Geneos Wealth Management Inc. First Tr Nasdaq Clean Edge Sma Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 438 shares of GRID stock, worth $66,886. This represents 0.0% of its overall portfolio holdings.

Number of Shares
438
Previous 438 -0.0%
Holding current value
$66,886
Previous $60,000 10.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 21, 2025
BUY
$119.34 - $127.78 $28,402 - $30,411
238 Added 119.0%
438 $52,000
Q2 2024

Jul 23, 2024
SELL
$109.73 - $121.69 $32,919 - $36,507
-300 Reduced 60.0%
200 $23,000
Q4 2023

Jan 26, 2024
SELL
$85.32 - $105.07 $34,128 - $42,028
-400 Reduced 44.44%
500 $52,000
Q3 2022

Nov 14, 2022
SELL
$75.24 - $92.07 $15,047 - $18,414
-200 Reduced 18.18%
900 $67,000
Q2 2022

Jul 22, 2022
SELL
$76.95 - $95.23 $53,865 - $66,661
-700 Reduced 38.89%
1,100 $85,000
Q1 2022

May 16, 2022
SELL
$83.69 - $103.52 $16,738 - $20,704
-200 Reduced 10.0%
1,800 $169,000
Q4 2021

Feb 09, 2022
BUY
$92.42 - $105.89 $110,904 - $127,068
1,200 Added 150.0%
2,000 $205,000
Q1 2021

Jun 17, 2021
BUY
$80.63 - $88.15 $24,189 - $26,445
300 Added 60.0%
800 $70,000
Q4 2020

May 19, 2021
BUY
$63.82 - $81.0 $12,764 - $16,200
200 Added 66.67%
500 $42,000
Q3 2020

Sep 07, 2021
BUY
$54.6 - $65.43 $10,920 - $13,086
200 Added 200.0%
300 $18,000
Q2 2019

Sep 07, 2021
SELL
$43.3 - $48.31 $4,330 - $4,831
-100 Reduced 50.0%
100 $4,000
Q3 2018

Sep 07, 2021
BUY
$47.55 - $50.78 $4,755 - $5,078
100 Added 100.0%
200 $9,000
Q1 2016

Sep 07, 2021
BUY
N/A
100
100 $3,000

Others Institutions Holding GRID

# of Institutions
395
Shares Held
15.6M
Call Options Held
9K
Put Options Held
5.9K
View Full List

About FIRST TR NASDAQ CLEAN EDGE SMA

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