Geneos Wealth Management Inc. Ishares Ibonds Dec 2025 Term C Transaction History

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,868 shares of IBDQ stock, worth $72,158. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,868
Previous 4,606 37.73%
Holding current value
$72,158
Previous $115,000 37.39%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 21, 2025
SELL
$25.05 - $25.16 $43,536 - $43,728
-1,738 Reduced 37.73%
2,868 $72,000
Q1 2025

May 07, 2025
BUY
$25.05 - $25.16 $63,501 - $63,780
2,535 Added 122.4%
4,606 $115,000
Q4 2024

Jan 21, 2025
BUY
$25.0 - $25.11 $50 - $50
2 Added 0.1%
2,071 $51,000
Q3 2024

Nov 14, 2024
BUY
$24.78 - $25.11 $3,246 - $3,289
131 Added 6.76%
2,069 $51,000
Q3 2021

Nov 09, 2021
BUY
$26.83 - $27.09 $46,630 - $47,082
1,738 Added 869.0%
1,938 $52,000
Q1 2020

Sep 07, 2021
BUY
$22.67 - $26.73 $4,534 - $5,346
200 New
200 $4,000

Others Institutions Holding IBDQ

# of Institutions
434
Shares Held
102M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES IBONDS DEC 2025 TERM C

IBDQ Quotes by TradingView
  • Ticker IBDQ
  • Sector ETFs
  • Industry ETFs
More about IBDQ
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