Geneos Wealth Management Inc. Ishares Tr Core Moderate Alloc Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,334 shares of AOM stock, worth $58,949. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,334
Previous 1,334 -0.0%
Holding current value
$58,949
Previous $60,000 5.0%
% of portfolio
0.0%
Previous 0.0%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$42.66 - $45.18 $15,101 - $15,993
354 Added 36.12%
1,334 $60,000
Q2 2024

Jul 23, 2024
SELL
$41.17 - $43.25 $7,986 - $8,390
-194 Reduced 16.52%
980 $42,000
Q1 2024

May 03, 2024
SELL
$40.86 - $42.78 $2,941 - $3,080
-72 Reduced 5.78%
1,174 $50,000
Q3 2023

Oct 11, 2023
BUY
$38.81 - $40.84 $28,719 - $30,221
740 Added 146.25%
1,246 $48,000
Q2 2023

Aug 08, 2023
SELL
$39.32 - $40.55 $51,941 - $53,566
-1,321 Reduced 72.3%
506 $20,000
Q1 2023

Apr 25, 2023
SELL
$38.2 - $40.45 $44,044 - $46,638
-1,153 Reduced 38.69%
1,827 $72,000
Q4 2022

Jan 30, 2023
SELL
$36.07 - $39.57 $18,035 - $19,785
-500 Reduced 14.37%
2,980 $113,000
Q3 2022

Nov 14, 2022
SELL
$36.57 - $40.81 $620,556 - $692,504
-16,969 Reduced 82.98%
3,480 $127,000
Q2 2022

Jul 22, 2022
SELL
$38.3 - $43.06 $71,467 - $80,349
-1,866 Reduced 8.36%
20,449 $796,000
Q1 2022

May 16, 2022
SELL
$41.74 - $45.45 $3.9 Million - $4.25 Million
-93,435 Reduced 80.72%
22,315 $958,000
Q4 2021

Feb 09, 2022
BUY
$44.53 - $46.0 $118,716 - $122,636
2,666 Added 2.36%
115,750 $5.26 Million
Q3 2021

Nov 09, 2021
BUY
$44.74 - $45.93 $44,337 - $45,516
991 Added 0.88%
113,084 $5.07 Million
Q2 2021

Jul 08, 2021
SELL
$43.8 - $45.14 $256,755 - $264,610
-5,862 Reduced 4.97%
112,093 $5.06 Million
Q1 2021

Jun 17, 2021
BUY
$42.87 - $44.08 $77,294 - $79,476
1,803 Added 1.55%
117,955 $5.25 Million
Q4 2020

May 19, 2021
BUY
$40.42 - $43.32 $574,731 - $615,967
14,219 Added 13.95%
116,152 $4.78 Million
Q3 2020

Sep 07, 2021
BUY
$39.91 - $42.11 $272,066 - $287,063
6,817 Added 7.17%
101,933 $4.16 Million
Q2 2020

Sep 07, 2021
BUY
$35.99 - $40.49 $84,756 - $95,353
2,355 Added 2.54%
95,116 $3.77 Million
Q1 2020

Sep 07, 2021
BUY
$34.02 - $40.94 $46,233 - $55,637
1,359 Added 1.49%
92,761 $3.38 Million
Q4 2019

Sep 07, 2021
BUY
$38.71 - $40.3 $189,601 - $197,389
4,898 Added 5.66%
91,402 $3.67 Million
Q3 2019

Sep 07, 2021
SELL
$38.32 - $39.31 $7,778 - $7,979
-203 Reduced 0.23%
86,504 $3.39 Million
Q2 2019

Sep 07, 2021
BUY
$37.75 - $39.08 $135,673 - $140,453
3,594 Added 4.32%
86,707 $3.38 Million
Q1 2019

Sep 07, 2021
SELL
$35.53 - $38.06 $9,948 - $10,656
-280 Reduced 0.34%
83,113 $3.16 Million
Q4 2018

Sep 07, 2021
BUY
$35.24 - $37.92 $71,960 - $77,432
2,042 Added 2.51%
83,393 $2.97 Million
Q3 2018

Sep 07, 2021
BUY
$37.2 - $38.08 $182,056 - $186,363
4,894 Added 6.4%
81,351 $3.08 Million
Q2 2018

Sep 07, 2021
BUY
$37.34 - $37.89 $238,677 - $242,192
6,392 Added 9.12%
76,457 $2.87 Million
Q1 2018

Sep 07, 2021
BUY
$37.16 - $39.0 $176,212 - $184,938
4,742 Added 7.26%
70,065 $2.65 Million
Q4 2017

Sep 07, 2021
BUY
$37.87 - $38.74 $297,355 - $304,186
7,852 Added 13.66%
65,323 $2.5 Million
Q3 2017

Sep 07, 2021
BUY
$37.81 - $37.97 $1.87 Million - $1.87 Million
49,345 Added 607.25%
57,471 $2.18 Million
Q2 2017

Sep 07, 2021
BUY
N/A
1,335 Added 19.66%
8,126 $302,000
Q1 2017

Sep 07, 2021
BUY
N/A
35 Added 0.52%
6,791 $246,000
Q4 2016

Sep 07, 2021
BUY
N/A
474 Added 7.55%
6,756 $238,000
Q3 2016

Sep 07, 2021
BUY
N/A
1,528 Added 32.14%
6,282 $226,000
Q2 2016

Sep 07, 2021
BUY
N/A
150 Added 3.26%
4,754 $168,000
Q1 2016

Sep 07, 2021
BUY
N/A
4,604
4,604 $160,000

Others Institutions Holding AOM

# of Institutions
266
Shares Held
12.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE MODERATE ALLOC

AOM Quotes by TradingView
  • Ticker AOM
  • Sector ETFs
  • Industry ETFs
More about AOM
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