q4 2022 Jan 30, 2023	SELL	$181.9 - $232.3 $28,558 - $36,471	-157 Reduced 9.6%	1,479 $276,000
Q3 2022 Nov 14, 2022	BUY	$170.95 - $234.04 $219,841 - $300,975	1,286 Added 367.43%	1,636 $305,000
Q2 2022 Jul 22, 2022	SELL	$164.31 - $218.77 $4,107 - $5,469	-25 Reduced 6.67%	350 $60,000
Q1 2022 May 16, 2022	SELL	$188.7 - $283.72 $292,107 - $439,198	-1,548 Reduced 80.5%	375 $80,000
Q4 2021 Feb 09, 2022	SELL	$249.68 - $333.64 $8,738 - $11,677	-35 Reduced 1.79%	1,923 $540,000
Q3 2021 Nov 09, 2021	BUY	$279.35 - $342.27 $132,691 - $162,578	475 Added 32.03%	1,958 $556,000
Q2 2021 Jul 08, 2021	SELL	$269.54 - $300.16 $21,832 - $24,312	-81 Reduced 5.18%	1,483 $441,000
Q4 2020 May 19, 2021	BUY	$225.56 - $305.34 $21,653 - $29,312	96 Added 6.54%	1,564 $409,000
Q2 2020 Sep 07, 2021	SELL	$137.05 - $241.62 $13,705 - $24,162	-100 Reduced 6.38%	1,468 $341,000
Q1 2019 Sep 07, 2021	BUY	$121.85 - $164.28 $4,264 - $5,749	35 Added 2.28%	1,568 $244,000
Q4 2018 Sep 07, 2021	SELL	$118.32 - $155.5 $1,183 - $1,555	-10 Reduced 0.65%	1,533 $195,000
Q3 2018 Sep 07, 2021	SELL	$127.0 - $157.2 $8,890 - $11,004	-70 Reduced 4.34%	1,543 $240,000
Q1 2018 Sep 07, 2021	SELL	$104.81 - $139.36 $12,996 - $17,280	-124 Reduced 7.14%	1,613 $202,000
Q4 2017 Sep 07, 2021	SELL	$103.8 - $130.24 $9,342 - $11,721	-90 Reduced 4.93%	1,737 $182,000
Q3 2017 Sep 07, 2021	BUY	$104.98 - $116.48 $26,559 - $29,469	253 Added 16.07%	1,827 $205,000
Q2 2017 Sep 07, 2021	BUY	N/A	15 Added 0.96%	1,574 $158,000
Q1 2017 Sep 07, 2021	BUY	N/A	1,303 Added 508.98%	1,559 $134,000
Q3 2016 Sep 07, 2021	BUY	N/A	56 Added 28.0%	256 $18,000
Q1 2016 Sep 07, 2021	BUY	N/A	200	200 $11,000

Others Institutions Holding ADSK

# of Institutions

1,350

Shares Held

180M

Call Options Held

2.07M

Put Options Held

2.47M

View Full List

About Autodesk, Inc.

Ticker ADSK
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 215,859,008
Market Cap $53.1B
Description
Autodesk, Inc. provides 3D design, engineering, and entertainment software and services worldwide. The company offers AutoCAD Civil 3D, a surveying, design, analysis, and documentation solution for civil engineering, including land development, transportation, and environmental projects; BIM 360, a construction management cloud-based software; A...

More about ADSK

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Geneos Wealth Management Inc. Autodesk, Inc. Transaction History