Geneos Wealth Management Inc. Strategy Shs Transaction History

Geneos Wealth Management Inc.

$2.77 Billion
Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Strategy Shs stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 100 shares of HNDL stock, worth $2,169. This represents 0.0% of its overall portfolio holdings.

Number of Shares

100

Previous 100 -0.0%

Holding current value

$2,169

Previous $2,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 26, 2024	SELL	$18.32 - $20.79 $7,328 - $8,316	-400 Reduced 80.0%	100 $2,000
Q3 2023 Oct 11, 2023	SELL	$19.09 - $20.66 $5,727 - $6,198	-300 Reduced 37.5%	500 $9,000
Q2 2023 Aug 08, 2023	SELL	$19.67 - $20.41 $1,967 - $2,041	-100 Reduced 11.11%	800 $16,000
Q4 2022 Jan 30, 2023	SELL	$18.7 - $20.71 $7,480 - $8,284	-400 Reduced 30.77%	900 $17,000
Q3 2022 Nov 14, 2022	SELL	$19.12 - $22.58 $42,064 - $49,675	-2,200 Reduced 62.86%	1,300 $24,000
Q2 2022 Jul 22, 2022	BUY	$19.94 - $24.21 $7,976 - $9,684	400 Added 12.9%	3,500 $0
Q4 2021 Feb 09, 2022	BUY	$25.0 - $26.22 $25,000 - $26,220	1,000 Added 47.62%	3,100 $80,000
Q3 2021 Nov 09, 2021	BUY	$24.94 - $25.94 $24,940 - $25,940	1,000 Added 90.91%	2,100 $52,000
Q2 2021 Jul 08, 2021	BUY	$24.8 - $25.66 $17,360 - $17,962	700 Added 175.0%	1,100 $28,000
Q4 2020 May 19, 2021	BUY	$24.24 - $25.55 $9,696 - $10,220	400 New	400 $9,000
Q4 2018 Sep 07, 2021	SELL	N/A	-100 Closed	0 $0
Q1 2018 Sep 07, 2021	BUY	N/A	100 New	100 $2,000

Others Institutions Holding HNDL

# of Institutions

120

Shares Held

3.93M

Call Options Held

22K

Put Options Held

1.4K

View Full List

About STRATEGY SHS

Ticker HNDL
Sector ETFs
Industry ETFs

More about HNDL

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.

Account

Geneos Wealth Management Inc. Strategy Shs Transaction History