GENEOS WEALTH MANAGEMENT INC. – Arthur J. Gallagher & Co. Transaction History
GENEOS WEALTH MANAGEMENT INC. portfolio value:
$4.09M
portfolio value
GENEOS WEALTH MANAGEMENT INC. quarter portfolio value change:
+5.02%
quarter
Arthur J. Gallagher & Co. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.85% | -205 shares | 124K | $171.22 | 23.89K |
| Q2 2022 | share | Increase | +3.26% | 760 shares | -107K | $163.04 | 24.10K |
| Q1 2022 | share | Increase | +16.60% | 3.32K shares | 679K | $174.6 | 23.34K |
| Q4 2021 | share | Increase | +3.68% | 711 shares | 453K | $168.76 | 20.02K |
| Q3 2021 | share | Increase | +8.52% | 1.51K shares | 447K | $148.22 | 19.30K |
| Q2 2021 | share | Decrease | -8.07% | -1.56K shares | -309K | $139.22 | 17.79K |
| Q1 2021 | share | Decrease | -3.47% | -695 shares | 563K | $123.59 | 19.35K |
| Q4 2020 | share | Increase | +4.36% | 838 shares | 260K | $122.06 | 20.05K |
| Q3 2020 | share | Increase | +12.00% | 2.05K shares | 324K | $103.77 | 19.21K |
| Q2 2020 | share | Increase | +10423.31% | 16.99K shares | 1.64M | $95.4 | 17.15K |
| Q1 2020 | share | 0.00% | 0 shares | -2K | $79.4 | 163 | |
| Q4 2019 | share | Increase | +0.62% | 1 shares | 1K | $92.36 | 163 |
| Q3 2019 | share | Increase | +22.73% | 30 shares | 3K | $86.47 | 162 |
| Q2 2019 | share | 0.00% | 0 shares | 1K | $84.16 | 132 | |
| Q1 2019 | share | Decrease | -75.14% | -399 shares | -28K | $74.67 | 132 |
| Q4 2018 | share | Increase | +13.22% | 62 shares | 4K | $70.09 | 531 |
| Q3 2018 | share | 0.00% | 0 shares | 4K | $70.41 | 469 | |
| Q2 2018 | share | Increase | +0.21% | 1 shares | -2K | $61.4 | 469 |
| Q1 2018 | share | 0.00% | 0 shares | 3K | $64.25 | 468 | |
| Q4 2017 | share | 0.00% | 0 shares | 1K | $58.8 | 468 | |
| Q3 2017 | share | Increase | +0.21% | 1 shares | 2K | $56.86 | 468 |
| Q2 2017 | share | Decrease | -67.27% | -960 shares | -54K | $52.53 | 467 |
| Q1 2017 | share | Increase | +1.13% | 16 shares | 7K | $51.53 | 1.42K |
| Q4 2016 | share | Increase | +3.29% | 45 shares | 4K | $47.03 | 1.41K |
| Q3 2016 | share | Increase | +0.07% | 1 shares | 4K | $45.7 | 1.36K |
| Q2 2016 | share | 0.00% | 0 shares | 5K | $42.44 | 1.36K | |
| Q1 2016 | share | Increase | 0.00% | 1.36K shares | 60K | $39.35 | 1.36K |