Geneos Wealth Management Inc. Ishares Inc Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	BUY	$44.96 - $49.95 $5,395 - $5,994	120 New	120 $5,000
Q3 2019 Sep 07, 2021	SELL	$42.94 - $47.91 $2,705 - $3,018	-63 Closed	0 $0
Q2 2019 Sep 07, 2021	BUY	$45.01 - $47.35 $90 - $94	2 Added 3.28%	63 $2,000
Q4 2018 Sep 07, 2021	SELL	$39.46 - $45.44 $236 - $272	-6 Reduced 8.96%	61 $2,000
Q3 2018 Sep 07, 2021	BUY	$43.93 - $46.92 $307 - $328	7 Added 11.67%	67 $3,000
Q2 2018 Sep 07, 2021	BUY	$45.33 - $48.5 $45 - $48	1 Added 1.69%	60 $2,000
Q4 2017 Sep 07, 2021	SELL	$46.21 - $48.21 $11,922 - $12,438	-258 Reduced 81.39%	59 $2,000
Q3 2017 Sep 07, 2021	SELL	$46.06 - $46.24 $24,273 - $24,368	-527 Reduced 62.44%	317 $14,000
Q2 2017 Sep 07, 2021	BUY	N/A	14 Added 1.69%	844 $37,000
Q1 2017 Sep 07, 2021	SELL	N/A	-13 Reduced 1.54%	830 $37,000
Q4 2016 Sep 07, 2021	BUY	N/A	32 Added 3.95%	843 $33,000
Q3 2016 Sep 07, 2021	SELL	N/A	-2,932 Reduced 78.33%	811 $34,000
Q2 2016 Sep 07, 2021	SELL	N/A	-1,593 Reduced 29.85%	3,743 $147,000
Q1 2016 Sep 07, 2021	BUY	N/A	5,336	5,336 $207,000

Others Institutions Holding EPP

# of Institutions

201

Shares Held

32.5M

Call Options Held

10.8K

Put Options Held

15.8K

About ISHARES INC

Ticker EPP
Sector ETFs
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