Geneos Wealth Management Inc. Pacer Fds Tr Benchmark Data & Transaction History

Geneos Wealth Management Inc.

$3.77 Billion
Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Pacer Fds Tr Benchmark Data & stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 4,945 shares of SRVR stock, worth $144,641. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,945

Previous 5,245 5.72%

Holding current value

$144,641

Previous $169,000 7.69%

% of portfolio

0.0%

Previous 0.0%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$30.4 - $33.62 $9,120 - $10,086	-300 Reduced 5.72%	4,945 $156,000
Q2 2025 Aug 18, 2025	SELL	$26.53 - $32.81 $2,785 - $3,445	-105 Reduced 1.96%	5,245 $169,000
Q1 2025 May 21, 2025	SELL	$28.69 - $31.94 $3,155 - $3,513	-110 Reduced 2.01%	5,350 $157,000
Q1 2025 May 07, 2025	SELL	$28.69 - $31.94 $8,893 - $9,901	-310 Reduced 5.37%	5,460 $160,000
Q4 2024 Jan 21, 2025	SELL	$29.34 - $32.61 $5,369 - $5,967	-183 Reduced 3.07%	5,770 $172,000

Q3 2024 Nov 14, 2024	SELL	$27.19 - $32.45 $1,413 - $1,687	-52 Reduced 0.87%	5,953 $191,000
Q2 2024 Jul 23, 2024	SELL	$25.95 - $28.32 $13,805 - $15,066	-532 Reduced 8.14%	6,005 $164,000
Q1 2024 May 03, 2024	BUY	$27.9 - $30.01 $1,841 - $1,980	66 Added 1.02%	6,537 $187,000
Q4 2023 Jan 26, 2024	BUY	$24.18 - $29.94 $6,939 - $8,592	287 Added 4.64%	6,471 $192,000
Q3 2023 Oct 11, 2023	SELL	$25.28 - $30.13 $123,113 - $146,733	-4,870 Reduced 44.06%	6,184 $160,000
Q2 2023 Aug 08, 2023	SELL	$27.46 - $30.07 $29,244 - $32,024	-1,065 Reduced 8.79%	11,054 $322,000
Q1 2023 Apr 25, 2023	SELL	$28.16 - $32.76 $44,408 - $51,662	-1,577 Reduced 11.51%	12,119 $359,000
Q4 2022 Jan 30, 2023	SELL	$26.27 - $30.94 $178,268 - $209,958	-6,786 Reduced 33.13%	13,696 $397,000
Q3 2022 Nov 14, 2022	SELL	$28.45 - $37.5 $28,876 - $38,062	-1,015 Reduced 4.72%	20,482 $586,000
Q2 2022 Jul 22, 2022	SELL	$32.66 - $40.41 $16,362 - $20,245	-501 Reduced 2.28%	21,497 $0
Q1 2022 May 16, 2022	SELL	$35.08 - $42.85 $20,311 - $24,810	-579 Reduced 2.56%	21,998 $858,000
Q4 2021 Feb 09, 2022	BUY	$38.19 - $43.28 $22,914 - $25,968	600 Added 2.73%	22,577 $977,000
Q3 2021 Nov 09, 2021	BUY	$38.92 - $43.2 $23,546 - $26,136	605 Added 2.83%	21,977 $859,000
Q2 2021 Jul 08, 2021	SELL	$36.41 - $41.53 $2,439 - $2,782	-67 Reduced 0.31%	21,372 $864,000
Q4 2020 May 19, 2021	BUY	$34.07 - $36.95 $106,230 - $115,210	3,118 Added 17.02%	21,439 $772,000
Q3 2020 Sep 07, 2021	BUY	$34.18 - $37.76 $100,420 - $110,938	2,938 Added 19.1%	18,321 $639,000
Q2 2020 Sep 07, 2021	BUY	$29.36 - $35.96 $87,492 - $107,160	2,980 Added 24.03%	15,383 $533,000
Q1 2020 Sep 07, 2021	BUY	$24.56 - $36.82 $60,736 - $91,055	2,473 Added 24.9%	12,403 $367,000
Q4 2019 Sep 07, 2021	BUY	$30.15 - $32.65 $27,135 - $29,385	900 Added 9.97%	9,930 $322,000
Q3 2019 Sep 07, 2021	BUY	$31.06 - $32.5 $76,252 - $79,787	2,455 Added 37.34%	9,030 $288,000
Q2 2019 Sep 07, 2021	BUY	N/A	6,575 New	6,575 $194,000

Others Institutions Holding SRVR

# of Institutions

114

Shares Held

9.36M

Call Options Held

Put Options Held

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Geneos Wealth Management Inc. Pacer Fds Tr Benchmark Data & Transaction History