Geneos Wealth Management Inc. Ishares Morningstar Mid Cap Va Transaction History

Geneos Wealth Management Inc.

  • $2.17 Billion
  • Q1 2024

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,631 shares of IMCV stock, worth $183,906. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,631
Previous 92 2759.78%
Holding current value
$183,906
Previous $6,000 3066.67%
% of portfolio
0.01%
Previous 0.0%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$65.61 - $72.55 $166,583 - $184,204
2,539 Added 2759.78%
2,631 $190,000
Q4 2023

Jan 26, 2024
BUY
$57.47 - $68.03 $57 - $68
1 Added 1.1%
92 $6,000
Q2 2023

Aug 08, 2023
SELL
$58.79 - $63.7 $1,058 - $1,146
-18 Reduced 16.51%
91 $5,000
Q1 2023

Apr 25, 2023
BUY
$58.6 - $68.24 $58 - $68
1 Added 0.93%
109 $6,000
Q3 2022

Nov 14, 2022
SELL
$57.87 - $66.86 $3,182 - $3,677
-55 Reduced 33.74%
108 $6,000
Q1 2022

May 16, 2022
BUY
$64.78 - $70.05 $64 - $70
1 Added 0.62%
163 $11,000
Q4 2021

Feb 09, 2022
BUY
$63.47 - $68.54 $63 - $68
1 Added 0.62%
162 $11,000
Q3 2021

Nov 09, 2021
BUY
$61.19 - $65.8 $61 - $65
1 Added 0.63%
161 $10,000
Q2 2021

Jul 08, 2021
BUY
$62.13 - $66.67 $2,174 - $2,333
35 Added 28.0%
160 $10,000
Q1 2021

Jun 17, 2021
BUY
$51.27 - $62.78 $2,153 - $2,636
42 Added 50.6%
125 $8,000
Q4 2020

May 19, 2021
BUY
$43.61 - $52.74 $1,831 - $2,215
42 Added 102.44%
83 $15,000
Q2 2020

Sep 07, 2021
BUY
$32.91 - $48.11 $32 - $48
1 Added 2.5%
41 $4,000
Q1 2020

Sep 07, 2021
SELL
$30.51 - $56.86 $3,447 - $6,425
-113 Reduced 73.86%
40 $4,000
Q4 2019

Sep 07, 2021
SELL
$51.29 - $56.23 $2,718 - $2,980
-53 Reduced 25.73%
153 $25,000
Q2 2019

Sep 07, 2021
BUY
$49.25 - $53.39 $49 - $53
1 Added 0.49%
206 $32,000
Q1 2019

Sep 07, 2021
BUY
$46.28 - $52.78 $277 - $316
6 Added 3.02%
205 $32,000
Q4 2018

Sep 07, 2021
BUY
$44.07 - $53.87 $88 - $107
2 Added 1.02%
199 $27,000
Q1 2018

Sep 07, 2021
SELL
$50.62 - $56.12 $5,011 - $5,555
-99 Reduced 33.45%
197 $30,000
Q4 2017

Sep 07, 2021
BUY
$50.45 - $53.44 $50 - $53
1 Added 0.34%
296 $47,000
Q3 2017

Sep 07, 2021
BUY
$50.07 - $50.36 $50 - $50
1 Added 0.34%
295 $44,000
Q1 2017

Sep 07, 2021
BUY
N/A
30 Added 11.36%
294 $43,000
Q4 2016

Sep 07, 2021
BUY
N/A
4 Added 1.54%
264 $38,000
Q1 2016

Sep 07, 2021
BUY
N/A
260
260 $32,000

Others Institutions Holding IMCV

# of Institutions
135
Shares Held
5.34M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR MID CAP VA

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