GENEOS WEALTH MANAGEMENT INC. – Transaction History
GENEOS WEALTH MANAGEMENT INC. portfolio value:
1.12M
portfolio value
GENEOS WEALTH MANAGEMENT INC. quarter portfolio value change:
-1.15%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.27% | 138 shares | -23K | 51.50K | |
| Q2 2022 | share | Decrease | -0.24% | -126 shares | -231K | 51.36K | |
| Q1 2022 | share | Increase | +12.22% | 5.60K shares | 29K | 51.49K | |
| Q4 2021 | share | Decrease | -1.85% | -866 shares | -14K | 45.88K | |
| Q3 2021 | share | Decrease | -4.25% | -2.07K shares | -52K | 46.75K | |
| Q2 2021 | share | Increase | +4.35% | 2.03K shares | 132K | 48.83K | |
| Q1 2021 | share | Decrease | -5.01% | -2.46K shares | -13K | 46.79K | |
| Q4 2020 | share | Increase | 0.00% | 49.26K shares | 1.29M | 49.26K |