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

Geneos Wealth Management Inc.

$3.77 Billion
Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 59,479 shares of BIBL stock, worth $2.64 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

59,479

Previous 58,165 2.26%

Holding current value

$2.64 Million

Previous $2.4 Million 9.95%

% of portfolio

0.07%

Previous 0.06%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$41.43 - $44.43 $54,439 - $58,381	1,314 Added 2.26%	59,479 $2.64 Million
Q2 2025 Aug 18, 2025	BUY	$33.5 - $41.33 $908,118 - $1.12 Million	27,108 Added 87.28%	58,165 $2.4 Million
Q1 2025 May 21, 2025	SELL	$37.55 - $41.94 $44,722 - $49,950	-1,191 Reduced 3.69%	31,057 $1.19 Million
Q1 2025 May 07, 2025	BUY	$37.55 - $41.94 $32,180 - $35,942	857 Added 2.73%	32,248 $1.24 Million
Q4 2024 Jan 21, 2025	BUY	$38.73 - $42.41 $8,055 - $8,821	208 Added 0.67%	31,391 $1.22 Million

Q3 2024 Nov 14, 2024	BUY	$36.61 - $40.67 $97,895 - $108,751	2,674 Added 9.38%	31,183 $1.27 Million
Q2 2024 Jul 23, 2024	SELL	$36.1 - $38.73 $562,546 - $603,529	-15,583 Reduced 35.34%	28,509 $1.08 Million
Q1 2024 May 03, 2024	BUY	$33.96 - $38.91 $128,199 - $146,885	3,775 Added 9.36%	44,092 $1.72 Million
Q4 2023 Jan 26, 2024	BUY	$29.25 - $35.1 $188,838 - $226,605	6,456 Added 19.07%	40,317 $1.41 Million
Q3 2023 Oct 11, 2023	BUY	$30.99 - $34.19 $46,701 - $51,524	1,507 Added 4.66%	33,861 $1.06 Million
Q2 2023 Aug 08, 2023	BUY	$30.11 - $32.89 $559,473 - $611,129	18,581 Added 134.91%	32,354 $1.06 Million
Q1 2023 Apr 25, 2023	BUY	$29.64 - $33.28 $26,409 - $29,652	891 Added 6.92%	13,773 $432,000
Q4 2022 Jan 30, 2023	BUY	$27.13 - $31.84 $36,951 - $43,366	1,362 Added 11.82%	12,882 $385,000
Q3 2022 Nov 14, 2022	BUY	$27.68 - $33.89 $30,641 - $37,516	1,107 Added 10.63%	11,520 $319,000
Q2 2022 Jul 22, 2022	BUY	$28.41 - $36.39 $189,693 - $242,976	6,677 Added 178.72%	10,413 $0
Q1 2022 May 16, 2022	BUY	$33.04 - $39.29 $29,736 - $35,361	900 Added 31.73%	3,736 $134,000
Q4 2021 Feb 09, 2022	BUY	$37.3 - $46.5 $14,696 - $18,321	394 Added 16.13%	2,836 $111,000
Q3 2021 Nov 09, 2021	BUY	$41.88 - $45.66 $85,644 - $93,374	2,045 Added 515.11%	2,442 $109,000
Q4 2020 May 19, 2021	BUY	$32.5 - $36.7 $12,902 - $14,569	397 New	397 $15,000

Others Institutions Holding BIBL

# of Institutions

124

Shares Held

4.81M

Call Options Held

Put Options Held

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About NORTHERN LTS FD TR IV

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