Geneos Wealth Management Inc. Ishares Robotics & Artificial Transaction History

Geneos Wealth Management Inc.

$2.88 Billion
Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Robotics & Artificial stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,884 shares of IRBO stock, worth $92,547. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,884

Previous 2,938 1.84%

Holding current value

$92,547

Previous $94,000 2.13%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 21, 2025	SELL	N/A	-54 Reduced 1.84%	2,884 $92,000
Q1 2025 May 07, 2025	BUY	N/A	299 Added 11.33%	2,938 $94,000
Q4 2024 Jan 21, 2025	BUY	N/A	140 Added 5.6%	2,639 $84,000
Q3 2024 Nov 14, 2024	BUY	$30.09 - $34.95 $20,641 - $23,975	686 Added 37.84%	2,499 $80,000
Q2 2024 Jul 23, 2024	BUY	$31.2 - $34.68 $14,820 - $16,473	475 Added 35.5%	1,813 $60,000
Q1 2024 May 03, 2024	SELL	$32.18 - $35.0 $40,578 - $44,135	-1,261 Reduced 48.52%	1,338 $45,000
Q4 2023 Jan 26, 2024	BUY	$28.37 - $34.85 $66,839 - $82,106	2,356 Added 969.55%	2,599 $89,000
Q1 2023 Apr 25, 2023	BUY	$25.79 - $32.15 $6,266 - $7,812	243 New	243 $7,000
Q1 2022 May 16, 2022	SELL	$30.2 - $41.73 $78,097 - $107,913	-2,586 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$40.32 - $47.28 $40 - $47	1 Added 0.04%	2,586 $107,000
Q4 2020 May 19, 2021	BUY	$32.74 - $40.21 $37,389 - $45,919	1,142 Added 79.14%	2,585 $111,000
Q2 2019 Sep 07, 2021	BUY	$22.62 - $26.0 $32,640 - $37,518	1,443 New	1,443 $35,000

Others Institutions Holding IRBO

# of Institutions

245

Shares Held

8.45M

Call Options Held

33.7K

Put Options Held

View Full List

About ISHARES ROBOTICS & ARTIFICIAL

Ticker IRBO
Sector ETFs
Industry ETFs

More about IRBO

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 Robotics & Artificial Transaction History