Geneos Wealth Management Inc. Heico Corp Transaction History

Geneos Wealth Management Inc.

$3.77 Billion
Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Heico Corp stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 68 shares of HEI stock, worth $21,327. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 154 55.84%

Holding current value

$21,327

Previous $50,000 58.0%

% of portfolio

0.0%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$304.5 - $337.56 $26,187 - $29,030	-86 Reduced 55.84%	68 $21,000
Q2 2025 Aug 18, 2025	SELL	$236.44 - $328.0 $18,678 - $25,912	-79 Reduced 33.91%	154 $50,000
Q1 2025 May 21, 2025	SELL	$219.6 - $270.85 $21,960 - $27,085	-100 Reduced 30.03%	233 $62,000
Q1 2025 May 07, 2025	BUY	$219.6 - $270.85 $47,214 - $58,232	215 Added 182.2%	333 $88,000
Q4 2024 Jan 21, 2025	BUY	$237.06 - $279.02 $237 - $279	1 Added 0.85%	118 $28,000

Q3 2024 Nov 14, 2024	BUY	$220.59 - $267.96 $25,809 - $31,351	117 New	117 $30,000
Q2 2021 Jul 08, 2021	SELL	$127.98 - $148.24 $24,700 - $28,610	-193 Closed	0 $0
Q1 2021 Jun 17, 2021	BUY	$116.13 - $138.78 $22,413 - $26,784	193 New	193 $27,000
Q1 2020 Sep 07, 2021	SELL	$61.66 - $129.76 $4,747 - $9,991	-77 Closed	0 $0
Q4 2019 Sep 07, 2021	SELL	$114.15 - $132.76 $15,410 - $17,922	-135 Reduced 63.68%	77 $8,000
Q3 2018 Sep 07, 2021	BUY	$72.38 - $93.61 $3,039 - $3,931	42 Added 24.71%	212 $19,000
Q2 2018 Sep 07, 2021	SELL	$68.74 - $76.66 $22,065 - $24,607	-321 Reduced 65.38%	170 $12,000
Q1 2018 Sep 07, 2021	BUY	$59.7 - $72.45 $18,566 - $22,531	311 Added 172.78%	491 $42,000
Q3 2017 Sep 07, 2021	BUY	$57.32 - $58.21 $7,451 - $7,567	130 Added 260.0%	180 $16,000
Q2 2017 Sep 07, 2021	SELL	N/A	-67 Reduced 57.26%	50 $3,000
Q1 2017 Sep 07, 2021	BUY	N/A	77 Added 192.5%	117 $10,000
Q3 2016 Sep 07, 2021	BUY	N/A	40	40 $2,000

Others Institutions Holding HEI

# of Institutions

798

Shares Held

41.4M

Call Options Held

173K

Put Options Held

105K

View Full List

About HEICO CORP

Ticker HEI
Exchange NYSE
Sector Industrials
Industry Aerospace & Defense
Shares Outstandng 54,511,100
Market Cap $17.1B

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Geneos Wealth Management Inc. Heico Corp Transaction History