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

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

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 7,571 shares of SPGM stock, worth $575,320. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,571
Previous 4,331 74.81%
Holding current value
$575,320
Previous $298,000 90.27%
% of portfolio
0.02%
Previous 0.01%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$68.95 - $75.02 $223,398 - $243,064
3,240 Added 74.81%
7,571 $567,000
Q2 2025

Aug 18, 2025
BUY
$55.5 - $69.0 $183,150 - $227,700
3,300 Added 320.08%
4,331 $298,000
Q1 2025

May 21, 2025
SELL
$61.91 - $66.79 $47,175 - $50,893
-762 Reduced 42.5%
1,031 $64,000
Q1 2025

May 07, 2025
BUY
$61.91 - $66.79 $47,175 - $50,893
762 Added 73.91%
1,793 $111,000
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
162
Shares Held
9.66M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR INDEX SHS FDS S SPDR PORT

SPGM Quotes by TradingView
  • Ticker SPGM
  • Sector ETFs
  • Industry ETFs
More about SPGM
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email