Geneos Wealth Management Inc. Ishares Trust Ishares Usd Gre Transaction History

Geneos Wealth Management Inc.

$2.24 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 26, 2024	BUY	$44.21 - $47.36 $751 - $805	17 Added 29.31%	75 $3,000
Q3 2023 Oct 11, 2023	BUY	$44.99 - $46.74 $2,609 - $2,710	58 New	58 $2,000

Others Institutions Holding BGRN

# of Institutions

119

Shares Held

6.27M

Call Options Held

0

Put Options Held

0

Betterment LLC New York, NY

1.18M
Shares

$56.9 Million
0.14% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

947K
Shares

$45.5 Million
0.16% of portfolio
Personal Capital Advisors Corp

906K
Shares

$43.6 Million
0.2% of portfolio
Envestnet Asset Management Inc

504K
Shares

$24.2 Million
0.01% of portfolio
Mercer Global Advisors Inc Denver, CO

422K
Shares

$20.3 Million
0.05% of portfolio

About ISHARES TRUST ISHARES USD GRE

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