GENEOS WEALTH MANAGEMENT INC. – Transaction History
GENEOS WEALTH MANAGEMENT INC. portfolio value:
12.29M
portfolio value
GENEOS WEALTH MANAGEMENT INC. quarter portfolio value change:
-3.79%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -41.92% | -339.17K shares | -9.94M | 469.86K | |
| Q2 2022 | share | Decrease | -12.86% | -119.41K shares | -8.16M | 809.03K | |
| Q1 2022 | share | Increase | +4.35% | 38.73K shares | -1.21M | 928.45K | |
| Q4 2021 | share | Decrease | -7.10% | -68.00K shares | -1.07M | 889.71K | |
| Q3 2021 | share | Increase | +16.38% | 134.81K shares | 3.82M | 957.72K | |
| Q2 2021 | share | Increase | +4.24% | 33.50K shares | 2.01M | 822.90K | |
| Q1 2021 | share | Decrease | -1.17% | -9.35K shares | 469K | 789.40K | |
| Q4 2020 | share | Increase | +2.93% | 22.72K shares | 7.05M | 798.75K | |
| Q3 2020 | share | Decrease | -14.00% | -126.36K shares | -1.47M | 776.03K | |
| Q2 2020 | share | Decrease | -10.50% | -105.90K shares | 2.96M | 902.40K | |
| Q1 2020 | share | Increase | +0.41% | 4.13K shares | -5.06M | 1.00M | |
| Q4 2019 | share | Increase | +2.85% | 27.79K shares | 1.78M | 1.00M | |
| Q3 2019 | share | Increase | +1.18% | 11.41K shares | 196K | 976.38K | |
| Q2 2019 | share | Increase | +1.40% | 13.36K shares | 1.06M | 964.97K | |
| Q1 2019 | share | Decrease | -12.49% | -135.77K shares | 796K | 951.60K | |
| Q4 2018 | share | Increase | +1.53% | 16.36K shares | -3.16M | 1.08M | |
| Q3 2018 | share | Increase | 0.00% | 1.07M shares | 22.22M | 1.07M |