Geneos Wealth Management Inc. Spdr Nuveen Bloomberg High Yie Transaction History

Geneos Wealth Management Inc.

$3.77 Billion
Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Spdr Nuveen Bloomberg High Yie stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,550 shares of HYMB stock, worth $38,827. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,550

Previous 52,624 97.05%

Holding current value

$38,827

Previous $1.3 Million 97.09%

% of portfolio

0.0%

Previous 0.03%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$24.11 - $24.94 $1.23 Million - $1.27 Million	-51,074 Reduced 97.05%	1,550 $38,000
Q2 2025 Aug 18, 2025	BUY	$24.14 - $25.43 $153,047 - $161,226	6,340 Added 13.7%	52,624 $1.3 Million
Q1 2025 May 21, 2025	BUY	$25.12 - $26.05 $1.12 Million - $1.17 Million	44,734 Added 2886.06%	46,284 $1.17 Million
Q1 2025 May 07, 2025	SELL	$25.12 - $26.05 $551,760 - $572,188	-21,965 Reduced 93.41%	1,550 $39,000
Q4 2024 Jan 21, 2025	SELL	$25.3 - $26.31 $29,676 - $30,861	-1,173 Reduced 4.75%	23,515 $601,000

Q3 2024 Nov 14, 2024	BUY	$25.38 - $26.27 $587,242 - $607,835	23,138 Added 1492.77%	24,688 $648,000
Q4 2023 Jan 26, 2024	SELL	$23.09 - $25.41 $48,950 - $53,869	-2,120 Reduced 57.77%	1,550 $39,000
Q2 2023 Aug 08, 2023	SELL	$24.33 - $25.33 $3,649 - $3,799	-150 Reduced 3.93%	3,670 $91,000
Q1 2023 Apr 25, 2023	BUY	$24.5 - $50.38 $46,795 - $96,225	1,910 Added 100.0%	3,820 $95,000
Q4 2022 Jan 30, 2023	SELL	$23.44 - $50.65 $15,822 - $34,188	-675 Reduced 26.11%	1,910 $93,000
Q3 2022 Nov 14, 2022	SELL	$23.96 - $26.61 $119 - $133	-5 Reduced 0.19%	2,585 $123,000
Q2 2022 Jul 22, 2022	SELL	$24.46 - $27.54 $35,467 - $39,933	-1,450 Reduced 35.89%	2,590 $0
Q1 2022 May 16, 2022	SELL	$27.51 - $30.04 $15,130 - $16,522	-550 Reduced 11.98%	4,040 $222,000
Q4 2021 Feb 09, 2022	BUY	$29.68 - $30.1 $296 - $301	10 Added 0.22%	4,590 $275,000
Q2 2021 Jul 08, 2021	SELL	$29.57 - $30.41 $7,865 - $8,089	-266 Reduced 5.49%	4,580 $277,000
Q1 2021 Jun 17, 2021	SELL	$29.35 - $30.12 $4,696 - $4,819	-160 Reduced 3.2%	4,846 $289,000
Q4 2020 May 19, 2021	BUY	$28.28 - $29.5 $169 - $177	6 Added 0.12%	5,006 $259,000
Q3 2020 Sep 07, 2021	BUY	$28.09 - $28.75 $16,854 - $17,250	600 Added 13.64%	5,000 $284,000
Q2 2020 Sep 07, 2021	BUY	$26.11 - $28.18 $6,527 - $7,045	250 Added 6.02%	4,400 $247,000
Q4 2019 Sep 07, 2021	BUY	$29.33 - $29.7 $48,541 - $49,153	1,655 Added 66.33%	4,150 $244,000
Q3 2019 Sep 07, 2021	BUY	$29.33 - $29.71 $17,011 - $17,231	580 Added 30.29%	2,495 $148,000
Q2 2019 Sep 07, 2021	BUY	N/A	1,770 Added 1220.69%	1,915 $111,000
Q1 2019 Sep 07, 2021	SELL	N/A	-31 Reduced 17.61%	145 $8,000
Q3 2016 Sep 07, 2021	BUY	N/A	140 Added 388.89%	176 $10,000
Q2 2016 Sep 07, 2021	BUY	N/A	36	36 $2,000

Others Institutions Holding HYMB

# of Institutions

431

Shares Held

87M

Call Options Held

13.8K

Put Options Held

View Full List

About SPDR NUVEEN BLOOMBERG HIGH YIE

Ticker HYMB
Sector ETFs
Industry ETFs

More about HYMB

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. Spdr Nuveen Bloomberg High Yie Transaction History