Geneos Wealth Management Inc. Ishare Morningstar Mid Cap Gro Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 8,289 shares of IMCG stock, worth $683,262. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,289
Previous 6,526 27.02%
Holding current value
$683,262
Previous $466,000 42.7%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 18, 2025
BUY
$63.36 - $80.23 $111,703 - $141,445
1,763 Added 27.02%
8,289 $665,000
Q1 2025

May 21, 2025
SELL
$69.69 - $79.99 $94,708 - $108,706
-1,359 Reduced 17.24%
6,526 $466,000
Q1 2025

May 07, 2025
BUY
$69.69 - $79.99 $137,777 - $158,140
1,977 Added 33.46%
7,885 $563,000
Q4 2024

Jan 21, 2025
BUY
$72.18 - $81.41 $10,177 - $11,478
141 Added 2.44%
5,908 $446,000
Q3 2024

Nov 14, 2024
SELL
$65.15 - $72.97 $3,518 - $3,940
-54 Reduced 0.93%
5,767 $420,000
Q2 2024

Jul 23, 2024
BUY
$65.46 - $70.15 $3,469 - $3,717
53 Added 0.92%
5,821 $394,000
Q1 2024

May 03, 2024
BUY
$62.4 - $70.68 $9,048 - $10,248
145 Added 2.58%
5,768 $407,000
Q4 2023

Jan 26, 2024
SELL
$53.24 - $64.9 $7,719 - $9,410
-145 Reduced 2.51%
5,623 $362,000
Q3 2023

Oct 11, 2023
BUY
$56.42 - $63.15 $4,795 - $5,367
85 Added 1.5%
5,768 $329,000
Q2 2023

Aug 08, 2023
BUY
$55.21 - $60.94 $4,306 - $4,753
78 Added 1.39%
5,683 $346,000
Q1 2023

Apr 25, 2023
BUY
$53.41 - $60.85 $18,159 - $20,689
340 Added 6.46%
5,605 $322,000
Q4 2022

Jan 30, 2023
BUY
$49.2 - $57.69 $209,050 - $245,124
4,249 Added 418.21%
5,265 $283,000
Q3 2022

Nov 14, 2022
SELL
$50.31 - $61.06 $21,733 - $26,377
-432 Reduced 29.83%
1,016 $51,000
Q2 2022

Jul 22, 2022
SELL
$49.67 - $65.18 $27,268 - $35,783
-549 Reduced 27.49%
1,448 $75,000
Q1 2022

May 16, 2022
BUY
$58.98 - $72.55 $2,477 - $3,047
42 Added 2.15%
1,997 $128,000
Q4 2021

Feb 09, 2022
SELL
$68.19 - $76.33 $20,320 - $22,746
-298 Reduced 13.23%
1,955 $143,000
Q3 2021

Nov 09, 2021
BUY
$67.2 - $73.35 $67 - $73
1 Added 0.04%
2,253 $156,000
Q2 2021

Jul 08, 2021
BUY
$62.47 - $69.22 $62 - $69
1 Added 0.04%
2,252 $156,000
Q1 2021

Jun 17, 2021
BUY
$59.71 - $69.62 $109,030 - $127,126
1,826 Added 429.65%
2,251 $149,000
Q1 2020

Sep 07, 2021
BUY
$31.41 - $47.63 $10,208 - $15,479
325 Added 325.0%
425 $91,000
Q4 2019

Sep 07, 2021
BUY
$39.47 - $44.02 $3,947 - $4,402
100 New
100 $26,000
Q3 2016

Sep 07, 2021
SELL
N/A
-76 Closed
0 $0
Q1 2016

Sep 07, 2021
BUY
N/A
76
76 $11,000

Others Institutions Holding IMCG

# of Institutions
405
Shares Held
22.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARE MORNINGSTAR MID CAP GRO

IMCG Quotes by TradingView
  • Ticker IMCG
  • Sector ETFs
  • Industry ETFs
More about IMCG
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