Geneos Wealth Management Inc. Global X Funds Global X Artifi Transaction History

Geneos Wealth Management Inc.

$2.77 Billion
Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Global X Funds Global X Artifi stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 13,650 shares of AIQ stock, worth $514,468. This represents 0.02% of its overall portfolio holdings.

Number of Shares

13,650

Previous 22,195 38.5%

Holding current value

$514,468

Previous $824,000 36.04%

% of portfolio

0.02%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$36.57 - $40.57 $312,490 - $346,670	-8,545 Reduced 38.5%	13,650 $527,000
Q3 2024 Nov 14, 2024	SELL	$31.85 - $37.36 $34,589 - $40,572	-1,086 Reduced 4.66%	22,195 $824,000
Q2 2024 Jul 23, 2024	SELL	$31.46 - $35.95 $181,146 - $207,000	-5,758 Reduced 19.83%	23,281 $829,000
Q1 2024 May 03, 2024	SELL	$29.87 - $34.22 $13,023 - $14,919	-436 Reduced 1.48%	29,039 $986,000
Q4 2023 Jan 26, 2024	BUY	$25.5 - $31.36 $445,689 - $548,110	17,478 Added 145.69%	29,475 $919,000
Q3 2023 Oct 11, 2023	BUY	$26.53 - $29.63 $295,942 - $330,522	11,155 Added 1324.82%	11,997 $322,000
Q2 2023 Aug 08, 2023	BUY	$22.93 - $28.5 $19,307 - $23,997	842 New	842 $23,000

Others Institutions Holding AIQ

# of Institutions

355

Shares Held

30.6M

Call Options Held

25.9K

Put Options Held

15.2K

View Full List

About GLOBAL X FUNDS GLOBAL X ARTIFI

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Geneos Wealth Management Inc. Global X Funds Global X Artifi Transaction History