GENEOS WEALTH MANAGEMENT INC. – Houlihan Lokey, Inc. Transaction History
GENEOS WEALTH MANAGEMENT INC. portfolio value:
$1.27M
portfolio value
GENEOS WEALTH MANAGEMENT INC. quarter portfolio value change:
-4.50%
quarter
Houlihan Lokey, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.78% | 616 shares | -2K | $75.38 | 16.9K |
| Q2 2022 | share | Increase | +4.40% | 686 shares | -94K | $78.93 | 16.28K |
| Q1 2022 | share | Increase | +20.56% | 2.66K shares | 30K | $87.8 | 15.59K |
| Q4 2021 | share | Increase | +8.43% | 1.00K shares | 224K | $103.27 | 12.93K |
| Q3 2021 | share | Increase | +7.34% | 816 shares | 202K | $91.73 | 11.93K |
| Q2 2021 | share | Decrease | -27.42% | -4.19K shares | -101K | $81.07 | 11.11K |
| Q1 2021 | share | Decrease | -3.79% | -604 shares | 267K | $65.55 | 15.31K |
| Q4 2020 | share | Increase | +46.06% | 5.02K shares | 133K | $65.93 | 15.91K |
| Q3 2020 | share | Increase | +18.48% | 1.7K shares | 123K | $57.62 | 10.89K |
| Q2 2020 | share | Increase | 0.00% | 9.19K shares | 491K | $53.99 | 9.19K |