Geneos Wealth Management Inc. Spdr Ser Tr Spdr Portfolio Hig Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 69,232 shares of SPHY stock, worth $1.62 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

69,232

Previous 3,959 1648.72%

Holding current value

$1.62 Million

Previous $91,000 1729.67%

% of portfolio

0.06%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$23.04 - $24.06 $1.5 Million - $1.57 Million	65,273 Added 1648.72%	69,232 $1.67 Million
Q2 2024 Jul 23, 2024	SELL	$22.82 - $23.32 $7,964 - $8,138	-349 Reduced 8.1%	3,959 $91,000
Q1 2024 May 03, 2024	SELL	$23.14 - $23.52 $120,860 - $122,844	-5,223 Reduced 54.8%	4,308 $101,000
Q4 2023 Jan 26, 2024	BUY	$21.84 - $23.52 $67,201 - $72,371	3,077 Added 47.68%	9,531 $222,000
Q3 2023 Oct 11, 2023	BUY	$22.36 - $23.02 $2,526 - $2,601	113 Added 1.78%	6,454 $144,000
Q2 2023 Aug 08, 2023	BUY	$22.39 - $22.94 $133,018 - $136,286	5,941 Added 1485.25%	6,341 $144,000
Q4 2022 Jan 30, 2023	BUY	$21.71 - $23.0 $8,684 - $9,200	400 New	400 $8,000
Q3 2020 Sep 07, 2021	BUY	$24.5 - $25.64 $13,916 - $14,563	568 New	568 $14,000

Others Institutions Holding SPHY

# of Institutions

383

Shares Held

148M

Call Options Held

Put Options Held

View Full List

About SPDR SER TR SPDR PORTFOLIO HIG

Ticker SPHY
Sector ETFs
Industry ETFs

More about SPHY

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 Ser Tr Spdr Portfolio Hig Transaction History