Geneos Wealth Management Inc. Vaneck ETF Tr Morningstar Esg Transaction History

Geneos Wealth Management Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$28.16 - $30.02 $28,160 - $30,020	-1,000 Reduced 93.02%	75 $2,000
Q3 2024 Nov 14, 2024	SELL	$26.05 - $28.95 $5,210 - $5,790	-200 Reduced 15.69%	1,075 $31,000
Q1 2024 May 03, 2024	SELL	$24.88 - $27.13 $7,464 - $8,139	-300 Reduced 19.05%	1,275 $34,000
Q1 2023 Apr 25, 2023	SELL	$0.0 - $24.22 $0 - $16,954	-700 Reduced 30.77%	1,575 $36,000
Q4 2022 Jan 30, 2023	BUY	$19.73 - $23.28 $1,479 - $1,746	75 Added 3.41%	2,275 $49,000

Q3 2022 Nov 14, 2022	SELL	$19.94 - $24.22 $6,480 - $7,871	-325 Reduced 12.87%	2,200 $43,000
Q1 2022 May 16, 2022	BUY	$22.81 - $27.08 $57,595 - $68,377	2,525 New	2,525 $62,000

8.96K

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