Geneos Wealth Management Inc. Gladstone Capital Corp Transaction History

Geneos Wealth Management Inc.

$2.24 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 09, 2022	SELL	$10.74 - $12.35 $3,920 - $4,507	-365 Reduced 14.99%	2,070 $23,000
Q3 2021 Nov 09, 2021	BUY	$11.18 - $11.88 $4,080 - $4,336	365 Added 17.63%	2,435 $27,000
Q1 2021 Jun 17, 2021	BUY	$8.71 - $10.35 $7,142 - $8,487	820 Added 65.6%	2,070 $22,000
Q4 2020 May 19, 2021	SELL	$7.03 - $9.1 $27,487 - $35,581	-3,910 Reduced 75.78%	1,250 $12,000
Q3 2020 Sep 07, 2021	BUY	$6.8 - $7.74 $18,768 - $21,362	2,760 Added 115.0%	5,160 $37,000
Q1 2020 Sep 07, 2021	SELL	$4.29 - $10.53 $6,864 - $16,848	-1,600 Reduced 40.0%	2,400 $14,000
Q1 2019 Sep 07, 2021	BUY	$7.38 - $9.55 $21,033 - $27,217	2,850 Added 247.83%	4,000 $36,000
Q1 2017 Sep 07, 2021	BUY	N/A	1,150	1,150 $10,000

Others Institutions Holding GLAD

# of Institutions

5

Shares Held

13.6K

Call Options Held

0

Put Options Held

0

About GLADSTONE CAPITAL CORP

Ticker GLAD
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Description
Gladstone Capital Corporation is a business development company specializing in lower middle market, growth capital, add on acquisitions, change of control, buy & build strategies, debt refinancing, debt investments in senior term loans, revolving loans, secured first and second lien term loans, senior subordinated loans, unitranche loans, j...

More about GLAD

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.