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

Geneos Wealth Management Inc.

$2.6 Billion
Q3 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 $66,592. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,031

Previous 631 63.39%

Holding current value

$66,592

Previous $38,000 73.68%

% 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

9.76M

Call Options Held

Put Options Held

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About SPDR INDEX SHS FDS S SPDR PORT

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