Geneos Wealth Management Inc. Spdr Portfolio S&P 600 Small C Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 368,785 shares of SPSM stock, worth $16.8 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
368,785
Previous 357,982 3.02%
Holding current value
$16.8 Million
Previous $15.3 Million 12.01%
% of portfolio
0.45%
Previous 0.39%

Shares

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

Oct 22, 2025
BUY
$42.26 - $47.16 $456,534 - $509,469
10,803 Added 3.02%
368,785 $17.1 Million
Q2 2025

Aug 18, 2025
BUY
$35.35 - $42.68 $375,735 - $453,645
10,629 Added 3.06%
357,982 $15.3 Million
Q1 2025

May 21, 2025
SELL
$40.03 - $46.81 $559,018 - $653,701
-13,965 Reduced 3.87%
347,353 $14.2 Million
Q1 2025

May 07, 2025
BUY
$40.03 - $46.81 $1.36 Million - $1.59 Million
33,946 Added 10.37%
361,318 $14.7 Million
Q4 2024

Jan 21, 2025
BUY
$44.33 - $49.55 $1.09 Million - $1.22 Million
24,678 Added 8.15%
327,372 $14.7 Million
Q3 2024

Nov 14, 2024
BUY
$41.02 - $46.01 $653,038 - $732,479
15,920 Added 5.55%
302,694 $13.8 Million
Q2 2024

Jul 23, 2024
BUY
$39.75 - $43.15 $885,272 - $960,993
22,271 Added 8.42%
286,774 $11.9 Million
Q1 2024

May 03, 2024
BUY
$39.85 - $43.04 $746,390 - $806,139
18,730 Added 7.62%
264,503 $11.4 Million
Q4 2023

Jan 26, 2024
BUY
$34.3 - $42.83 $568,934 - $710,421
16,587 Added 7.24%
245,773 $10.4 Million
Q3 2023

Oct 11, 2023
BUY
$36.35 - $41.02 $521,295 - $588,267
14,341 Added 6.68%
229,186 $8.46 Million
Q2 2023

Aug 08, 2023
BUY
$35.57 - $38.94 $602,733 - $659,838
16,945 Added 8.56%
214,845 $8.34 Million
Q1 2023

Apr 25, 2023
BUY
$36.04 - $42.08 $1.17 Million - $1.36 Million
32,351 Added 19.54%
197,900 $7.47 Million
Q4 2022

Jan 30, 2023
BUY
$34.79 - $39.85 $579,810 - $664,140
16,666 Added 11.19%
165,549 $6.12 Million
Q3 2022

Nov 14, 2022
SELL
$33.99 - $41.52 $14,445 - $17,646
-425 Reduced 0.28%
148,883 $5.07 Million
Q2 2022

Jul 22, 2022
BUY
$34.83 - $42.53 $537,287 - $656,067
15,426 Added 11.52%
149,308 $0
Q1 2022

May 16, 2022
BUY
$39.91 - $45.5 $940,758 - $1.07 Million
23,572 Added 21.37%
133,882 $5.63 Million
Q4 2021

Feb 09, 2022
BUY
$42.23 - $46.94 $462,925 - $514,556
10,962 Added 11.03%
110,310 $4.93 Million
Q3 2021

Nov 09, 2021
BUY
$40.71 - $44.23 $333,903 - $362,774
8,202 Added 9.0%
99,348 $4.31 Million
Q2 2021

Jul 08, 2021
SELL
$41.43 - $45.3 $3.86 Million - $4.22 Million
-93,231 Reduced 50.57%
91,146 $3.99 Million
Q1 2021

Jun 17, 2021
SELL
$35.43 - $44.75 $189,373 - $239,188
-5,345 Reduced 2.82%
184,377 $7.94 Million
Q4 2020

May 19, 2021
BUY
$27.77 - $35.98 $3.68 Million - $4.77 Million
132,563 Added 231.92%
189,722 $3.79 Million
Q3 2020

Sep 07, 2021
BUY
$25.57 - $29.57 $154,775 - $178,987
6,053 Added 11.84%
57,159 $1.53 Million
Q2 2020

Sep 07, 2021
BUY
$19.87 - $29.39 $276,689 - $409,255
13,925 Added 37.45%
51,106 $1.29 Million
Q1 2020

Sep 07, 2021
BUY
$18.96 - $33.37 $158,126 - $278,305
8,340 Added 28.92%
37,181 $795,000
Q4 2019

Sep 07, 2021
BUY
$28.98 - $32.81 $43,498 - $49,247
1,501 Added 5.49%
28,841 $941,000
Q3 2019

Sep 07, 2021
BUY
$29.9 - $31.15 $27,149 - $28,284
908 Added 3.44%
27,340 $817,000
Q2 2019

Sep 07, 2021
SELL
N/A
-1,641 Reduced 5.85%
26,432 $809,000
Q1 2019

Sep 07, 2021
BUY
N/A
21,517 Added 328.2%
28,073 $848,000
Q4 2018

Sep 07, 2021
BUY
N/A
1,334 Added 25.55%
6,556 $171,000
Q3 2018

Sep 07, 2021
BUY
N/A
4,409 Added 542.31%
5,222 $173,000
Q2 2018

Sep 07, 2021
BUY
N/A
47 Added 6.14%
813 $26,000
Q1 2018

Sep 07, 2021
BUY
N/A
152 Added 24.76%
766 $22,000
Q4 2017

Sep 07, 2021
BUY
N/A
614
614 $18,000

Others Institutions Holding SPSM

# of Institutions
1,008
Shares Held
205M
Call Options Held
47K
Put Options Held
1.2K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

SPSM Quotes by TradingView
  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
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