A detailed history of Geneos Wealth Management Inc. transactions in Sun Life Financial Inc stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 391 shares of SLF stock, worth $23,276. This represents 0.0% of its overall portfolio holdings.

Number of Shares
391
Previous 391 -0.0%
Holding current value
$23,276
Previous $19,000 15.79%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 26, 2024

BUY
$44.74 - $52.25 $984 - $1,149
22 Added 5.96%
391 $20,000
Q1 2023

Apr 25, 2023

SELL
$44.09 - $51.42 $5,731 - $6,684
-130 Reduced 26.05%
369 $17,000
Q3 2022

Nov 14, 2022

SELL
$39.76 - $48.66 $27,832 - $34,062
-700 Reduced 58.38%
499 $19,000
Q2 2022

Jul 22, 2022

SELL
$44.37 - $55.82 $122,683 - $154,342
-2,765 Reduced 69.75%
1,199 $54,000
Q1 2022

May 16, 2022

BUY
$51.02 - $58.25 $6,632 - $7,572
130 Added 3.39%
3,964 $221,000
Q4 2021

Feb 09, 2022

SELL
$51.46 - $57.63 $31,339 - $35,096
-609 Reduced 13.71%
3,834 $213,000
Q2 2021

Jul 08, 2021

SELL
$50.05 - $54.71 $46,746 - $51,099
-934 Reduced 17.37%
4,443 $229,000
Q1 2021

Jun 17, 2021

SELL
$44.19 - $51.73 $74,857 - $87,630
-1,694 Reduced 23.96%
5,377 $290,000
Q4 2020

May 19, 2021

BUY
$38.96 - $45.81 $87,504 - $102,889
2,246 Added 46.55%
7,071 $245,000
Q2 2019

Sep 07, 2021

BUY
$38.86 - $41.53 $4,352 - $4,651
112 Added 2.38%
4,825 $199,000
Q1 2019

Sep 07, 2021

BUY
$33.02 - $38.99 $9,906 - $11,697
300 Added 6.8%
4,713 $181,000
Q3 2017

Sep 07, 2021

SELL
$37.46 - $39.89 $16,857 - $17,950
-450 Reduced 9.25%
4,413 $175,000
Q4 2016

Sep 07, 2021

SELL
N/A
-166 Reduced 3.3%
4,863 $186,000
Q2 2016

Sep 07, 2021

SELL
N/A
-365 Reduced 6.77%
5,029 $165,000
Q1 2016

Sep 07, 2021

BUY
N/A
5,394
5,394 $173,000

Others Institutions Holding SLF

About SUN LIFE FINANCIAL INC


  • Ticker SLF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 586,121,984
  • Market Cap $34.9B
  • Description
  • Sun Life Financial Inc., a financial services company, provides insurance, wealth, and asset management solutions to individuals and corporate clients worldwide. It offers term and permanent life, as well as personal health, dental, critical illness, long-term care, and disability insurance products. The company also provides reinsurance product...
More about SLF
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