Geneos Wealth Management Inc. Ishares Expanded Tech Sector E Transaction History

Geneos Wealth Management Inc.

$2.88 Billion
Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Expanded Tech Sector E stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 3,130 shares of IGM stock, worth $321,325. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,130

Previous 3,130 -0.0%

Holding current value

$321,325

Previous $283,000 -0.0%

% of portfolio

0.01%

Previous 0.01%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$90.67 - $108.46 $29,014 - $34,707	-320 Reduced 9.28%	3,130 $283,000
Q1 2024 May 03, 2024	BUY	$84.27 - $516.87 $242,276 - $1.49 Million	2,875 Added 500.0%	3,450 $297,000
Q4 2022 Jan 30, 2023	SELL	$44.41 - $306.86 $10,613 - $73,339	-239 Reduced 29.36%	575 $161,000
Q3 2022 Nov 14, 2022	SELL	$46.07 - $58.66 $13,452 - $17,128	-292 Reduced 26.4%	814 $224,000
Q3 2021 Nov 09, 2021	SELL	$66.83 - $71.86 $4,343 - $4,670	-65 Reduced 5.55%	1,106 $451,000
Q2 2021 Jul 08, 2021	SELL	$59.44 - $67.61 $7,905 - $8,992	-133 Reduced 10.2%	1,171 $478,000
Q4 2020 May 19, 2021	SELL	$50.13 - $58.36 $57,448 - $66,880	-1,146 Reduced 46.78%	1,304 $466,000
Q3 2020 Sep 07, 2021	SELL	$47.19 - $56.32 $67,528 - $80,593	-1,431 Reduced 36.87%	2,450 $740,000
Q2 2020 Sep 07, 2021	SELL	$33.65 - $46.92 $975 - $1,360	-29 Reduced 0.74%	3,881 $1.05 Million
Q1 2020 Sep 07, 2021	BUY	$31.48 - $45.08 $1,133 - $1,622	36 Added 0.93%	3,910 $811,000
Q4 2019 Sep 07, 2021	BUY	$35.22 - $40.66 $457 - $528	13 Added 0.34%	3,874 $944,000
Q3 2019 Sep 07, 2021	SELL	$35.88 - $37.08 $14,316 - $14,794	-399 Reduced 9.37%	3,861 $831,000
Q2 2019 Sep 07, 2021	SELL	N/A	-10 Reduced 0.23%	4,260 $918,000
Q1 2019 Sep 07, 2021	SELL	N/A	-147 Reduced 3.33%	4,270 $880,000
Q4 2018 Sep 07, 2021	SELL	N/A	-53 Reduced 1.19%	4,417 $753,000
Q3 2018 Sep 07, 2021	SELL	N/A	-415 Reduced 8.5%	4,470 $935,000
Q2 2018 Sep 07, 2021	SELL	N/A	-147 Reduced 2.92%	4,885 $942,000
Q1 2018 Sep 07, 2021	SELL	N/A	-161 Reduced 3.1%	5,032 $902,000
Q4 2017 Sep 07, 2021	SELL	N/A	-661 Reduced 11.29%	5,193 $876,000
Q3 2017 Sep 07, 2021	SELL	N/A	-107 Reduced 1.8%	5,854 $909,000
Q2 2017 Sep 07, 2021	SELL	N/A	-10 Reduced 0.17%	5,961 $862,000
Q1 2017 Sep 07, 2021	SELL	N/A	-147 Reduced 2.4%	5,971 $826,000
Q4 2016 Sep 07, 2021	BUY	N/A	29 Added 0.48%	6,118 $757,000
Q3 2016 Sep 07, 2021	BUY	N/A	4,115 Added 208.46%	6,089 $752,000
Q1 2016 Sep 07, 2021	BUY	N/A	1,974	1,974 $220,000

Others Institutions Holding IGM

# of Institutions

469

Shares Held

28.2M

Call Options Held

49.7K

Put Options Held

15.7K

View Full List

About ISHARES EXPANDED TECH SECTOR E

Ticker IGM
Sector ETFs
Industry ETFs

More about IGM

Track This Portfolio

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.

Account

Geneos Wealth Management Inc. Ishares Expanded Tech Sector E Transaction History