Geneos Wealth Management Inc. Hsbc Holdings PLC Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Hsbc Holdings PLC stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 5,208 shares of HSBC stock, worth $265,139. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,208
Previous 5,566 6.43%
Holding current value
$265,139
Previous $251,000 2.39%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 21, 2025
SELL
$43.83 - $49.51 $15,691 - $17,724
-358 Reduced 6.43%
5,208 $257,000
Q3 2024

Nov 14, 2024
BUY
$40.42 - $45.91 $20,897 - $23,735
517 Added 10.24%
5,566 $251,000
Q2 2024

Jul 23, 2024
SELL
$39.31 - $45.4 $20,834 - $24,062
-530 Reduced 9.5%
5,049 $219,000
Q4 2023

Jan 26, 2024
SELL
$36.02 - $40.83 $10,806 - $12,249
-300 Reduced 5.1%
5,579 $226,000
Q2 2023

Aug 08, 2023
BUY
$34.65 - $39.62 $10,395 - $11,886
300 Added 5.38%
5,879 $232,000
Q1 2023

Apr 25, 2023
SELL
$31.64 - $39.04 $9,492 - $11,712
-300 Reduced 5.1%
5,579 $190,000
Q4 2022

Jan 30, 2023
SELL
$24.91 - $31.2 $2,491 - $3,120
-100 Reduced 1.67%
5,879 $183,000
Q3 2022

Nov 14, 2022
SELL
$6.31 - $33.44 $2,763 - $14,646
-438 Reduced 6.83%
5,979 $155,000
Q2 2022

Jul 22, 2022
SELL
$29.55 - $34.97 $8,214 - $9,721
-278 Reduced 4.15%
6,417 $209,000
Q1 2022

May 16, 2022
BUY
$30.45 - $38.25 $121 - $153
4 Added 0.06%
6,695 $229,000
Q3 2021

Nov 09, 2021
BUY
$24.53 - $29.18 $24 - $29
1 Added 0.01%
6,691 $176,000
Q2 2021

Jul 08, 2021
SELL
$28.62 - $32.38 $16,256 - $18,391
-568 Reduced 7.83%
6,690 $192,000
Q1 2021

Jun 17, 2021
BUY
$25.74 - $31.42 $25 - $31
1 Added 0.01%
7,258 $226,000
Q4 2020

May 19, 2021
SELL
$19.23 - $28.37 $5,288 - $7,801
-275 Reduced 3.65%
7,257 $211,000
Q3 2020

Sep 07, 2021
SELL
$18.11 - $25.64 $14,488 - $20,512
-800 Reduced 9.6%
7,532 $136,000
Q2 2020

Sep 07, 2021
SELL
$22.97 - $26.85 $117,973 - $137,901
-5,136 Reduced 38.13%
8,332 $194,000
Q1 2020

Sep 07, 2021
SELL
$28.01 - $39.37 $224 - $314
-8 Reduced 0.06%
13,468 $388,000
Q4 2019

Sep 07, 2021
BUY
$36.33 - $39.52 $113,494 - $123,460
3,124 Added 30.18%
13,476 $525,000
Q3 2019

Sep 07, 2021
SELL
$35.53 - $42.1 $18,688 - $22,144
-526 Reduced 4.84%
10,352 $394,000
Q2 2019

Sep 07, 2021
BUY
$40.64 - $44.7 $40 - $44
1 Added 0.01%
10,878 $454,000
Q1 2019

Sep 07, 2021
SELL
$40.42 - $42.8 $84,477 - $89,452
-2,090 Reduced 16.12%
10,877 $441,000
Q4 2018

Sep 07, 2021
BUY
$38.57 - $44.2 $36,564 - $41,901
948 Added 7.89%
12,967 $532,000
Q3 2018

Sep 07, 2021
BUY
$42.81 - $48.5 $319,191 - $361,616
7,456 Added 163.4%
12,019 $528,000
Q2 2018

Sep 07, 2021
BUY
$46.57 - $50.51 $132,025 - $143,195
2,835 Added 164.06%
4,563 $215,000
Q1 2018

Sep 07, 2021
BUY
$47.3 - $55.62 $22,467 - $26,419
475 Added 37.91%
1,728 $82,000
Q4 2017

Sep 07, 2021
BUY
$48.05 - $51.66 $6,775 - $7,284
141 Added 12.68%
1,253 $64,000
Q3 2017

Sep 07, 2021
BUY
$47.21 - $50.8 $472 - $508
10 Added 0.91%
1,112 $54,000
Q2 2017

Sep 07, 2021
BUY
N/A
14 Added 1.29%
1,102 $51,000
Q1 2017

Sep 07, 2021
SELL
N/A
-343 Reduced 23.97%
1,088 $44,000
Q4 2016

Sep 07, 2021
BUY
N/A
25 Added 1.78%
1,431 $57,000
Q3 2016

Sep 07, 2021
BUY
N/A
14 Added 1.01%
1,406 $52,000
Q2 2016

Sep 07, 2021
BUY
N/A
840 Added 152.17%
1,392 $43,000
Q1 2016

Sep 07, 2021
BUY
N/A
552
552 $17,000

Others Institutions Holding HSBC

# of Institutions
482
Shares Held
52.9M
Call Options Held
2.49M
Put Options Held
1.57M
View Full List

About HSBC HOLDINGS PLC

HSBC Quotes by TradingView
  • Ticker HSBC
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,993,609,984
  • Market Cap $203B
  • Description
  • HSBC Holdings plc provides banking and financial services worldwide. The company operates through Wealth and Personal Banking, Commercial Banking, and Global Banking and Markets segments. The Wealth and Personal Banking segment offers retail banking and wealth products, including current and savings accounts, mortgages and personal loans, credit...
More about HSBC
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