Geneos Wealth Management Inc. Global X Fds Global X S&P 500 Transaction History

Geneos Wealth Management Inc.

$3.77 Billion
Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Global X Fds Global X S&P 500 stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 625 shares of CATH stock, worth $50,737. This represents 0.0% of its overall portfolio holdings.

Number of Shares

625

Previous 602 3.82%

Holding current value

$50,737

Previous $45,000 11.11%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$75.38 - $81.32 $1,733 - $1,870	23 Added 3.82%	625 $50,000
Q2 2025 Aug 18, 2025	BUY	$59.85 - $75.45 $2,394 - $3,018	40 Added 7.12%	602 $45,000
Q1 2025 May 07, 2025	BUY	$66.14 - $74.2 $10,053 - $11,278	152 Added 37.07%	562 $37,000
Q4 2024 Jan 21, 2025	BUY	$68.5 - $73.81 $959 - $1,033	14 Added 3.54%	410 $29,000
Q3 2024 Nov 14, 2024	BUY	$62.26 - $69.39 $3,113 - $3,469	50 Added 14.45%	396 $27,000

Q2 2024 Jul 23, 2024	BUY	$60.01 - $66.14 $1,560 - $1,719	26 Added 8.13%	346 $22,000
Q1 2024 May 03, 2024	BUY	$56.96 - $63.64 $1,936 - $2,163	34 Added 11.89%	320 $20,000
Q4 2023 Jan 26, 2024	BUY	$50.0 - $58.53 $5,800 - $6,789	116 Added 68.24%	286 $16,000
Q1 2023 Apr 25, 2023	BUY	$46.11 - $51.11 $7,838 - $8,688	170 New	170 $8,000
Q3 2021 Nov 09, 2021	BUY	$52.67 - $56.46 $10,534 - $11,292	200 New	200 $10,000

Others Institutions Holding CATH

# of Institutions

210

Shares Held

Call Options Held

Put Options Held

View Full List

About GLOBAL X FDS GLOBAL X S&P 500

Ticker CATH
Sector ETFs
Industry ETFs

More about CATH

Track This Portfolio

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.

Account

Geneos Wealth Management Inc. Global X Fds Global X S&P 500 Transaction History