Geneos Wealth Management Inc. Ishares Agency Bond ETF Transaction History

Geneos Wealth Management Inc.

$3.92 Billion
Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Agency Bond ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 91 shares of AGZ stock, worth $10,067. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$10,067

% of portfolio

0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	BUY	$108.32 - $109.92 $9,857 - $10,002	91 New	91 $9,000
Q1 2020 Sep 07, 2021	SELL	$115.78 - $121.78 $2,315 - $2,435	-20 Closed	0 $0
Q1 2019 Sep 07, 2021	SELL	N/A	-57 Reduced 74.03%	20 $2,000
Q3 2018 Sep 07, 2021	BUY	N/A	77 New	77 $8,000
Q2 2018 Sep 07, 2021	SELL	N/A	-188 Closed	0 $0
Q1 2018 Sep 07, 2021	SELL	N/A	-229 Reduced 54.92%	188 $21,000
Q4 2017 Sep 07, 2021	SELL	N/A	-51 Reduced 10.9%	417 $47,000
Q3 2017 Sep 07, 2021	SELL	N/A	-199 Reduced 29.84%	468 $53,000
Q2 2017 Sep 07, 2021	SELL	N/A	-54 Reduced 7.49%	667 $75,000
Q1 2017 Sep 07, 2021	SELL	N/A	-178 Reduced 19.8%	721 $81,000
Q4 2016 Sep 07, 2021	SELL	N/A	-152 Reduced 14.46%	899 $101,000
Q3 2016 Sep 07, 2021	SELL	N/A	-274 Reduced 20.68%	1,051 $121,000
Q2 2016 Sep 07, 2021	SELL	N/A	-275 Reduced 17.19%	1,325 $153,000
Q1 2016 Sep 07, 2021	BUY	N/A	1,600	1,600 $183,000

Others Institutions Holding AGZ

# of Institutions

155

Shares Held

4.4M

Call Options Held

Put Options Held

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About ISHARES AGENCY BOND ETF

Ticker AGZ
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Geneos Wealth Management Inc. Ishares Agency Bond ETF Transaction History