Geneos Wealth Management Inc. Jp Morgan ETF Fd Tr Active Val Transaction History

Geneos Wealth Management Inc.

$3.77 Billion
Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 5,435 shares of JAVA stock, worth $378,221. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,435

Previous 3,564 52.5%

Holding current value

$378,221

Previous $233,000 60.52%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$64.75 - $69.05 $121,147 - $129,192	1,871 Added 52.5%	5,435 $374,000
Q2 2025 Aug 18, 2025	BUY	$56.84 - $65.5 $34,899 - $40,217	614 Added 20.81%	3,564 $233,000
Q1 2025 May 21, 2025	SELL	$61.9 - $66.89 $68,523 - $74,047	-1,107 Reduced 27.29%	2,950 $187,000
Q1 2025 May 07, 2025	BUY	$61.9 - $66.89 $90,497 - $97,793	1,462 Added 56.34%	4,057 $257,000
Q4 2024 Jan 21, 2025	BUY	$63.01 - $68.55 $9,640 - $10,488	153 Added 6.27%	2,595 $164,000

Q3 2024 Nov 14, 2024	BUY	$58.75 - $64.07 $13,277 - $14,479	226 Added 10.2%	2,442 $156,000
Q2 2024 Jul 23, 2024	BUY	$56.88 - $60.48 $35,891 - $38,162	631 Added 39.81%	2,216 $131,000
Q1 2024 May 03, 2024	BUY	$54.39 - $59.89 $86,208 - $94,925	1,585 New	1,585 $94,000

Others Institutions Holding JAVA

# of Institutions

248

Shares Held

61.4M

Call Options Held

Put Options Held

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About JP MORGAN ETF FD TR ACTIVE VAL

Ticker JAVA
Sector ETFs
Industry ETFs

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Geneos Wealth Management Inc. Jp Morgan ETF Fd Tr Active Val Transaction History