Geneos Wealth Management Inc. Vanguard S&P Mid Cap 400 ETF Transaction History

Geneos Wealth Management Inc.

$3.92 Billion
Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 560 shares of IVOO stock, worth $62,316. This represents 0.0% of its overall portfolio holdings.

Number of Shares

560

Previous 1,048 46.56%

Holding current value

$62,316

Previous $103,000 43.69%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	SELL	$86.58 - $104.98 $42,251 - $51,230	-488 Reduced 46.56%	560 $58,000
Q1 2025 May 21, 2025	SELL	$96.85 - $111.39 $27,118 - $31,189	-280 Reduced 21.08%	1,048 $103,000
Q1 2025 May 07, 2025	BUY	$96.85 - $111.39 $53,848 - $61,932	556 Added 72.02%	1,328 $131,000
Q3 2024 Nov 14, 2024	BUY	$97.05 - $106.1 $47,748 - $52,201	492 Added 175.71%	772 $81,000
Q4 2023 Jan 26, 2024	SELL	$78.64 - $94.88 $5,268 - $6,356	-67 Reduced 19.31%	280 $26,000
Q2 2023 Aug 08, 2023	BUY	$81.37 - $88.56 $5,451 - $5,933	67 Added 23.93%	347 $30,000
Q1 2023 Apr 25, 2023	BUY	$80.26 - $183.76 $11,236 - $25,726	140 Added 100.0%	280 $23,000
Q2 2017 Sep 07, 2021	BUY	N/A	140	140 $16,000

Others Institutions Holding IVOO

# of Institutions

305

Shares Held

13.6M

Call Options Held

Put Options Held

100

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About VANGUARD S&P MID CAP 400 ETF

Ticker IVOO
Sector ETFs
Industry ETFs

More about IVOO

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Geneos Wealth Management Inc. Vanguard S&P Mid Cap 400 ETF Transaction History