A detailed history of Geneos Wealth Management Inc. transactions in Ishares Tr Self Driving Ev & T stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 242 shares of IDRV stock, worth $7,351. This represents 0.0% of its overall portfolio holdings.

Number of Shares
242
Previous 642 62.31%
Holding current value
$7,351
Previous $20,000 70.0%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

SELL
$28.35 - $32.23 $11,340 - $12,891
-400 Reduced 62.31%
242 $6,000
Q1 2024

May 03, 2024

SELL
$29.6 - $34.77 $5,180 - $6,084
-175 Reduced 21.42%
642 $20,000
Q2 2023

Aug 08, 2023

BUY
$35.05 - $40.99 $35 - $40
1 Added 0.12%
817 $33,000
Q1 2023

Apr 25, 2023

SELL
$33.83 - $42.99 $13,532 - $17,196
-400 Reduced 32.89%
816 $31,000
Q3 2022

Nov 14, 2022

SELL
$33.44 - $42.59 $6,186 - $7,879
-185 Reduced 13.2%
1,216 $40,000
Q4 2021

Feb 09, 2022

BUY
$47.49 - $56.56 $13,297 - $15,836
280 Added 24.98%
1,401 $75,000
Q4 2020

May 19, 2021

BUY
$33.3 - $43.2 $37,329 - $48,427
1,121 New
1,121 $51,000

Others Institutions Holding IDRV

About ISHARES TR SELF DRIVING EV & T


  • Ticker IDRV
  • Sector ETFs
  • Industry ETFs
More about IDRV
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.