Geneos Wealth Management Inc. Ishares Tr Core Aggressive All Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,152 shares of AOA stock, worth $99,659. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,152
Previous 1,152 -0.0%
Holding current value
$99,659
Previous $88,000 9.09%
% of portfolio
0.0%
Previous 0.0%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 21, 2025
BUY
$75.7 - $80.01 $87,206 - $92,171
1,152 New
1,152 $88,000
Q1 2025

May 07, 2025
SELL
$75.7 - $80.01 $18,395 - $19,442
-243 Closed
0 $0
Q3 2024

Nov 14, 2024
BUY
$72.11 - $79.05 $17,522 - $19,209
243 New
243 $19,000
Q3 2022

Nov 14, 2022
SELL
$55.45 - $64.54 $22,789 - $26,525
-411 Reduced 70.14%
175 $9,000
Q2 2022

Jul 22, 2022
BUY
$58.69 - $69.52 $10,270 - $12,166
175 Added 42.58%
586 $35,000
Q1 2022

May 16, 2022
SELL
$65.0 - $73.15 $1,365 - $1,536
-21 Reduced 4.86%
411 $28,000
Q2 2021

Jul 08, 2021
SELL
$67.52 - $70.92 $322,408 - $338,643
-4,775 Reduced 91.7%
432 $30,000
Q1 2021

Jun 17, 2021
BUY
$63.86 - $67.38 $2,618 - $2,762
41 Added 0.79%
5,207 $359,000
Q4 2020

May 19, 2021
BUY
$56.73 - $64.27 $268,559 - $304,254
4,734 Added 1095.83%
5,166 $28,000
Q1 2020

Sep 07, 2021
BUY
$42.55 - $59.41 $6,850 - $9,565
161 Added 59.41%
432 $20,000
Q4 2019

Sep 07, 2021
SELL
$53.52 - $58.4 $19,909 - $21,724
-372 Reduced 57.85%
271 $15,000
Q3 2019

Sep 07, 2021
SELL
$52.61 - $55.45 $2,420 - $2,550
-46 Reduced 6.68%
643 $31,000
Q2 2019

Sep 07, 2021
SELL
$52.38 - $55.24 $2,880 - $3,038
-55 Reduced 7.39%
689 $37,000
Q1 2019

Sep 07, 2021
BUY
$47.96 - $53.89 $8,632 - $9,700
180 Added 31.91%
744 $39,000
Q2 2018

Sep 07, 2021
SELL
$52.7 - $54.7 $37,311 - $38,727
-708 Reduced 55.66%
564 $30,000
Q1 2017

Sep 07, 2021
BUY
N/A
18 Added 1.44%
1,272 $63,000
Q4 2016

Sep 07, 2021
BUY
N/A
188 Added 17.64%
1,254 $59,000
Q2 2016

Sep 07, 2021
SELL
N/A
-100 Reduced 8.58%
1,066 $49,000
Q1 2016

Sep 07, 2021
BUY
N/A
1,166
1,166 $52,000

Others Institutions Holding AOA

# of Institutions
389
Shares Held
9.58M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE AGGRESSIVE ALL

AOA Quotes by TradingView
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