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

Geneos Wealth Management Inc.

$3.92 Billion
Q2 2025

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 1,237 shares of AOM stock, worth $58,757. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,237

Previous 840 47.26%

Holding current value

$58,757

Previous $36,000 55.56%

% of portfolio

0.0%

Previous 0.0%

36 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	BUY	$41.55 - $46.04 $16,495 - $18,277	397 Added 47.26%	1,237 $56,000
Q1 2025 May 07, 2025	SELL	$42.93 - $44.71 $21,207 - $22,086	-494 Reduced 37.03%	840 $36,000
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

289

Shares Held

11.7M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

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