Geneos Wealth Management Inc. Spdr Ser Tr Spdr Ice Pfd Sec E Transaction History

Geneos Wealth Management Inc.

$2.77 Billion
Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Spdr Ser Tr Spdr Ice Pfd Sec E stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 7,120 shares of PSK stock, worth $237,665. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,120

Previous 7,382 3.55%

Holding current value

$237,665

Previous $263,000 11.03%

% of portfolio

0.01%

Previous 0.01%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$32.75 - $35.81 $8,580 - $9,382	-262 Reduced 3.55%	7,120 $234,000
Q3 2024 Nov 14, 2024	BUY	$33.58 - $35.96 $604 - $647	18 Added 0.24%	7,382 $263,000
Q2 2024 Jul 23, 2024	BUY	$32.98 - $34.74 $2,902 - $3,057	88 Added 1.21%	7,364 $249,000
Q1 2024 May 03, 2024	SELL	$33.52 - $35.27 $13,575 - $14,284	-405 Reduced 5.27%	7,276 $253,000
Q4 2023 Jan 26, 2024	SELL	$30.17 - $33.89 $26,097 - $29,314	-865 Reduced 10.12%	7,681 $257,000
Q3 2023 Oct 11, 2023	SELL	$32.3 - $33.77 $10,981 - $11,481	-340 Reduced 3.83%	8,546 $277,000
Q2 2023 Aug 08, 2023	BUY	$31.88 - $34.63 $57,511 - $62,472	1,804 Added 25.47%	8,886 $297,000
Q1 2023 Apr 25, 2023	BUY	$32.33 - $37.04 $19,721 - $22,594	610 Added 9.43%	7,082 $240,000
Q4 2022 Jan 30, 2023	BUY	$32.04 - $35.12 $38,608 - $42,319	1,205 Added 22.88%	6,472 $212,000
Q3 2022 Nov 14, 2022	BUY	$34.21 - $38.59 $8,963 - $10,110	262 Added 5.23%	5,267 $183,000
Q2 2022 Jul 22, 2022	SELL	$34.49 - $38.69 $34,490 - $38,690	-1,000 Reduced 16.65%	5,005 $0
Q4 2021 Feb 09, 2022	SELL	$42.1 - $43.53 $838,421 - $866,899	-19,915 Reduced 76.83%	6,005 $257,000
Q3 2021 Nov 09, 2021	BUY	$43.1 - $44.18 $48,142 - $49,349	1,117 Added 4.5%	25,920 $1.12 Million
Q2 2021 Jul 08, 2021	BUY	$42.87 - $44.22 $251,861 - $259,792	5,875 Added 31.04%	24,803 $1.09 Million
Q1 2021 Jun 17, 2021	SELL	$42.16 - $44.09 $62,902 - $65,782	-1,492 Reduced 7.31%	18,928 $824,000
Q4 2020 May 19, 2021	BUY	$43.06 - $44.41 $701,232 - $723,216	16,285 Added 393.83%	20,420 $884,000
Q3 2020 Sep 07, 2021	BUY	$41.62 - $43.91 $16,648 - $17,564	400 Added 10.71%	4,135 $179,000
Q4 2019 Sep 07, 2021	BUY	$43.17 - $44.38 $21,585 - $22,190	500 Added 15.46%	3,735 $164,000
Q3 2019 Sep 07, 2021	BUY	$43.42 - $44.18 $30,394 - $30,926	700 Added 27.61%	3,235 $142,000
Q2 2019 Sep 07, 2021	BUY	N/A	860 Added 51.34%	2,535 $109,000
Q1 2019 Sep 07, 2021	SELL	N/A	-75 Reduced 4.29%	1,675 $71,000
Q3 2018 Sep 07, 2021	BUY	N/A	775 Added 79.49%	1,750 $74,000
Q1 2017 Sep 07, 2021	SELL	N/A	-58 Reduced 5.61%	975 $42,000
Q3 2016 Sep 07, 2021	SELL	N/A	-262 Reduced 20.23%	1,033 $46,000
Q2 2016 Sep 07, 2021	SELL	N/A	-1,304 Reduced 50.17%	1,295 $59,000
Q1 2016 Sep 07, 2021	BUY	N/A	2,599	2,599 $116,000

Others Institutions Holding PSK

# of Institutions

179

Shares Held

13.1M

Call Options Held

Put Options Held

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About SPDR SER TR SPDR ICE PFD SEC E

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Geneos Wealth Management Inc. Spdr Ser Tr Spdr Ice Pfd Sec E Transaction History