Geneos Wealth Management Inc. Spdr Bloomberg Investment Grad Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 33,424 shares of FLRN stock, worth $1.03 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
33,424
Previous 25,327 31.97%
Holding current value
$1.03 Million
Previous $780,000 32.18%
% of portfolio
0.03%
Previous 0.02%

Shares

38 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$30.71 - $30.86 $248,658 - $249,873
8,097 Added 31.97%
33,424 $1.03 Million
Q2 2025

Aug 18, 2025
SELL
$30.29 - $30.83 $65,517 - $66,685
-2,163 Reduced 7.87%
25,327 $780,000
Q1 2025

May 21, 2025
SELL
$30.71 - $30.87 $88,199 - $88,658
-2,872 Reduced 9.46%
27,490 $847,000
Q1 2025

May 07, 2025
BUY
$30.71 - $30.87 $360,351 - $362,228
11,734 Added 62.99%
30,362 $935,000
Q4 2024

Jan 21, 2025
BUY
$30.67 - $30.84 $70,725 - $71,117
2,306 Added 14.13%
18,628 $572,000
Q3 2024

Nov 14, 2024
BUY
$30.55 - $30.85 $90,153 - $91,038
2,951 Added 22.07%
16,322 $503,000
Q2 2024

Jul 23, 2024
SELL
$30.69 - $30.88 $77,860 - $78,342
-2,537 Reduced 15.95%
13,371 $412,000
Q1 2024

May 03, 2024
SELL
$30.59 - $30.83 $99,692 - $100,474
-3,259 Reduced 17.0%
15,908 $490,000
Q4 2023

Jan 26, 2024
BUY
$30.49 - $30.71 $78,481 - $79,047
2,574 Added 15.51%
19,167 $586,000
Q3 2023

Oct 11, 2023
SELL
$30.51 - $30.73 $52,904 - $53,285
-1,734 Reduced 9.46%
16,593 $509,000
Q2 2023

Aug 08, 2023
SELL
$30.33 - $30.69 $521,342 - $527,530
-17,189 Reduced 48.4%
18,327 $562,000
Q1 2023

Apr 25, 2023
SELL
$29.96 - $30.68 $138,325 - $141,649
-4,617 Reduced 11.5%
35,516 $1.08 Million
Q4 2022

Jan 30, 2023
BUY
$30.19 - $30.41 $136,821 - $137,818
4,532 Added 12.73%
40,133 $1.22 Million
Q3 2022

Nov 14, 2022
BUY
$30.11 - $30.44 $281,980 - $285,070
9,365 Added 35.7%
35,601 $1.08 Million
Q2 2022

Jul 22, 2022
BUY
$30.11 - $30.51 $269,845 - $273,430
8,962 Added 51.88%
26,236 $0
Q1 2022

May 16, 2022
BUY
$30.36 - $30.62 $306,514 - $309,139
10,096 Added 140.65%
17,274 $526,000
Q4 2021

Feb 09, 2022
BUY
$30.56 - $30.65 $17,633 - $17,685
577 Added 8.74%
7,178 $219,000
Q3 2021

Nov 09, 2021
BUY
$30.62 - $30.66 $9,859 - $9,872
322 Added 5.13%
6,601 $202,000
Q2 2021

Jul 08, 2021
SELL
$30.6 - $30.67 $1.75 Million - $1.75 Million
-57,131 Reduced 90.1%
6,279 $192,000
Q1 2021

Jun 17, 2021
SELL
$30.6 - $30.66 $156,151 - $156,457
-5,103 Reduced 7.45%
63,410 $1.95 Million
Q4 2020

May 19, 2021
BUY
$30.56 - $30.61 $480,464 - $481,250
15,722 Added 29.78%
68,513 $2.08 Million
Q3 2020

Sep 07, 2021
BUY
$30.45 - $30.6 $61,569 - $61,873
2,022 Added 3.98%
52,791 $1.62 Million
Q2 2020

Sep 07, 2021
BUY
$29.44 - $30.48 $57,260 - $59,283
1,945 Added 3.98%
50,769 $1.55 Million
Q1 2020

Sep 07, 2021
SELL
$26.27 - $30.83 $146,376 - $171,784
-5,572 Reduced 10.24%
48,824 $1.44 Million
Q4 2019

Sep 07, 2021
SELL
$30.67 - $30.78 $3.14 Million - $3.15 Million
-102,348 Reduced 65.3%
54,396 $1.67 Million
Q3 2019

Sep 07, 2021
BUY
$30.69 - $30.76 $171,557 - $171,948
5,590 Added 3.7%
156,744 $4.82 Million
Q2 2019

Sep 07, 2021
BUY
N/A
22,642 Added 17.62%
151,154 $4.65 Million
Q1 2019

Sep 07, 2021
BUY
N/A
10,027 Added 8.46%
128,512 $3.95 Million
Q4 2018

Sep 07, 2021
SELL
N/A
-121,096 Reduced 50.54%
118,485 $3.6 Million
Q3 2018

Sep 07, 2021
BUY
N/A
24,595 Added 11.44%
239,581 $7.38 Million
Q2 2018

Sep 07, 2021
BUY
N/A
214,580 Added 52852.22%
214,986 $6.69 Million
Q1 2018

Sep 07, 2021
BUY
N/A
1 Added 0.25%
406 $12,000
Q4 2017

Sep 07, 2021
BUY
N/A
2 Added 0.5%
405 $12,000
Q3 2017

Sep 07, 2021
BUY
N/A
2 Added 0.5%
403 $12,000
Q2 2017

Sep 07, 2021
BUY
N/A
1 Added 0.25%
401 $12,000
Q1 2017

Sep 07, 2021
BUY
N/A
400 New
400 $12,000
Q4 2016

Sep 07, 2021
SELL
N/A
-68,598 Closed
0 $0
Q3 2016

Sep 07, 2021
BUY
N/A
68,598
68,598 $2.1 Million

Others Institutions Holding FLRN

# of Institutions
362
Shares Held
61.2M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR BLOOMBERG INVESTMENT GRAD

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