Geneos Wealth Management Inc. Ishares Tr Edge Invt Grade Enh Transaction History

Geneos Wealth Management Inc.

$3.92 Billion
Q2 2025

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 253,227 shares of IGEB stock, worth $11.7 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

253,227

Previous 167,232 51.42%

Holding current value

$11.7 Million

Previous $7.53 Million 52.86%

% of portfolio

0.29%

Previous 0.26%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	BUY	$43.65 - $45.44 $3.75 Million - $3.91 Million	85,995 Added 51.42%	253,227 $11.5 Million
Q1 2025 May 21, 2025	SELL	$43.76 - $45.31 $4.18 Million - $4.33 Million	-95,498 Reduced 36.35%	167,232 $7.53 Million
Q1 2025 May 07, 2025	BUY	$43.76 - $45.31 $4.36 Million - $4.52 Million	99,711 Added 61.17%	262,730 $11.8 Million
Q4 2024 Jan 21, 2025	BUY	$44.21 - $46.46 $2.08 Million - $2.19 Million	47,138 Added 40.68%	163,019 $7.23 Million
Q3 2024 Nov 14, 2024	BUY	$43.99 - $46.63 $45,045 - $47,749	1,024 Added 0.89%	115,881 $5.38 Million
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

# of Institutions

186

Shares Held

26.2M

Call Options Held

Put Options Held

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About ISHARES TR EDGE INVT GRADE ENH

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Geneos Wealth Management Inc. Ishares Tr Edge Invt Grade Enh Transaction History