Geneos Wealth Management Inc. Piper Sandler Companies Transaction History

Geneos Wealth Management Inc.

$3.77 Billion
Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Piper Sandler Companies stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 159 shares of PIPR stock, worth $52,193. This represents 0.0% of its overall portfolio holdings.

Number of Shares

159

Previous 217 26.73%

Holding current value

$52,193

Previous $60,000 8.33%

% of portfolio

0.0%

Previous 0.0%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$284.8 - $369.4 $16,518 - $21,425	-58 Reduced 26.73%	159 $55,000
Q2 2025 Aug 18, 2025	BUY	$210.78 - $281.82 $9,906 - $13,245	47 Added 27.65%	217 $60,000
Q1 2025 May 21, 2025	SELL	$244.29 - $323.68 $4,885 - $6,473	-20 Reduced 10.53%	170 $42,000
Q1 2025 May 07, 2025	BUY	$244.29 - $323.68 $18,077 - $23,952	74 Added 63.79%	190 $47,000
Q4 2024 Jan 21, 2025	BUY	$280.53 - $348.81 $2,524 - $3,139	9 Added 8.41%	116 $34,000

Q3 2024 Nov 14, 2024	BUY	$230.9 - $287.51 $2,309 - $2,875	10 Added 10.31%	107 $30,000
Q4 2023 Jan 26, 2024	SELL	$131.83 - $177.89 $6,591 - $8,894	-50 Reduced 34.01%	97 $16,000
Q3 2023 Oct 11, 2023	BUY	$127.04 - $152.72 $7,876 - $9,468	62 Added 72.94%	147 $21,000
Q2 2023 Aug 08, 2023	BUY	$123.52 - $141.79 $6,176 - $7,089	50 Added 142.86%	85 $10,000
Q4 2022 Jan 30, 2023	SELL	$106.05 - $148.66 $1,378 - $1,932	-13 Reduced 27.08%	35 $4,000
Q3 2022 Nov 14, 2022	SELL	$103.6 - $132.94 $19,684 - $25,258	-190 Reduced 79.83%	48 $5,000
Q2 2022 Jul 22, 2022	BUY	$109.5 - $131.79 $1,423 - $1,713	13 Added 5.78%	238 $26,000
Q1 2022 May 16, 2022	SELL	$123.72 - $184.49 $17,568 - $26,197	-142 Reduced 38.69%	225 $29,000
Q2 2021 Jul 08, 2021	SELL	$112.45 - $135.11 $224 - $270	-2 Reduced 0.54%	367 $47,000
Q1 2021 Jun 17, 2021	BUY	$91.33 - $123.0 $182 - $246	2 Added 0.54%	369 $42,000
Q3 2020 Sep 07, 2021	SELL	$55.39 - $77.4 $3,212 - $4,489	-58 Reduced 13.65%	367 $25,000
Q1 2020 Sep 07, 2021	SELL	$34.25 - $86.79 $68 - $173	-2 Reduced 0.47%	425 $21,000
Q3 2019 Sep 07, 2021	BUY	$70.14 - $78.38 $2,454 - $2,743	35 Added 8.93%	427 $32,000
Q4 2018 Sep 07, 2021	BUY	$61.91 - $76.55 $61 - $76	1 Added 0.26%	392 $25,000
Q1 2018 Sep 07, 2021	BUY	$80.2 - $99.7 $80 - $99	1 Added 0.26%	391 $32,000
Q4 2017 Sep 07, 2021	BUY	$59.75 - $86.85 $59 - $86	1 Added 0.26%	390 $33,000
Q3 2017 Sep 07, 2021	SELL	$53.0 - $63.85 $159 - $191	-3 Reduced 0.77%	389 $23,000
Q2 2017 Sep 07, 2021	SELL	N/A	-10 Reduced 2.49%	392 $23,000
Q1 2017 Sep 07, 2021	BUY	N/A	197 Added 96.1%	402 $25,000
Q3 2016 Sep 07, 2021	BUY	N/A	14 Added 7.33%	205 $9,000
Q2 2016 Sep 07, 2021	SELL	N/A	-50 Reduced 20.75%	191 $7,000
Q1 2016 Sep 07, 2021	BUY	N/A	241	241 $11,000

Others Institutions Holding PIPR

# of Institutions

418

Shares Held

14.5M

Call Options Held

60.7K

Put Options Held

17K

View Full List

About PIPER SANDLER COMPANIES

Ticker PIPR
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 13,700,000
Market Cap $4.5B
Description
Piper Sandler Companies operates as an investment bank and institutional securities firm that serves corporations, private equity groups, public entities, non-profit entities, and institutional investors in the United States and internationally. The company offers investment banking and institutional sales, trading, and research services for var...

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Geneos Wealth Management Inc. Piper Sandler Companies Transaction History