Geneos Wealth Management Inc. Spdr Portfolio Long Term Treas Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 9,113 shares of SPTL stock, worth $244,410. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,113
Previous 12,824 28.94%
Holding current value
$244,410
Previous $372,000 36.02%
% of portfolio
0.01%
Previous 0.01%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
$26.05 - $29.17 $96,671 - $108,249
-3,711 Reduced 28.94%
9,113 $238,000
Q3 2024

Nov 14, 2024
BUY
$26.69 - $29.87 $22,926 - $25,658
859 Added 7.18%
12,824 $372,000
Q2 2024

Jul 23, 2024
SELL
$26.06 - $27.96 $27,310 - $29,302
-1,048 Reduced 8.05%
11,965 $325,000
Q1 2024

May 03, 2024
SELL
$27.25 - $28.98 $64,064 - $68,131
-2,351 Reduced 15.3%
13,013 $363,000
Q4 2023

Jan 26, 2024
BUY
$24.55 - $29.44 $112,684 - $135,129
4,590 Added 42.6%
15,364 $445,000
Q3 2023

Oct 11, 2023
BUY
$26.09 - $29.96 $8,609 - $9,886
330 Added 3.16%
10,774 $281,000
Q2 2023

Aug 08, 2023
SELL
$29.25 - $31.5 $30,127 - $32,445
-1,030 Reduced 8.98%
10,444 $312,000
Q1 2023

Apr 25, 2023
BUY
$28.88 - $31.49 $293,218 - $319,717
10,153 Added 768.58%
11,474 $354,000
Q4 2022

Jan 30, 2023
BUY
$27.04 - $31.56 $621 - $725
23 Added 1.77%
1,321 $38,000
Q1 2022

May 16, 2022
SELL
$36.82 - $41.14 $704,182 - $786,802
-19,125 Reduced 93.64%
1,298 $49,000
Q4 2021

Feb 09, 2022
SELL
$40.52 - $43.72 $45,422 - $49,010
-1,121 Reduced 5.2%
20,423 $860,000
Q3 2021

Nov 09, 2021
SELL
$41.23 - $43.27 $131,235 - $137,728
-3,183 Reduced 12.87%
21,544 $895,000
Q2 2021

Jul 08, 2021
BUY
$38.98 - $41.66 $21,984 - $23,496
564 Added 2.33%
24,727 $1.03 Million
Q1 2021

Jun 17, 2021
SELL
$38.5 - $45.06 $68,799 - $80,522
-1,787 Reduced 6.89%
24,163 $962,000
Q4 2020

May 19, 2021
SELL
$44.43 - $46.75 $493,706 - $519,486
-11,112 Reduced 29.98%
25,950 $1.02 Million
Q3 2020

Sep 07, 2021
BUY
$46.15 - $48.99 $841,129 - $892,891
18,226 Added 96.76%
37,062 $1.75 Million
Q2 2020

Sep 07, 2021
BUY
$44.77 - $48.87 $98,091 - $107,074
2,191 Added 13.16%
18,836 $891,000
Q1 2020

Sep 07, 2021
SELL
$39.27 - $49.27 $126,606 - $158,846
-3,224 Reduced 16.23%
16,645 $797,000
Q4 2019

Sep 07, 2021
BUY
$38.76 - $41.87 $66,163 - $71,472
1,707 Added 9.4%
19,869 $783,000
Q3 2019

Sep 07, 2021
SELL
$39.22 - $41.24 $106,011 - $111,471
-2,703 Reduced 12.95%
18,162 $743,000
Q2 2019

Sep 07, 2021
BUY
N/A
5,264 Added 33.74%
20,865 $796,000
Q1 2019

Sep 07, 2021
BUY
N/A
2,683 Added 20.77%
15,601 $567,000
Q4 2018

Sep 07, 2021
BUY
N/A
2,255 Added 21.15%
12,918 $450,000
Q3 2018

Sep 07, 2021
BUY
N/A
10,663 New
10,663 $360,000
Q2 2017

Sep 07, 2021
SELL
N/A
-200 Closed
0 $0
Q1 2017

Sep 07, 2021
SELL
N/A
-32 Reduced 13.79%
200 $13,000
Q4 2016

Sep 07, 2021
SELL
N/A
-200 Reduced 46.3%
232 $15,000
Q3 2016

Sep 07, 2021
BUY
N/A
253 Added 141.34%
432 $34,000
Q2 2016

Sep 07, 2021
BUY
N/A
179
179 $14,000

Others Institutions Holding SPTL

# of Institutions
479
Shares Held
364M
Call Options Held
40.7K
Put Options Held
12.7K
View Full List

About SPDR PORTFOLIO LONG TERM TREAS

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