Geneos Wealth Management Inc. Two Rds Shared Tr Anfield Dyna Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Two Rds Shared Tr Anfield Dyna stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,465 shares of ADFI stock, worth $21,125. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,465
Previous 3,267 24.55%
Holding current value
$21,125
Previous $28,000 28.57%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 21, 2025
SELL
$8.37 - $8.79 $6,712 - $7,049
-802 Reduced 24.55%
2,465 $20,000
Q3 2024

Nov 14, 2024
BUY
$8.45 - $8.86 $6,785 - $7,114
803 Added 32.59%
3,267 $28,000
Q2 2024

Jul 23, 2024
SELL
$8.34 - $8.56 $1,459 - $1,498
-175 Reduced 6.63%
2,464 $20,000
Q1 2024

May 03, 2024
BUY
$8.43 - $8.62 $7,266 - $7,430
862 Added 48.51%
2,639 $22,000
Q4 2023

Jan 26, 2024
SELL
$8.04 - $8.64 $21,571 - $23,181
-2,683 Reduced 60.16%
1,777 $15,000
Q1 2023

Apr 25, 2023
BUY
$8.34 - $8.68 $37,196 - $38,712
4,460 New
4,460 $38,000

Others Institutions Holding ADFI

# of Institutions
14
Shares Held
5.74M
Call Options Held
0
Put Options Held
0
View Full List

About TWO RDS SHARED TR ANFIELD DYNA

ADFI Quotes by TradingView
  • Ticker ADFI
  • Sector ETFs
  • Industry ETFs
More about ADFI
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