Geneos Wealth Management Inc. Spdr Dow Jones Global Real Est Transaction History

Geneos Wealth Management Inc.

$2.77 Billion
Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Spdr Dow Jones Global Real Est stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 558 shares of RWO stock, worth $24,300. This represents 0.0% of its overall portfolio holdings.

Number of Shares

558

Previous 215 159.53%

Holding current value

$24,300

Previous $10,000 130.0%

% of portfolio

0.0%

Previous 0.0%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$42.41 - $47.31 $14,546 - $16,227	343 Added 159.53%	558 $23,000
Q3 2024 Nov 14, 2024	SELL	$41.23 - $48.48 $20,615 - $24,240	-500 Reduced 69.93%	215 $10,000
Q2 2023 Aug 08, 2023	SELL	$39.37 - $41.91 $22,440 - $23,888	-570 Reduced 44.36%	715 $29,000
Q4 2022 Jan 30, 2023	SELL	$37.13 - $43.08 $12,995 - $15,078	-350 Reduced 21.41%	1,285 $52,000
Q3 2022 Nov 14, 2022	SELL	$38.05 - $48.79 $13,051 - $16,734	-343 Reduced 17.34%	1,635 $63,000
Q3 2021 Nov 09, 2021	BUY	$51.06 - $55.26 $17,513 - $18,954	343 Added 20.98%	1,978 $102,000
Q2 2021 Jul 08, 2021	SELL	$47.97 - $53.8 $497,257 - $557,690	-10,366 Reduced 86.38%	1,635 $84,000
Q1 2021 Jun 17, 2021	SELL	$43.07 - $47.99 $28,770 - $32,057	-668 Reduced 5.27%	12,001 $603,000
Q4 2020 May 19, 2021	BUY	$37.87 - $45.0 $423,538 - $503,280	11,184 Added 753.13%	12,669 $70,000
Q4 2019 Sep 07, 2021	SELL	$50.59 - $53.39 $14,013 - $14,789	-277 Reduced 15.72%	1,485 $76,000
Q2 2019 Sep 07, 2021	BUY	N/A	500 Added 39.62%	1,762 $87,000
Q1 2019 Sep 07, 2021	SELL	N/A	-541 Reduced 30.01%	1,262 $63,000
Q4 2018 Sep 07, 2021	SELL	N/A	-338 Reduced 15.79%	1,803 $79,000
Q3 2018 Sep 07, 2021	BUY	N/A	963 Added 81.75%	2,141 $101,000
Q2 2018 Sep 07, 2021	BUY	N/A	215 Added 22.33%	1,178 $56,000
Q1 2018 Sep 07, 2021	SELL	N/A	-340 Reduced 26.09%	963 $44,000
Q4 2017 Sep 07, 2021	BUY	N/A	426 Added 48.57%	1,303 $63,000
Q3 2017 Sep 07, 2021	BUY	N/A	58 Added 7.08%	877 $41,000
Q2 2017 Sep 07, 2021	BUY	N/A	155 Added 23.34%	819 $39,000
Q1 2017 Sep 07, 2021	SELL	N/A	-20,033 Reduced 96.79%	664 $31,000
Q4 2016 Sep 07, 2021	SELL	N/A	-1,402 Reduced 6.34%	20,697 $969,000
Q3 2016 Sep 07, 2021	SELL	N/A	-2,925 Reduced 11.69%	22,099 $1.1 Million
Q2 2016 Sep 07, 2021	SELL	N/A	-4,303 Reduced 14.67%	25,024 $1.26 Million
Q1 2016 Sep 07, 2021	BUY	N/A	29,327	29,327 $1.43 Million

Others Institutions Holding RWO

# of Institutions

218

Shares Held

19.2M

Call Options Held

Put Options Held

7.8K

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About SPDR DOW JONES GLOBAL REAL EST

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Geneos Wealth Management Inc. Spdr Dow Jones Global Real Est Transaction History