Geneos Wealth Management Inc. Spdr Portfolio Intermediate Te Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 84,028 shares of SPIB stock, worth $2.75 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

84,028

Previous 92,782 9.44%

Holding current value

$2.75 Million

Previous $3.02 Million 6.23%

% of portfolio

0.11%

Previous 0.13%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$32.36 - $33.78 $283,279 - $295,710	-8,754 Reduced 9.44%	84,028 $2.83 Million
Q2 2024 Jul 23, 2024	BUY	$32.02 - $32.68 $12,711 - $12,973	397 Added 0.43%	92,782 $3.02 Million
Q1 2024 May 03, 2024	BUY	$32.38 - $32.91 $246,347 - $250,379	7,608 Added 8.97%	92,385 $3.02 Million
Q4 2023 Jan 26, 2024	BUY	$30.91 - $32.89 $318,651 - $339,063	10,309 Added 13.84%	84,777 $2.78 Million
Q3 2023 Oct 11, 2023	BUY	$31.4 - $32.25 $267,779 - $275,028	8,528 Added 12.93%	74,468 $2.34 Million
Q2 2023 Aug 08, 2023	BUY	$31.95 - $32.66 $682,260 - $697,421	21,354 Added 47.89%	65,940 $2.12 Million
Q1 2023 Apr 25, 2023	BUY	$31.67 - $32.83 $93,236 - $96,651	2,944 Added 7.07%	44,586 $1.45 Million
Q4 2022 Jan 30, 2023	BUY	$30.74 - $32.36 $74,974 - $78,926	2,439 Added 6.22%	41,642 $1.33 Million
Q3 2022 Nov 14, 2022	SELL	$31.11 - $33.37 $125,311 - $134,414	-4,028 Reduced 9.32%	39,203 $1.23 Million
Q2 2022 Jul 22, 2022	BUY	$32.03 - $34.08 $282,216 - $300,278	8,811 Added 25.6%	43,231 $0
Q1 2022 May 16, 2022	BUY	$33.91 - $36.04 $118,888 - $126,356	3,506 Added 11.34%	34,420 $1.18 Million
Q4 2021 Feb 09, 2022	BUY	$35.97 - $36.6 $171,828 - $174,838	4,777 Added 18.28%	30,914 $1.12 Million
Q3 2021 Nov 09, 2021	BUY	$36.52 - $36.95 $125,446 - $126,923	3,435 Added 15.13%	26,137 $956,000
Q2 2021 Jul 08, 2021	SELL	$36.19 - $36.73 $464,317 - $471,245	-12,830 Reduced 36.11%	22,702 $832,000
Q1 2021 Jun 17, 2021	BUY	$36.13 - $37.14 $139,172 - $143,063	3,852 Added 12.16%	35,532 $1.3 Million
Q4 2020 May 19, 2021	BUY	$36.68 - $37.18 $606,173 - $614,436	16,526 Added 109.05%	31,680 $628,000
Q3 2020 Sep 07, 2021	BUY	$36.54 - $37.05 $17,904 - $18,154	490 Added 3.34%	15,154 $555,000
Q2 2020 Sep 07, 2021	BUY	$33.74 - $36.53 $58,032 - $62,831	1,720 Added 13.29%	14,664 $533,000
Q1 2020 Sep 07, 2021	SELL	$30.81 - $36.22 $3.99 Million - $4.69 Million	-129,519 Reduced 90.91%	12,944 $435,000
Q4 2019 Sep 07, 2021	SELL	$35.06 - $35.42 $111,666 - $112,812	-3,185 Reduced 2.19%	142,463 $5.03 Million
Q3 2019 Sep 07, 2021	BUY	$34.9 - $35.28 $85,749 - $86,682	2,457 Added 1.72%	145,648 $5.13 Million
Q2 2019 Sep 07, 2021	BUY	N/A	47,035 Added 48.92%	143,191 $5 Million
Q1 2019 Sep 07, 2021	BUY	N/A	2,905 Added 3.12%	96,156 $3.29 Million
Q4 2018 Sep 07, 2021	BUY	N/A	152 Added 0.16%	93,251 $3.08 Million
Q3 2018 Sep 07, 2021	BUY	N/A	81,255 Added 686.04%	93,099 $3.1 Million
Q2 2018 Sep 07, 2021	BUY	N/A	150 Added 1.28%	11,844 $394,000
Q1 2018 Sep 07, 2021	BUY	N/A	1,205 Added 11.49%	11,694 $392,000
Q4 2017 Sep 07, 2021	BUY	N/A	3,640 Added 53.15%	10,489 $358,000
Q2 2017 Sep 07, 2021	BUY	N/A	900 Added 15.13%	6,849 $235,000
Q1 2017 Sep 07, 2021	SELL	N/A	-73 Reduced 1.21%	5,949 $203,000
Q3 2016 Sep 07, 2021	SELL	N/A	-334 Reduced 5.25%	6,022 $210,000
Q2 2016 Sep 07, 2021	SELL	N/A	-1,658 Reduced 20.69%	6,356 $221,000
Q1 2016 Sep 07, 2021	BUY	N/A	8,014	8,014 $274,000

Others Institutions Holding SPIB

# of Institutions

536

Shares Held

214M

Call Options Held

300

Put Options Held

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About SPDR PORTFOLIO INTERMEDIATE TE

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Geneos Wealth Management Inc. Spdr Portfolio Intermediate Te Transaction History