A detailed history of Geneos Wealth Management Inc. transactions in Ishares Tr Edge Invt Grade Enh stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 114,857 shares of IGEB stock, worth $5.15 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
114,857
Previous 115,456 0.52%
Holding current value
$5.15 Million
Previous $5.18 Million 1.6%
% of portfolio
0.23%
Previous 0.24%

Shares

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

Jul 23, 2024

SELL
$43.4 - $44.71 $25,996 - $26,781
-599 Reduced 0.52%
114,857 $5.1 Million
Q1 2024

May 03, 2024

BUY
$44.2 - $45.3 $4.54 Million - $4.66 Million
102,815 Added 813.35%
115,456 $5.18 Million
Q4 2023

Jan 26, 2024

BUY
$41.19 - $45.42 $520,682 - $574,154
12,641 New
12,641 $571,000

Others Institutions Holding IGEB

About ISHARES TR EDGE INVT GRADE ENH


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