Geneos Wealth Management Inc. First Tr Cboe Vest Gold Strate Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in First Tr Cboe Vest Gold Strate stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 6,869 shares of IGLD stock, worth $173,785. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,869
Previous 2,823 143.32%
Holding current value
$173,785
Previous $59,000 152.54%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
BUY
$19.73 - $22.32 $79,827 - $90,306
4,046 Added 143.32%
6,869 $149,000
Q1 2025

May 21, 2025
SELL
$18.75 - $20.97 $75,862 - $84,844
-4,046 Reduced 58.9%
2,823 $59,000
Q1 2025

May 07, 2025
BUY
$18.75 - $20.97 $84,975 - $95,036
4,532 Added 193.92%
6,869 $144,000
Q2 2023

Aug 08, 2023
BUY
$18.91 - $20.2 $29,064 - $31,047
1,537 Added 192.13%
2,337 $44,000
Q3 2022

Nov 14, 2022
BUY
$17.79 - $19.83 $14,232 - $15,863
800 New
800 $14,000

Others Institutions Holding IGLD

# of Institutions
81
Shares Held
8.43M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR CBOE VEST GOLD STRATE

IGLD Quotes by TradingView
  • Ticker IGLD
  • Sector Communication Services
  • Industry Communication Services
More about IGLD
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