GENEOS WEALTH MANAGEMENT INC. – Transaction History
GENEOS WEALTH MANAGEMENT INC. portfolio value:
2.25M
portfolio value
GENEOS WEALTH MANAGEMENT INC. quarter portfolio value change:
-7.88%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -56.54% | -92.03K shares | -3.47M | 70.73K | |
| Q2 2022 | share | Decrease | -0.68% | -1.12K shares | -739K | 162.77K | |
| Q1 2022 | share | Increase | +3.13% | 4.96K shares | -200K | 163.89K | |
| Q4 2021 | share | Decrease | -3.85% | -6.36K shares | 268K | 158.92K | |
| Q3 2021 | share | Decrease | -1.29% | -2.16K shares | -183K | 165.29K | |
| Q2 2021 | share | Decrease | -2.75% | -4.72K shares | 103K | 167.45K | |
| Q1 2021 | share | Decrease | -1.75% | -3.07K shares | 119K | 172.18K | |
| Q4 2020 | share | Increase | +0.25% | 439 shares | 1.58M | 175.25K | |
| Q3 2020 | share | Increase | 0.00% | 174.81K shares | 4.77M | 174.81K |