Geneos Wealth Management Inc. Vanguard Bd Index Fd Inc Inter Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 347,765 shares of BIV stock, worth $26.3 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
347,765
Previous 352,226 1.27%
Holding current value
$26.3 Million
Previous $27.6 Million 5.85%
% of portfolio
0.94%
Previous 1.06%

Shares

36 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
$74.5 - $78.37 $332,344 - $349,608
-4,461 Reduced 1.27%
347,765 $26 Million
Q3 2024

Nov 14, 2024
BUY
$74.26 - $78.84 $1.65 Million - $1.75 Million
22,238 Added 6.74%
352,226 $27.6 Million
Q2 2024

Jul 23, 2024
BUY
$73.13 - $75.43 $508,984 - $524,992
6,960 Added 2.15%
329,988 $24.7 Million
Q1 2024

May 03, 2024
BUY
$74.51 - $76.61 $716,935 - $737,141
9,622 Added 3.07%
323,028 $24.4 Million
Q4 2023

Jan 26, 2024
SELL
$70.49 - $76.74 $892,755 - $971,912
-12,665 Reduced 3.88%
313,406 $23.9 Million
Q3 2023

Oct 11, 2023
BUY
$72.11 - $75.67 $1.08 Million - $1.14 Million
15,028 Added 4.83%
326,071 $23.6 Million
Q2 2023

Aug 08, 2023
BUY
$74.96 - $77.47 $1.13 Million - $1.16 Million
15,017 Added 5.07%
311,043 $23.4 Million
Q1 2023

Apr 25, 2023
BUY
$73.57 - $77.31 $198,271 - $208,350
2,695 Added 0.92%
296,026 $22.7 Million
Q4 2022

Jan 30, 2023
SELL
$71.64 - $76.32 $73,072 - $77,846
-1,020 Reduced 0.35%
293,331 $21.8 Million
Q3 2022

Nov 14, 2022
SELL
$72.72 - $79.93 $464,026 - $510,033
-6,381 Reduced 2.12%
294,351 $21.6 Million
Q2 2022

Jul 22, 2022
BUY
$75.37 - $81.44 $258,971 - $279,827
3,436 Added 1.16%
300,732 $0
Q1 2022

May 16, 2022
SELL
$81.03 - $87.06 $494,039 - $530,804
-6,097 Reduced 2.01%
297,296 $24.3 Million
Q4 2021

Feb 09, 2022
BUY
$87.51 - $89.66 $1.23 Million - $1.26 Million
14,044 Added 4.85%
303,393 $26.6 Million
Q3 2021

Nov 09, 2021
BUY
$89.41 - $91.32 $22.3 Million - $22.8 Million
249,332 Added 623.07%
289,349 $26 Million
Q2 2021

Jul 08, 2021
BUY
$88.27 - $90.15 $157,385 - $160,737
1,783 Added 4.66%
40,017 $3.6 Million
Q1 2021

Jun 17, 2021
BUY
$88.61 - $92.83 $56,710 - $59,411
640 Added 1.7%
38,234 $3.41 Million
Q4 2020

May 19, 2021
SELL
$92.55 - $93.62 $298,751 - $302,205
-3,228 Reduced 7.91%
37,594 $3.24 Million
Q3 2020

Sep 07, 2021
SELL
$93.08 - $94.37 $137,479 - $139,384
-1,477 Reduced 3.49%
40,822 $3.81 Million
Q2 2020

Sep 07, 2021
SELL
$88.97 - $93.19 $136,391 - $142,860
-1,533 Reduced 3.5%
42,299 $3.93 Million
Q1 2020

Sep 07, 2021
BUY
$83.77 - $92.22 $269,990 - $297,225
3,223 Added 7.94%
43,832 $3.89 Million
Q4 2019

Sep 07, 2021
BUY
$86.78 - $88.73 $244,979 - $250,484
2,823 Added 7.47%
40,609 $3.55 Million
Q3 2019

Sep 07, 2021
SELL
$86.72 - $88.11 $983,664 - $999,431
-11,343 Reduced 23.09%
37,786 $3.32 Million
Q2 2019

Sep 07, 2021
BUY
N/A
488 Added 1.0%
49,129 $4.25 Million
Q1 2019

Sep 07, 2021
SELL
N/A
-9,184 Reduced 15.88%
48,641 $4.08 Million
Q4 2018

Sep 07, 2021
BUY
N/A
388 Added 0.68%
57,825 $4.7 Million
Q3 2018

Sep 07, 2021
SELL
N/A
-1,610 Reduced 2.73%
57,437 $4.62 Million
Q2 2018

Sep 07, 2021
SELL
N/A
-2,570 Reduced 4.17%
59,047 $4.78 Million
Q1 2018

Sep 07, 2021
BUY
N/A
12,535 Added 25.54%
61,617 $5.04 Million
Q4 2017

Sep 07, 2021
BUY
N/A
2,345 Added 5.02%
49,082 $4.11 Million
Q3 2017

Sep 07, 2021
BUY
N/A
1,267 Added 2.79%
46,737 $3.96 Million
Q2 2017

Sep 07, 2021
BUY
N/A
2,705 Added 6.33%
45,470 $3.84 Million
Q1 2017

Sep 07, 2021
SELL
N/A
-166 Reduced 0.39%
42,765 $3.58 Million
Q4 2016

Sep 07, 2021
BUY
N/A
629 Added 1.49%
42,931 $3.57 Million
Q3 2016

Sep 07, 2021
BUY
N/A
13,637 Added 47.57%
42,302 $3.71 Million
Q2 2016

Sep 07, 2021
SELL
N/A
-2,123 Reduced 6.9%
28,665 $2.53 Million
Q1 2016

Sep 07, 2021
BUY
N/A
30,788
30,788 $2.65 Million

Others Institutions Holding BIV

# of Institutions
985
Shares Held
175M
Call Options Held
4.4K
Put Options Held
0
View Full List

About VANGUARD BD INDEX FD INC INTER

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