Geneos Wealth Management Inc. J P Morgan Exchg Traded Fd Transaction History

Geneos Wealth Management Inc.

$3.77 Billion
Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in J P Morgan Exchg Traded Fd stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 10,763 shares of BBUS stock, worth $1.31 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

10,763

Previous 8,143 32.17%

Holding current value

$1.31 Million

Previous $911,000 42.48%

% of portfolio

0.03%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$111.77 - $121.28 $292,837 - $317,753	2,620 Added 32.17%	10,763 $1.3 Million
Q2 2025 Aug 18, 2025	BUY	$89.63 - $111.92 $113,292 - $141,466	1,264 Added 18.37%	8,143 $911,000
Q1 2025 May 21, 2025	SELL	$99.5 - $110.97 $290,042 - $323,477	-2,915 Reduced 29.76%	6,879 $694,000
Q1 2025 May 07, 2025	BUY	$99.5 - $110.97 $417,701 - $465,852	4,198 Added 75.02%	9,794 $988,000
Q4 2024 Jan 21, 2025	BUY	$102.46 - $110.17 $44,467 - $47,813	434 Added 8.41%	5,596 $592,000

Q3 2024 Nov 14, 2024	BUY	$93.22 - $103.58 $2,983 - $3,314	32 Added 0.62%	5,162 $534,000
Q2 2024 Jul 23, 2024	BUY	$89.42 - $98.82 $135,024 - $149,218	1,510 Added 41.71%	5,130 $503,000
Q1 2024 May 03, 2024	BUY	$84.37 - $94.43 $305,419 - $341,836	3,620 New	3,620 $341,000

Others Institutions Holding BBUS

# of Institutions

197

Shares Held

27.4M

Call Options Held

Put Options Held

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About J P MORGAN EXCHG-TRADED FD

Ticker BBUS
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Geneos Wealth Management Inc. J P Morgan Exchg Traded Fd Transaction History