Geneos Wealth Management Inc. Simplify Exch Traded Fds Simpl Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,574 shares of CTA stock, worth $44,859. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,574
Previous 500 214.8%
Holding current value
$44,859
Previous $13,000 230.77%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 21, 2025
BUY
$25.8 - $28.97 $27,709 - $31,113
1,074 Added 214.8%
1,574 $43,000
Q4 2023

Jan 26, 2024
BUY
$23.52 - $27.59 $11,760 - $13,795
500 New
500 $11,000
Q2 2023

Aug 08, 2023
BUY
$23.37 - $25.85 $115,260 - $127,492
4,932 New
4,932 $125,000

Others Institutions Holding CTA

# of Institutions
103
Shares Held
6.41M
Call Options Held
0
Put Options Held
0
View Full List

About SIMPLIFY EXCH TRADED FDS SIMPL

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