Geneos Wealth Management Inc. Vanguard S&P Small Cap 600 Gro Transaction History

Geneos Wealth Management Inc.

$2.77 Billion
Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Vanguard S&P Small Cap 600 Gro stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 32 shares of VIOG stock, worth $3,668. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 32 -0.0%

Holding current value

$3,668

Previous $3,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 25, 2023	BUY	$91.22 - $207.34 $1,459 - $3,317	16 Added 100.0%	32 $3,000
Q1 2021 Jun 17, 2021	BUY	$97.58 - $115.93 $1,561 - $1,854	16 New	16 $3,000
Q4 2020 May 19, 2021	SELL	$77.05 - $99.39 $7,705 - $9,939	-100 Closed	0 $0
Q1 2020 Sep 07, 2021	SELL	$51.34 - $85.72 $50,261 - $83,919	-979 Reduced 90.73%	100 $11,000
Q1 2019 Sep 07, 2021	SELL	N/A	-154 Reduced 12.49%	1,079 $165,000
Q4 2018 Sep 07, 2021	SELL	N/A	-33 Reduced 2.61%	1,233 $169,000
Q3 2018 Sep 07, 2021	BUY	N/A	164 Added 14.88%	1,266 $219,000
Q2 2018 Sep 07, 2021	BUY	N/A	35 Added 3.28%	1,102 $178,000
Q4 2017 Sep 07, 2021	BUY	N/A	100 Added 10.34%	1,067 $155,000
Q3 2017 Sep 07, 2021	BUY	N/A	402 Added 71.15%	967 $136,000
Q2 2017 Sep 07, 2021	BUY	N/A	200 Added 54.79%	565 $75,000
Q1 2017 Sep 07, 2021	BUY	N/A	365	365 $47,000

Others Institutions Holding VIOG

# of Institutions

170

Shares Held

3.33M

Call Options Held

2.3K

Put Options Held

View Full List

About VANGUARD S&P SMALL CAP 600 GRO

Ticker VIOG
Sector ETFs
Industry ETFs

More about VIOG

Track This Portfolio

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.

Account

Geneos Wealth Management Inc. Vanguard S&P Small Cap 600 Gro Transaction History