GENEOS WEALTH MANAGEMENT INC. – Transaction History
GENEOS WEALTH MANAGEMENT INC. portfolio value:
1.92M
portfolio value
GENEOS WEALTH MANAGEMENT INC. quarter portfolio value change:
-6.37%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -55.04% | -84.58K shares | -2.71M | 69.08K | |
| Q2 2022 | share | Increase | +3.32% | 4.93K shares | -618K | 153.66K | |
| Q1 2022 | share | Increase | +3.18% | 4.59K shares | 49K | 148.72K | |
| Q4 2021 | share | Increase | +1.00% | 1.42K shares | 160K | 144.13K | |
| Q3 2021 | share | Increase | +1.93% | 2.69K shares | -106K | 142.71K | |
| Q2 2021 | share | Decrease | -0.19% | -271 shares | -49K | 140.01K | |
| Q1 2021 | share | Increase | +0.50% | 702 shares | 288K | 140.28K | |
| Q4 2020 | share | Decrease | -2.32% | -3.31K shares | 1.22M | 139.58K | |
| Q3 2020 | share | Increase | 0.00% | 142.89K shares | 3.69M | 142.89K |