Geneos Wealth Management Inc. ISHARES GOLD TR Transaction History

Geneos Wealth Management Inc.

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 08, 2021	SELL	N/A	-1,218,222 Closed	0 $0
Q1 2021 Jun 17, 2021	SELL	N/A	-122,274 Reduced 9.12%	1,218,222 $20.5 Million
Q4 2020 May 19, 2021	BUY	N/A	1,320,642 Added 6651.77%	1,340,496 $259,000
Q3 2020 Sep 07, 2021	BUY	N/A	672 Added 3.5%	19,854 $352,000
Q2 2020 Sep 07, 2021	BUY	N/A	2,445 Added 14.61%	19,182 $324,000
Q1 2020 Sep 07, 2021	SELL	N/A	-111 Reduced 0.66%	16,737 $258,000
Q4 2019 Sep 07, 2021	BUY	N/A	2,835 Added 20.23%	16,848 $243,000
Q3 2019 Sep 07, 2021	BUY	N/A	2,985 Added 27.07%	14,013 $200,000
Q2 2019 Sep 07, 2021	BUY	N/A	710 Added 6.88%	11,028 $148,000
Q1 2019 Sep 07, 2021	SELL	N/A	-150 Reduced 1.43%	10,318 $127,000
Q4 2018 Sep 07, 2021	SELL	N/A	-260 Reduced 2.42%	10,468 $128,000
Q3 2018 Sep 07, 2021	SELL	N/A	-442 Reduced 3.96%	10,728 $122,000
Q2 2018 Sep 07, 2021	SELL	N/A	-1,365 Reduced 10.89%	11,170 $134,000
Q1 2018 Sep 07, 2021	SELL	N/A	-14 Reduced 0.11%	12,535 $159,000
Q3 2017 Sep 07, 2021	SELL	N/A	-310 Reduced 2.41%	12,549 $154,000
Q2 2017 Sep 07, 2021	BUY	N/A	1,170 Added 10.01%	12,859 $153,000
Q1 2017 Sep 07, 2021	SELL	N/A	-500 Reduced 4.1%	11,689 $140,000
Q4 2016 Sep 07, 2021	SELL	N/A	-12,849 Reduced 51.32%	12,189 $135,000
Q3 2016 Sep 07, 2021	SELL	N/A	-6,450 Reduced 20.48%	25,038 $317,000
Q2 2016 Sep 07, 2021	BUY	N/A	12,008 Added 61.64%	31,488 $408,000
Q1 2016 Sep 07, 2021	BUY	N/A	19,480	19,480 $230,000

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

Stay updated on Geneos Wealth Management Inc. with notifications on news.