Geneos Wealth Management Inc. Ishares Currency Hedged Msci J Transaction History

Geneos Wealth Management Inc.

  • $2.17 Billion
  • Q1 2024

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Currency Hedged Msci J stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 4,000 shares of HEWJ stock, worth $177,800. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,000
Previous 4,000 -0.0%
Holding current value
$177,800
Previous $139,000 20.86%
% of portfolio
0.01%
Previous 0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2020

Sep 07, 2021
SELL
$29.45 - $32.27 $23,589 - $25,848
-801 Reduced 16.68%
4,000 $127,000
Q2 2020

Sep 07, 2021
SELL
$25.84 - $32.18 $514,991 - $641,347
-19,930 Reduced 80.59%
4,801 $147,000
Q1 2020

Sep 07, 2021
SELL
$23.19 - $33.87 $18,552 - $27,095
-800 Reduced 3.13%
24,731 $685,000
Q4 2019

Sep 07, 2021
SELL
$30.43 - $34.16 $107,113 - $120,243
-3,520 Reduced 12.12%
25,531 $851,000
Q3 2019

Sep 07, 2021
SELL
$28.12 - $31.46 $156,487 - $175,074
-5,565 Reduced 16.08%
29,051 $901,000
Q1 2019

Sep 07, 2021
SELL
$27.48 - $30.95 $84,665 - $95,356
-3,081 Reduced 8.17%
34,616 $1.07 Million
Q4 2018

Sep 07, 2021
BUY
$27.38 - $34.61 $13,416 - $16,958
490 Added 1.32%
37,697 $1.07 Million
Q3 2018

Sep 07, 2021
BUY
$31.35 - $34.25 $765,128 - $835,905
24,406 Added 190.66%
37,207 $1.27 Million
Q2 2018

Sep 07, 2021
SELL
$31.28 - $33.7 $746,997 - $804,789
-23,881 Reduced 65.1%
12,801 $412,000
Q1 2018

Sep 07, 2021
BUY
$30.23 - $35.21 $1.11 Million - $1.29 Million
36,682 New
36,682 $1.18 Million
Q4 2017

Sep 07, 2021
SELL
$30.9 - $33.73 $1.26 Million - $1.38 Million
-40,937 Closed
0 $0
Q3 2017

Sep 07, 2021
BUY
$30.65 - $30.85 $118,186 - $118,957
3,856 Added 10.4%
40,937 $1.25 Million
Q2 2017

Sep 07, 2021
BUY
N/A
9,391 Added 33.91%
37,081 $1.11 Million
Q1 2017

Sep 07, 2021
BUY
N/A
10,475 Added 60.85%
27,690 $801,000
Q4 2016

Sep 07, 2021
BUY
N/A
17,215 New
17,215 $478,000
Q3 2016

Sep 07, 2021
SELL
N/A
-31,215 Closed
0 $0
Q2 2016

Sep 07, 2021
BUY
N/A
31,215
31,215 $722,000

Others Institutions Holding HEWJ

# of Institutions
72
Shares Held
4.6M
Call Options Held
15K
Put Options Held
0
View Full List

About ISHARES CURRENCY HEDGED MSCI J

HEWJ Quotes by TradingView
  • Ticker HEWJ
  • Sector ETFs
  • Industry ETFs
More about HEWJ
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.

Choose your preferred platform and Sign Up 👇 Telegram Email