A detailed history of Geneos Wealth Management Inc. transactions in Spdr Ser Tr Spdr Portfolio Int stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 8,563 shares of SPTI stock, worth $236,938. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,563
Previous 9,943 13.88%
Holding current value
$236,938
Previous $278,000 10.79%
% of portfolio
0.01%
Previous 0.01%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$27.8 - $29.26 $38,364 - $40,378
-1,380 Reduced 13.88%
8,563 $248,000
Q2 2024

Jul 23, 2024

SELL
$27.5 - $28.16 $6,050 - $6,195
-220 Reduced 2.16%
9,943 $278,000
Q1 2024

May 03, 2024

BUY
$27.94 - $28.64 $2,794 - $2,864
100 Added 0.99%
10,163 $286,000
Q3 2023

Oct 11, 2023

BUY
$27.44 - $28.48 $33,065 - $34,318
1,205 Added 13.6%
10,063 $277,000
Q2 2023

Aug 08, 2023

BUY
$28.28 - $29.26 $7,211 - $7,461
255 Added 2.96%
8,858 $250,000
Q3 2022

Nov 14, 2022

SELL
$27.87 - $30.06 $138,374 - $149,247
-4,965 Reduced 36.59%
8,603 $242,000
Q2 2022

Jul 22, 2022

BUY
$28.62 - $30.13 $9,330 - $9,822
326 Added 2.46%
13,568 $0
Q1 2022

May 16, 2022

BUY
$30.11 - $31.87 $26,406 - $27,949
877 Added 7.09%
13,242 $401,000
Q3 2021

Nov 09, 2021

BUY
$32.26 - $32.83 $80,004 - $81,418
2,480 Added 25.09%
12,365 $400,000
Q2 2021

Jul 08, 2021

BUY
$32.08 - $32.55 $32,882 - $33,363
1,025 Added 11.57%
9,885 $320,000
Q1 2021

Jun 17, 2021

SELL
$32.08 - $33.07 $962 - $992
-30 Reduced 0.34%
8,860 $285,000
Q4 2020

May 19, 2021

BUY
$32.89 - $33.24 $216,416 - $218,719
6,580 Added 284.85%
8,890 $286,000
Q3 2020

Sep 07, 2021

BUY
$33.14 - $33.38 $28,169 - $28,373
850 Added 58.22%
2,310 $76,000
Q2 2020

Sep 07, 2021

BUY
$32.86 - $33.23 $35,488 - $35,888
1,080 Added 284.21%
1,460 $48,000
Q4 2019

Sep 07, 2021

SELL
$30.86 - $31.54 $18,454 - $18,860
-598 Reduced 61.15%
380 $11,000
Q3 2019

Sep 07, 2021

SELL
$30.88 - $31.32 $172,897 - $175,360
-5,599 Reduced 85.13%
978 $30,000
Q2 2019

Sep 07, 2021

BUY
N/A
6,577 New
6,577 $406,000
Q2 2016

Sep 07, 2021

SELL
N/A
-1,135 Closed
0 $0
Q1 2016

Sep 07, 2021

BUY
N/A
1,135
1,135 $69,000

Others Institutions Holding SPTI

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