Geneos Wealth Management Inc. Vanguard Sht Trm Inflt Prot Fd Transaction History

Geneos Wealth Management Inc.

$3.77 Billion
Q3 2025

37 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	SELL	$49.57 - $50.27 $341,537 - $346,360	-6,890 Reduced 7.6%	83,827 $4.21 Million
Q1 2025 May 21, 2025	SELL	$48.43 - $49.9 $587,698 - $605,536	-12,135 Reduced 11.8%	90,717 $4.53 Million
Q1 2025 May 07, 2025	BUY	$48.43 - $49.9 $4.12 Million - $4.24 Million	85,047 Added 477.66%	102,852 $5.13 Million
Q4 2024 Jan 21, 2025	SELL	$48.33 - $49.08 $249,092 - $252,958	-5,154 Reduced 22.45%	17,805 $862,000
Q3 2024 Nov 14, 2024	BUY	$48.06 - $49.39 $1.1 Million - $1.13 Million	22,883 Added 30109.21%	22,959 $1.13 Million

Q2 2024 Jul 23, 2024	SELL	$47.74 - $48.54 $1,050 - $1,067	-22 Reduced 22.45%	76 $3,000
Q1 2024 May 03, 2024	SELL	$47.38 - $47.91 $4,738 - $4,791	-100 Reduced 50.51%	98 $4,000
Q4 2023 Jan 26, 2024	SELL	$46.72 - $48.12 $1.6 Million - $1.65 Million	-34,199 Reduced 99.42%	198 $9,000
Q3 2023 Oct 11, 2023	SELL	$46.9 - $47.47 $321,405 - $325,311	-6,853 Reduced 16.61%	34,397 $1.63 Million
Q2 2023 Aug 08, 2023	SELL	$47.37 - $48.0 $36,995 - $37,488	-781 Reduced 1.86%	41,250 $1.96 Million
Q1 2023 Apr 25, 2023	BUY	$46.62 - $47.83 $32,167 - $33,002	690 Added 1.67%	42,031 $2.01 Million
Q4 2022 Jan 30, 2023	BUY	$46.71 - $48.22 $29,100 - $30,041	623 Added 1.53%	41,341 $1.93 Million
Q3 2022 Nov 14, 2022	SELL	$48.11 - $50.34 $2.23 Million - $2.34 Million	-46,403 Reduced 53.26%	40,718 $1.96 Million
Q2 2022 Jul 22, 2022	SELL	$50.05 - $51.06 $33,383 - $34,057	-667 Reduced 0.76%	87,121 $0
Q1 2022 May 16, 2022	BUY	$50.6 - $52.11 $116,683 - $120,165	2,306 Added 2.7%	87,788 $4.5 Million
Q4 2021 Feb 09, 2022	SELL	$51.18 - $52.61 $526,232 - $540,936	-10,282 Reduced 10.74%	85,482 $4.39 Million
Q3 2021 Nov 09, 2021	BUY	$51.92 - $52.8 $292,153 - $297,105	5,627 Added 6.24%	95,764 $4.96 Million
Q2 2021 Jul 08, 2021	BUY	$51.54 - $52.44 $737,022 - $749,892	14,300 Added 18.86%	90,137 $4.69 Million
Q1 2021 Jun 17, 2021	SELL	$51.11 - $51.73 $67,056 - $67,869	-1,312 Reduced 1.7%	75,837 $3.94 Million
Q4 2020 May 19, 2021	BUY	$50.63 - $51.32 $607,661 - $615,942	12,002 Added 18.42%	77,149 $3.58 Million
Q3 2020 Sep 07, 2021	BUY	$50.18 - $51.11 $78,832 - $80,293	1,571 Added 2.47%	65,147 $3.34 Million
Q2 2020 Sep 07, 2021	SELL	$48.74 - $50.23 $134,522 - $138,634	-2,760 Reduced 4.16%	63,576 $3.19 Million
Q1 2020 Sep 07, 2021	BUY	$46.79 - $49.92 $58,908 - $62,849	1,259 Added 1.93%	66,336 $3.29 Million
Q4 2019 Sep 07, 2021	SELL	$49.0 - $49.52 $246,666 - $249,283	-5,034 Reduced 7.18%	65,077 $3.2 Million
Q3 2019 Sep 07, 2021	BUY	$49.05 - $49.56 $138,271 - $139,709	2,819 Added 4.19%	70,111 $3.44 Million
Q2 2019 Sep 07, 2021	BUY	N/A	14,021 Added 26.32%	67,292 $3.32 Million
Q1 2019 Sep 07, 2021	BUY	N/A	1,231 Added 2.37%	53,271 $2.59 Million
Q4 2018 Sep 07, 2021	SELL	N/A	-27,325 Reduced 34.43%	52,040 $2.49 Million
Q3 2018 Sep 07, 2021	BUY	N/A	7,003 Added 9.68%	79,365 $3.84 Million
Q2 2018 Sep 07, 2021	BUY	N/A	72,362 New	72,362 $3.58 Million
Q1 2018 Sep 07, 2021	SELL	N/A	-19,842 Closed	0 $0
Q4 2017 Sep 07, 2021	SELL	N/A	-25 Reduced 0.13%	19,842 $968,000
Q3 2017 Sep 07, 2021	SELL	N/A	-285 Reduced 1.41%	19,867 $982,000
Q2 2017 Sep 07, 2021	SELL	N/A	-430 Reduced 2.09%	20,152 $992,000
Q1 2017 Sep 07, 2021	SELL	N/A	-3,005 Reduced 12.74%	20,582 $975,000
Q4 2016 Sep 07, 2021	BUY	N/A	23,478 Added 21539.45%	23,587 $1.16 Million
Q1 2016 Sep 07, 2021	BUY	N/A	109	109 $5,000

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Call Options Held

70K

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