Geneos Wealth Management Inc. Ishares Inc Msci Global Energy 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
Q1 2018 Sep 07, 2021	SELL	$19.91 - $23.13 $18,516 - $21,510	-930 Closed	0 $0
Q1 2016 Sep 07, 2021	BUY	N/A	930	930 $16,000

Others Institutions Holding FILL

# of Institutions

42

Shares Held

1.68M

Call Options Held

0

Put Options Held

0

Beacon Harbor Wealth Advisors, Inc.

388K
Shares

$10.1 Million
2.62% of portfolio
Lpl Financial LLC Fort Mill, SC

285K
Shares

$7.43 Million
0.0% of portfolio
Ars Investment Partners, LLC

148K
Shares

$3.86 Million
0.41% of portfolio
Planned Solutions, Inc.

108K
Shares

$2.82 Million
1.36% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

94.6K
Shares

$2.47 Million
0.0% of portfolio

About ISHARES INC MSCI GLOBAL ENERGY

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