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

Geneos Wealth Management Inc.

$2.77 Billion
Q4 2024

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 3,450 shares of IGM stock, worth $363,492. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,450

Previous 3,450 -0.0%

Holding current value

$363,492

Previous $330,000 6.67%

% of portfolio

0.01%

Previous 0.01%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

439

Shares Held

27.2M

Call Options Held

49.2K

Put Options Held

35.8K

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About ISHARES EXPANDED TECH SECTOR E

Ticker IGM
Sector ETFs
Industry ETFs

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