Geneos Wealth Management Inc. Ishares Tr North Amern Nat Res Transaction History

Geneos Wealth Management Inc.

  • $2.24 Billion
  • Q2 2024

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Tr North Amern Nat Res stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 34,500 shares of IGE stock, worth $1.52 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
34,500
Previous 35,675 3.29%
Holding current value
$1.52 Million
Previous $1.61 Million 5.42%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Jul 23, 2024
SELL
$42.73 - $46.5 $50,207 - $54,637
-1,175 Reduced 3.29%
34,500 $1.52 Million
Q1 2024

May 03, 2024
SELL
$38.73 - $44.99 $73,470 - $85,346
-1,897 Reduced 5.05%
35,675 $1.61 Million
Q4 2023

Jan 26, 2024
BUY
$39.02 - $42.38 $18,456 - $20,045
473 Added 1.27%
37,572 $1.53 Million
Q3 2023

Oct 11, 2023
SELL
$37.81 - $43.27 $8,847 - $10,125
-234 Reduced 0.63%
37,099 $1.54 Million
Q2 2023

Aug 08, 2023
SELL
$36.42 - $41.09 $3,642 - $4,109
-100 Reduced 0.27%
37,333 $1.45 Million
Q1 2023

Apr 25, 2023
BUY
$36.54 - $43.51 $266,303 - $317,100
7,288 Added 24.18%
37,433 $1.47 Million
Q4 2022

Jan 30, 2023
BUY
$36.55 - $43.66 $705,853 - $843,161
19,312 Added 178.27%
30,145 $1.23 Million
Q3 2022

Nov 14, 2022
BUY
$33.17 - $40.89 $341,418 - $420,880
10,293 Added 1906.11%
10,833 $376,000
Q1 2020

Sep 07, 2021
SELL
$13.93 - $30.29 $6,923 - $15,054
-497 Reduced 47.93%
540 $8,000
Q3 2019

Sep 07, 2021
SELL
$29.08 - $30.68 $8,724 - $9,204
-300 Reduced 22.44%
1,037 $30,000
Q4 2018

Sep 07, 2021
SELL
N/A
-135 Reduced 9.17%
1,337 $36,000
Q3 2018

Sep 07, 2021
BUY
N/A
435 Added 41.95%
1,472 $52,000
Q2 2018

Sep 07, 2021
SELL
N/A
-499 Reduced 32.49%
1,037 $38,000
Q1 2017

Sep 07, 2021
SELL
N/A
-239 Reduced 13.46%
1,536 $52,000
Q4 2016

Sep 07, 2021
BUY
N/A
100 Added 5.97%
1,775 $63,000
Q3 2016

Sep 07, 2021
SELL
N/A
-759 Reduced 31.18%
1,675 $57,000
Q1 2016

Sep 07, 2021
BUY
N/A
2,434
2,434 $71,000

Others Institutions Holding IGE

# of Institutions
145
Shares Held
6.29M
Call Options Held
800
Put Options Held
4.6K
View Full List

About ISHARES TR NORTH AMERN NAT RES

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