Geneos Wealth Management Inc. Pacer Fds Tr Cash Cows Fd Fds Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Pacer Fds Tr Cash Cows Fd Fds stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 4,005 shares of HERD stock, worth $157,196. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,005
Previous 3,275 22.29%
Holding current value
$157,196
Previous $131,000 15.27%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 21, 2025
BUY
$37.83 - $40.57 $27,615 - $29,616
730 Added 22.29%
4,005 $151,000
Q3 2024

Nov 14, 2024
BUY
$36.53 - $40.04 $53,881 - $59,059
1,475 Added 81.94%
3,275 $131,000
Q1 2023

Apr 25, 2023
SELL
$31.57 - $34.82 $3,788 - $4,178
-120 Reduced 6.25%
1,800 $60,000
Q4 2022

Jan 30, 2023
BUY
$28.79 - $34.08 $55,276 - $65,433
1,920 New
1,920 $61,000

Others Institutions Holding HERD

# of Institutions
38
Shares Held
1.69M
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR CASH COWS FD FDS

HERD Quotes by TradingView
  • Ticker HERD
  • Sector ETFs
  • Industry ETFs
More about HERD
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email