Geneos Wealth Management Inc. Ishares Core S&P Total U.S. St Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 363,986 shares of ITOT stock, worth $53 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
363,986
Previous 360,053 1.09%
Holding current value
$53 Million
Previous $43.9 Million 11.89%
% of portfolio
1.25%
Previous 1.52%

Shares

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

Aug 18, 2025
BUY
$108.12 - $135.04 $425,235 - $531,112
3,933 Added 1.09%
363,986 $49.2 Million
Q1 2025

May 21, 2025
SELL
$120.29 - $134.6 $5 Million - $5.6 Million
-41,605 Reduced 10.36%
360,053 $43.9 Million
Q1 2025

May 07, 2025
BUY
$120.29 - $134.6 $5.36 Million - $5.99 Million
44,536 Added 12.47%
401,658 $49 Million
Q4 2024

Jan 21, 2025
SELL
$124.26 - $134.12 $783,459 - $845,626
-6,305 Reduced 1.73%
357,122 $45.9 Million
Q3 2024

Nov 14, 2024
SELL
$113.41 - $125.62 $237,253 - $262,797
-2,092 Reduced 0.57%
363,427 $45.7 Million
Q2 2024

Jul 23, 2024
BUY
$108.78 - $119.23 $1.56 Million - $1.71 Million
14,315 Added 4.08%
365,519 $43.4 Million
Q1 2024

May 03, 2024
SELL
$103.16 - $115.3 $1.37 Million - $1.54 Million
-13,317 Reduced 3.65%
351,204 $40.5 Million
Q4 2023

Jan 26, 2024
SELL
$90.04 - $105.69 $239,866 - $281,558
-2,664 Reduced 0.73%
364,521 $38.4 Million
Q3 2023

Oct 11, 2023
SELL
$93.72 - $101.39 $592,497 - $640,987
-6,322 Reduced 1.69%
367,185 $34.6 Million
Q2 2023

Aug 08, 2023
SELL
$89.03 - $97.84 $8,012 - $8,805
-90 Reduced 0.02%
373,507 $36.5 Million
Q1 2023

Apr 25, 2023
BUY
$84.12 - $93.15 $436,919 - $483,821
5,194 Added 1.41%
373,597 $33.8 Million
Q4 2022

Jan 30, 2023
BUY
$79.44 - $90.48 $902,915 - $1.03 Million
11,366 Added 3.18%
368,403 $31.2 Million
Q3 2022

Nov 14, 2022
BUY
$79.54 - $95.9 $6.4 Million - $7.71 Million
80,413 Added 29.07%
357,037 $28.4 Million
Q2 2022

Jul 22, 2022
SELL
$80.96 - $102.19 $1.92 Million - $2.43 Million
-23,757 Reduced 7.91%
276,624 $23.2 Million
Q1 2022

May 16, 2022
SELL
$93.09 - $107.63 $1.13 Million - $1.31 Million
-12,157 Reduced 3.89%
300,381 $30.3 Million
Q4 2021

Feb 09, 2022
BUY
$98.24 - $107.61 $493,754 - $540,847
5,026 Added 1.63%
312,538 $33.4 Million
Q3 2021

Nov 09, 2021
BUY
$97.33 - $103.96 $700,970 - $748,719
7,202 Added 2.4%
307,512 $30.6 Million
Q2 2021

Jul 08, 2021
SELL
$92.76 - $98.86 $225,592 - $240,427
-2,432 Reduced 0.8%
300,310 $30 Million
Q1 2021

Jun 17, 2021
BUY
$85.12 - $92.58 $91,844 - $99,893
1,079 Added 0.36%
302,742 $29.2 Million
Q4 2020

May 19, 2021
BUY
$74.05 - $86.22 $9.37 Million - $10.9 Million
126,594 Added 72.31%
301,663 $27.6 Million
Q3 2020

Sep 07, 2021
BUY
$69.81 - $80.47 $95,430 - $110,002
1,367 Added 0.79%
175,069 $13 Million
Q2 2020

Sep 07, 2021
BUY
$54.49 - $72.8 $641,074 - $856,492
11,765 Added 7.27%
173,702 $11.7 Million
Q1 2020

Sep 07, 2021
BUY
$49.67 - $76.42 $502,958 - $773,828
10,126 Added 6.67%
161,937 $9.12 Million
Q4 2019

Sep 07, 2021
BUY
$65.12 - $72.96 $199,202 - $223,184
3,059 Added 2.06%
151,811 $11.1 Million
Q3 2019

Sep 07, 2021
BUY
$64.37 - $68.57 $1.44 Million - $1.53 Million
22,299 Added 17.63%
148,752 $9.93 Million
Q2 2019

Sep 07, 2021
BUY
$62.47 - $67.06 $96,078 - $103,138
1,538 Added 1.23%
126,453 $8.43 Million
Q1 2019

Sep 07, 2021
BUY
$55.45 - $64.92 $1.09 Million - $1.27 Million
19,637 Added 18.65%
124,915 $8.04 Million
Q4 2018

Sep 07, 2021
BUY
$53.25 - $66.76 $310,767 - $389,611
5,836 Added 5.87%
105,278 $5.92 Million
Q3 2018

Sep 07, 2021
BUY
$62.51 - $67.36 $1.31 Million - $1.42 Million
21,015 Added 26.8%
99,442 $6.63 Million
Q2 2018

Sep 07, 2021
BUY
$59.06 - $64.29 $910,705 - $991,351
15,420 Added 24.47%
78,427 $4.9 Million
Q1 2018

Sep 07, 2021
BUY
$58.94 - $65.4 $850,032 - $943,198
14,422 Added 29.68%
63,007 $3.81 Million
Q4 2017

Sep 07, 2021
BUY
$57.99 - $61.7 $1.25 Million - $1.33 Million
21,509 Added 79.44%
48,585 $2.97 Million
Q3 2017

Sep 07, 2021
BUY
$57.1 - $57.63 $745,212 - $752,129
13,051 Added 93.06%
27,076 $1.56 Million
Q2 2017

Sep 07, 2021
BUY
N/A
5,801 Added 70.54%
14,025 $777,000
Q1 2017

Sep 07, 2021
BUY
N/A
700 Added 9.3%
8,224 $444,000
Q4 2016

Sep 07, 2021
BUY
N/A
3,178 Added 73.12%
7,524 $385,000
Q3 2016

Sep 07, 2021
BUY
N/A
2,067 Added 90.7%
4,346 $215,000
Q2 2016

Sep 07, 2021
SELL
N/A
-127 Reduced 5.28%
2,279 $217,000
Q1 2016

Sep 07, 2021
BUY
N/A
2,406
2,406 $225,000

Others Institutions Holding ITOT

# of Institutions
1,640
Shares Held
325M
Call Options Held
69.1K
Put Options Held
33.4K
View Full List

About ISHARES CORE S&P TOTAL U.S. ST

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