A detailed history of Geneos Wealth Management Inc. transactions in Black Rock Esg Capital Allocation Trust stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 3,155 shares of ECAT stock, worth $52,057. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,155
Previous 432 630.32%
Holding current value
$52,057
Previous $6,000 733.33%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025

BUY
$13.91 - $16.31 $37,876 - $44,412
2,723 Added 630.32%
3,155 $50,000
Q1 2025

May 21, 2025

BUY
$15.77 - $17.14 $6,812 - $7,404
432 New
432 $6,000
Q1 2025

May 07, 2025

BUY
$15.77 - $17.14 $0 - $0
0 New
0 $0

Others Institutions Holding ECAT

About BlackRock ESG Capital Allocation Trust


  • Ticker ECAT
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about ECAT
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.