Geneos Wealth Management Inc. Global X Fds Global X Lithium Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Global X Fds Global X Lithium stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,592 shares of LIT stock, worth $102,047. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,592
Previous 1,728 50.0%
Holding current value
$102,047
Previous $75,000 40.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 21, 2025
BUY
$40.78 - $48.97 $35,233 - $42,310
864 Added 50.0%
2,592 $105,000
Q3 2024

Nov 14, 2024
SELL
$35.01 - $43.59 $9,487 - $11,812
-271 Reduced 13.56%
1,728 $75,000
Q2 2024

Jul 23, 2024
SELL
$38.81 - $46.64 $2,755 - $3,311
-71 Reduced 3.43%
1,999 $77,000
Q1 2024

May 03, 2024
BUY
$39.45 - $50.29 $4,418 - $5,632
112 Added 5.72%
2,070 $93,000
Q4 2023

Jan 26, 2024
SELL
$45.87 - $54.17 $10,458 - $12,350
-228 Reduced 10.43%
1,958 $99,000
Q3 2023

Oct 11, 2023
SELL
$53.74 - $68.84 $15,423 - $19,757
-287 Reduced 11.61%
2,186 $120,000
Q2 2023

Aug 08, 2023
SELL
$58.13 - $66.31 $14,474 - $16,511
-249 Reduced 9.15%
2,473 $160,000
Q1 2023

Apr 25, 2023
SELL
$57.94 - $72.34 $9,154 - $11,429
-158 Reduced 5.49%
2,722 $172,000
Q3 2022

Nov 14, 2022
SELL
$66.09 - $81.79 $28,088 - $34,760
-425 Reduced 12.86%
2,880 $190,000
Q2 2022

Jul 22, 2022
BUY
$61.71 - $80.05 $9,256 - $12,007
150 Added 4.75%
3,305 $0
Q1 2022

May 16, 2022
SELL
$66.06 - $85.93 $142,953 - $185,952
-2,164 Reduced 40.68%
3,155 $242,000
Q4 2021

Feb 09, 2022
SELL
$78.69 - $96.31 $613,309 - $750,640
-7,794 Reduced 59.44%
5,319 $449,000
Q3 2021

Nov 09, 2021
BUY
$72.05 - $87.02 $251,166 - $303,351
3,486 Added 36.21%
13,113 $1.07 Million
Q2 2021

Jul 08, 2021
SELL
$58.04 - $72.46 $183,638 - $229,263
-3,164 Reduced 24.74%
9,627 $693,000
Q1 2021

Jun 17, 2021
BUY
$55.15 - $74.31 $545,212 - $734,628
9,886 Added 340.31%
12,791 $813,000
Q4 2020

May 19, 2021
BUY
$40.07 - $62.31 $89,356 - $138,951
2,230 Added 330.37%
2,905 $129,000
Q3 2020

Sep 07, 2021
SELL
$31.86 - $40.85 $1,593 - $2,042
-50 Reduced 6.9%
675 $25,000
Q2 2020

Sep 07, 2021
SELL
$20.32 - $32.74 $2,032 - $3,274
-100 Reduced 12.12%
725 $22,000
Q1 2020

Sep 07, 2021
SELL
$18.13 - $33.61 $11,585 - $21,476
-639 Reduced 43.65%
825 $17,000
Q4 2019

Sep 07, 2021
SELL
$23.53 - $27.66 $3,058 - $3,595
-130 Reduced 8.16%
1,464 $40,000
Q3 2019

Sep 07, 2021
BUY
$24.24 - $25.22 $24 - $25
1 Added 0.06%
1,594 $38,000
Q2 2019

Sep 07, 2021
SELL
N/A
-538 Reduced 25.25%
1,593 $41,000
Q1 2019

Sep 07, 2021
BUY
N/A
609 Added 40.01%
2,131 $60,000
Q4 2018

Sep 07, 2021
SELL
N/A
-838 Reduced 35.51%
1,522 $40,000
Q3 2018

Sep 07, 2021
SELL
N/A
-438 Reduced 15.65%
2,360 $77,000
Q2 2018

Sep 07, 2021
BUY
N/A
49 Added 1.78%
2,798 $91,000
Q1 2018

Sep 07, 2021
BUY
N/A
876 Added 46.77%
2,749 $90,000
Q4 2017

Sep 07, 2021
BUY
N/A
25 Added 1.35%
1,873 $72,000
Q3 2017

Sep 07, 2021
BUY
N/A
800 Added 76.34%
1,848 $69,000
Q2 2017

Sep 07, 2021
BUY
N/A
748 Added 249.33%
1,048 $30,000
Q3 2016

Sep 07, 2021
BUY
N/A
100 Added 50.0%
300 $7,000
Q2 2016

Sep 07, 2021
SELL
N/A
-287 Reduced 58.93%
200 $5,000
Q1 2016

Sep 07, 2021
BUY
N/A
487
487 $10,000

Others Institutions Holding LIT

# of Institutions
321
Shares Held
5.07M
Call Options Held
364K
Put Options Held
259K
View Full List

About GLOBAL X FDS GLOBAL X LITHIUM

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