Geneos Wealth Management Inc. Northern Lts Fd Tr Iv Inspire Transaction History

Geneos Wealth Management Inc.

$2.77 Billion
Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,004 shares of GLRY stock, worth $65,951. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,004

Previous 1,807 10.9%

Holding current value

$65,951

Previous $56,000 8.93%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$30.68 - $33.12 $6,043 - $6,524	197 Added 10.9%	2,004 $61,000
Q3 2024 Nov 14, 2024	BUY	$29.19 - $31.87 $12,726 - $13,895	436 Added 31.8%	1,807 $56,000
Q2 2024 Jul 23, 2024	BUY	$28.45 - $30.47 $14,651 - $15,692	515 Added 60.16%	1,371 $41,000
Q1 2024 May 03, 2024	BUY	$26.19 - $30.05 $7,071 - $8,113	270 Added 46.08%	856 $25,000
Q4 2023 Jan 26, 2024	BUY	$23.89 - $26.85 $7,119 - $8,001	298 Added 103.47%	586 $15,000
Q3 2023 Oct 11, 2023	BUY	$25.07 - $26.43 $3,434 - $3,620	137 Added 90.73%	288 $7,000
Q1 2023 Apr 25, 2023	SELL	$22.32 - $25.0 $267 - $300	-12 Reduced 7.36%	151 $3,000
Q3 2022 Nov 14, 2022	BUY	$20.11 - $23.64 $3,277 - $3,853	163 New	163 $3,000

Others Institutions Holding GLRY

# of Institutions

Shares Held

1.85M

Call Options Held

Put Options Held

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About NORTHERN LTS FD TR IV INSPIRE

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Geneos Wealth Management Inc. Northern Lts Fd Tr Iv Inspire Transaction History