Geneos Wealth Management Inc. Iqvia Holdings Inc. Transaction History

Geneos Wealth Management Inc.

$3.92 Billion
Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Iqvia Holdings Inc. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 9,611 shares of IQV stock, worth $1.98 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

9,611

Previous 8,472 13.44%

Holding current value

$1.98 Million

Previous $1.49 Million 1.41%

% of portfolio

0.04%

Previous 0.05%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	BUY	$137.0 - $174.37 $156,043 - $198,607	1,139 Added 13.44%	9,611 $1.51 Million
Q1 2025 May 21, 2025	SELL	$176.3 - $209.96 $255,811 - $304,651	-1,451 Reduced 14.62%	8,472 $1.49 Million
Q1 2025 May 07, 2025	BUY	$176.3 - $209.96 $299,533 - $356,722	1,699 Added 20.66%	9,923 $1.75 Million
Q4 2024 Jan 21, 2025	BUY	$190.97 - $236.63 $2,482 - $3,076	13 Added 0.16%	8,224 $1.62 Million
Q3 2024 Nov 14, 2024	SELL	$206.81 - $251.55 $820,415 - $997,898	-3,967 Reduced 32.58%	8,211 $1.94 Million
Q2 2024 Jul 23, 2024	BUY	$211.18 - $248.87 $8,447 - $9,954	40 Added 0.33%	12,178 $2.57 Million
Q1 2024 May 03, 2024	BUY	$208.23 - $259.1 $135,141 - $168,155	649 Added 5.65%	12,138 $3.07 Million
Q4 2023 Jan 26, 2024	BUY	$177.16 - $232.73 $27,814 - $36,538	157 Added 1.39%	11,489 $2.66 Million
Q3 2023 Oct 11, 2023	BUY	$196.75 - $231.96 $317,948 - $374,847	1,616 Added 16.63%	11,332 $2.23 Million
Q2 2023 Aug 08, 2023	BUY	$183.66 - $224.77 $842,999 - $1.03 Million	4,590 Added 89.54%	9,716 $2.18 Million
Q1 2023 Apr 25, 2023	SELL	$188.0 - $240.65 $179,728 - $230,061	-956 Reduced 15.72%	5,126 $1.02 Million
Q4 2022 Jan 30, 2023	SELL	$172.45 - $226.53 $140,029 - $183,942	-812 Reduced 11.78%	6,082 $1.25 Million
Q3 2022 Nov 14, 2022	SELL	$181.14 - $248.26 $176,430 - $241,805	-974 Reduced 12.38%	6,894 $1.25 Million
Q2 2022 Jul 22, 2022	SELL	$196.45 - $252.29 $200,575 - $257,588	-1,021 Reduced 11.49%	7,868 $1.71 Million
Q1 2022 May 16, 2022	BUY	$210.56 - $273.58 $53,271 - $69,215	253 Added 2.93%	8,889 $2.06 Million
Q4 2021 Feb 09, 2022	BUY	$238.37 - $282.61 $156,609 - $185,674	657 Added 8.23%	8,636 $2.44 Million
Q3 2021 Nov 09, 2021	BUY	$239.54 - $265.23 $65,873 - $72,938	275 Added 3.57%	7,979 $1.93 Million
Q2 2021 Jul 08, 2021	SELL	$198.06 - $246.77 $186,770 - $232,704	-943 Reduced 10.91%	7,704 $1.92 Million
Q1 2021 Jun 17, 2021	SELL	$173.0 - $194.59 $149,472 - $168,125	-864 Reduced 9.08%	8,647 $2.03 Million
Q4 2020 May 19, 2021	BUY	$153.99 - $180.39 $135,819 - $159,103	882 Added 10.22%	9,511 $1.82 Million
Q3 2020 Sep 07, 2021	SELL	$141.28 - $169.75 $36,732 - $44,135	-260 Reduced 2.92%	8,629 $1.31 Million
Q2 2020 Sep 07, 2021	BUY	$100.04 - $153.06 $118,247 - $180,916	1,182 Added 15.34%	8,889 $1.21 Million
Q1 2020 Sep 07, 2021	BUY	$84.0 - $166.11 $359,436 - $710,784	4,279 Added 124.82%	7,707 $825,000
Q4 2019 Sep 07, 2021	BUY	$137.59 - $155.95 $28,068 - $31,813	204 Added 6.33%	3,428 $529,000
Q3 2019 Sep 07, 2021	BUY	$148.25 - $161.46 $11,267 - $12,270	76 Added 2.41%	3,224 $477,000
Q2 2019 Sep 07, 2021	BUY	$132.28 - $160.9 $37,038 - $45,052	280 Added 9.76%	3,148 $515,000
Q1 2019 Sep 07, 2021	BUY	$109.96 - $144.45 $13,635 - $17,911	124 Added 4.52%	2,868 $412,000
Q4 2018 Sep 07, 2021	BUY	$105.7 - $130.35 $113,310 - $139,735	1,072 Added 64.11%	2,744 $312,000
Q3 2018 Sep 07, 2021	BUY	$99.3 - $130.77 $36,244 - $47,731	365 Added 27.93%	1,672 $216,000
Q2 2018 Sep 07, 2021	BUY	$94.85 - $105.95 $11,761 - $13,137	124 Added 10.48%	1,307 $130,000
Q1 2018 Sep 07, 2021	BUY	$95.23 - $106.01 $15,427 - $17,173	162 Added 15.87%	1,183 $116,000
Q4 2017 Sep 07, 2021	BUY	$95.0 - $108.56 $96,995 - $110,839	1,021	1,021 $99,000

Others Institutions Holding IQV

# of Institutions

1,118

Shares Held

160M

Call Options Held

2.8M

Put Options Held

1.42M

View Full List

About IQVIA HOLDINGS INC.

Ticker IQV
Exchange NYSE
Sector Healthcare
Industry Diagnostics & Research
Shares Outstandng 185,740,000
Market Cap $38.2B
Description
IQVIA Holdings Inc. provides advanced analytics, technology solutions, and clinical research services to the life sciences industry in the Americas, Europe, Africa, and the Asia-Pacific. It operates through three segments: Technology & Analytics Solutions, Research & Development Solutions, and Contract Sales & Medical Solutions. The ...

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Geneos Wealth Management Inc. Iqvia Holdings Inc. Transaction History