Geneos Wealth Management Inc. Spdr Index Shs Fds S Spdr Port Transaction History

Geneos Wealth Management Inc.

$2.77 Billion
Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,031 shares of SPGM stock, worth $67,406. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,031

Previous 1,031 -0.0%

Holding current value

$67,406

Previous $66,000 1.52%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$57.85 - $64.92 $23,140 - $25,968	400 Added 63.39%	1,031 $66,000
Q2 2023 Aug 08, 2023	SELL	$49.47 - $52.62 $6,727 - $7,156	-136 Reduced 17.73%	631 $33,000
Q4 2022 Jan 30, 2023	SELL	$42.72 - $49.46 $853,759 - $988,458	-19,985 Reduced 96.3%	767 $35,000
Q3 2022 Nov 14, 2022	BUY	$42.78 - $50.95 $28,448 - $33,881	665 Added 3.31%	20,752 $887,000
Q2 2022 Jul 22, 2022	SELL	$44.97 - $55.51 $6.73 Million - $8.31 Million	-149,766 Reduced 88.17%	20,087 $0
Q1 2022 May 16, 2022	BUY	$50.64 - $58.29 $545,696 - $628,133	10,776 Added 6.77%	169,853 $9.31 Million
Q4 2021 Feb 09, 2022	BUY	$54.48 - $58.88 $6.73 Million - $7.27 Million	123,524 Added 347.44%	159,077 $9.2 Million
Q3 2021 Nov 09, 2021	BUY	$54.18 - $57.66 $22,863 - $24,332	422 Added 1.2%	35,553 $1.96 Million
Q2 2021 Jul 08, 2021	SELL	$52.95 - $55.77 $5.19 Million - $5.46 Million	-97,968 Reduced 73.61%	35,131 $1.96 Million
Q1 2021 Jun 17, 2021	BUY	$48.86 - $52.85 $32,980 - $35,673	675 Added 0.51%	133,099 $7.25 Million
Q4 2020 May 19, 2021	BUY	$42.03 - $49.28 $49,889 - $58,495	1,187 Added 0.9%	132,424 $6.98 Million
Q3 2020 Sep 07, 2021	BUY	$39.86 - $45.37 $12,476 - $14,200	313 Added 0.24%	131,237 $5.6 Million
Q2 2020 Sep 07, 2021	SELL	$32.02 - $41.32 $40,633 - $52,435	-1,269 Reduced 0.96%	130,924 $5.09 Million
Q1 2020 Sep 07, 2021	BUY	$29.16 - $44.16 $20,353 - $30,823	698 Added 0.53%	132,193 $4.43 Million
Q4 2019 Sep 07, 2021	BUY	$38.77 - $43.22 $5.1 Million - $5.68 Million	131,495 New	131,495 $5.66 Million

Others Institutions Holding SPGM

# of Institutions

140

Shares Held

9.87M

Call Options Held

Put Options Held

View Full List

About SPDR INDEX SHS FDS S SPDR PORT

Ticker SPGM
Sector ETFs
Industry ETFs

More about SPGM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Account

Geneos Wealth Management Inc. Spdr Index Shs Fds S Spdr Port Transaction History