Geneos Wealth Management Inc. Ishares Morningstar Small Cap Transaction History

Geneos Wealth Management Inc.

  • $2.17 Billion
  • Q1 2024

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 86 shares of ISCG stock, worth $3,904. This represents 0.0% of its overall portfolio holdings.

Number of Shares
86
Previous 86 -0.0%
Holding current value
$3,904
Previous $3,000 33.33%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 26, 2024
SELL
$35.43 - $44.69 $1,913 - $2,413
-54 Reduced 38.57%
86 $3,000
Q3 2023

Oct 11, 2023
SELL
$38.15 - $43.33 $457 - $519
-12 Reduced 7.89%
140 $5,000
Q1 2021

Jun 17, 2021
BUY
$48.34 - $58.15 $6,525 - $7,850
135 Added 794.12%
152 $7,000
Q4 2020

May 19, 2021
BUY
$40.02 - $52.33 $680 - $889
17 New
17 $5,000
Q2 2020

Sep 07, 2021
SELL
$25.6 - $37.16 $5,632 - $8,175
-220 Closed
0 $0
Q2 2019

Sep 07, 2021
BUY
$31.53 - $34.69 $2,522 - $2,775
80 Added 57.14%
220 $44,000
Q1 2019

Sep 07, 2021
BUY
$26.92 - $33.99 $3,768 - $4,758
140 New
140 $27,000

Others Institutions Holding ISCG

# of Institutions
138
Shares Held
7.06M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR SMALL CAP

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