Geneos Wealth Management Inc. Ishares Msci Acwi Ex Us ETF Transaction History

Geneos Wealth Management Inc.

$3.92 Billion
Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Msci Acwi Ex Us ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 78 shares of ACWX stock, worth $5,137. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 39 100.0%

Holding current value

$5,137

Previous $2,000 100.0%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	BUY	$49.48 - $61.22 $1,929 - $2,387	39 Added 100.0%	78 $4,000
Q1 2025 May 21, 2025	SELL	$51.39 - $57.43 $2,004 - $2,239	-39 Reduced 50.0%	39 $2,000
Q1 2025 May 07, 2025	BUY	$51.39 - $57.43 $2,004 - $2,239	39 Added 100.0%	78 $4,000
Q1 2024 May 03, 2024	BUY	$48.96 - $53.42 $1,909 - $2,083	39 New	39 $2,000
Q3 2019 Sep 07, 2021	SELL	$43.46 - $47.36 $2,998 - $3,267	-69 Closed	0 $0
Q1 2019 Sep 07, 2021	SELL	$41.42 - $46.87 $27,751 - $31,402	-670 Reduced 90.66%	69 $3,000
Q4 2018 Sep 07, 2021	BUY	$40.69 - $47.84 $27,262 - $32,052	670 Added 971.01%	739 $30,000
Q3 2018 Sep 07, 2021	BUY	$46.05 - $48.74 $3,177 - $3,363	69 New	69 $3,000
Q1 2018 Sep 07, 2021	SELL	$48.43 - $53.74 $3,341 - $3,708	-69 Closed	0 $0
Q3 2017 Sep 07, 2021	BUY	$47.95 - $48.35 $3,308 - $3,336	69	69 $3,000

Others Institutions Holding ACWX

# of Institutions

589

Shares Held

72.9M

Call Options Held

Put Options Held

View Full List

About ISHARES MSCI ACWI EX US ETF

Ticker ACWX
Sector ETFs
Industry ETFs

More about ACWX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Account

Geneos Wealth Management Inc. Ishares Msci Acwi Ex Us ETF Transaction History