Geneos Wealth Management Inc. Spdr S&P Kensho New Economies Transaction History

Geneos Wealth Management Inc.

$2.77 Billion
Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Spdr S&P Kensho New Economies stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 35,933 shares of KOMP stock, worth $1.91 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

35,933

Previous 32,806 9.53%

Holding current value

$1.91 Million

Previous $1.62 Million 12.86%

% of portfolio

0.07%

Previous 0.06%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$48.59 - $54.76 $151,940 - $171,234	3,127 Added 9.53%	35,933 $1.83 Million
Q3 2024 Nov 14, 2024	SELL	$44.44 - $50.42 $19,909 - $22,588	-448 Reduced 1.35%	32,806 $1.62 Million
Q2 2024 Jul 23, 2024	BUY	$43.76 - $48.01 $6,870 - $7,537	157 Added 0.47%	33,254 $1.53 Million
Q1 2024 May 03, 2024	SELL	$43.0 - $48.08 $23,435 - $26,203	-545 Reduced 1.62%	33,097 $1.59 Million
Q4 2023 Jan 26, 2024	SELL	$36.42 - $47.69 $15,624 - $20,459	-429 Reduced 1.26%	33,642 $1.57 Million
Q3 2023 Oct 11, 2023	BUY	$38.8 - $47.87 $6,479 - $7,994	167 Added 0.49%	34,071 $1.35 Million
Q2 2023 Aug 08, 2023	BUY	$40.03 - $44.6 $3,362 - $3,746	84 Added 0.25%	33,904 $1.51 Million
Q1 2023 Apr 25, 2023	BUY	$39.25 - $46.32 $103,188 - $121,775	2,629 Added 8.43%	33,820 $1.44 Million
Q4 2022 Jan 30, 2023	BUY	$37.67 - $42.95 $38,009 - $43,336	1,009 Added 3.34%	31,191 $1.23 Million
Q3 2022 Nov 14, 2022	SELL	$38.59 - $48.63 $929,826 - $1.17 Million	-24,095 Reduced 44.39%	30,182 $1.16 Million
Q2 2022 Jul 22, 2022	BUY	$39.65 - $53.22 $169,464 - $227,462	4,274 Added 8.55%	54,277 $0
Q1 2022 May 16, 2022	BUY	$46.39 - $59.58 $155,499 - $199,712	3,352 Added 7.19%	50,003 $2.6 Million
Q4 2021 Feb 09, 2022	BUY	$56.76 - $68.61 $26,677 - $32,246	470 Added 1.02%	46,651 $2.75 Million
Q3 2021 Nov 09, 2021	BUY	$60.6 - $66.49 $29,694 - $32,580	490 Added 1.07%	46,181 $2.84 Million
Q2 2021 Jul 08, 2021	BUY	$59.57 - $69.47 $64,156 - $74,819	1,077 Added 2.41%	45,691 $3.01 Million
Q1 2021 Jun 17, 2021	SELL	$57.18 - $75.6 $31,506 - $41,655	-551 Reduced 1.22%	44,614 $2.97 Million
Q4 2020 May 19, 2021	BUY	$43.25 - $58.29 $1.72 Million - $2.32 Million	39,877 Added 754.1%	45,165 $3.02 Million
Q3 2020 Sep 07, 2021	BUY	$37.5 - $44.35 $46,875 - $55,437	1,250 Added 30.96%	5,288 $219,000
Q2 2020 Sep 07, 2021	BUY	$26.71 - $38.09 $53,259 - $75,951	1,994 Added 97.55%	4,038 $144,000
Q1 2020 Sep 07, 2021	BUY	$24.34 - $39.48 $11,245 - $18,239	462 Added 29.2%	2,044 $57,000
Q4 2019 Sep 07, 2021	BUY	$32.0 - $36.13 $10,624 - $11,995	332 Added 26.56%	1,582 $57,000
Q3 2019 Sep 07, 2021	BUY	$33.04 - $34.37 $24,383 - $25,365	738 Added 144.14%	1,250 $41,000
Q2 2019 Sep 07, 2021	BUY	N/A	94 Added 22.49%	512 $17,000
Q1 2019 Sep 07, 2021	BUY	N/A	418 New	418 $13,000

Others Institutions Holding KOMP

# of Institutions

140

Shares Held

38.5M

Call Options Held

300

Put Options Held

6.4K

View Full List

About SPDR S&P KENSHO NEW ECONOMIES

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Geneos Wealth Management Inc. Spdr S&P Kensho New Economies Transaction History