Geneos Wealth Management Inc. Ishares Tr Transaction History

Geneos Wealth Management Inc.

$2.88 Billion
Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Tr stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,490 shares of GVI stock, worth $157,940. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,490

Previous 0 Infinity%

Holding current value

$157,940

Previous $0 Infinity%

% of portfolio

0.01%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 21, 2025	BUY	$103.49 - $106.02 $154,200 - $157,969	1,490 New	1,490 $157,000
Q1 2025 May 07, 2025	SELL	$103.49 - $106.02 $111,769 - $114,501	-1,080 Closed	0 $0
Q4 2024 Jan 21, 2025	SELL	$103.89 - $107.05 $20,778 - $21,410	-200 Reduced 15.63%	1,080 $112,000
Q3 2024 Nov 14, 2024	BUY	$103.17 - $107.43 $132,057 - $137,510	1,280 New	1,280 $137,000
Q4 2021 Feb 09, 2022	SELL	$113.61 - $115.26 $6,702 - $6,800	-59 Closed	0 $0
Q3 2021 Nov 09, 2021	BUY	$115.05 - $117.23 $6,787 - $6,916	59 New	59 $6,000
Q4 2018 Sep 07, 2021	SELL	$106.45 - $108.22 $7,238 - $7,358	-68 Closed	0 $0
Q1 2018 Sep 07, 2021	BUY	$107.67 - $109.65 $7,321 - $7,456	68 New	68 $7,000
Q1 2017 Sep 07, 2021	SELL	N/A	-200 Closed	0 $0
Q4 2016 Sep 07, 2021	SELL	N/A	-150 Reduced 42.86%	200 $21,000
Q1 2016 Sep 07, 2021	BUY	N/A	350	350 $39,000

Others Institutions Holding GVI

# of Institutions

295

Shares Held

28M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker GVI
Sector ETFs
Industry ETFs

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Geneos Wealth Management Inc. Ishares Tr Transaction History