Geneos Wealth Management Inc. Ishares Tr Russell 200 ETF Transaction History

Geneos Wealth Management Inc.

$2.17 Billion
Q1 2024

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,019 shares of IWL stock, worth $273,655. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,019

Previous 2,019 -0.0%

Holding current value

$273,655

Previous $232,000 10.34%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 11, 2023	SELL	$103.05 - $110.14 $73,268 - $78,309	-711 Reduced 26.04%	2,019 $208,000
Q2 2023 Aug 08, 2023	BUY	$96.37 - $106.64 $76,132 - $84,245	790 Added 40.72%	2,730 $291,000
Q1 2023 Apr 25, 2023	SELL	$89.07 - $98.04 $2,226 - $2,451	-25 Reduced 1.27%	1,940 $188,000
Q1 2022 May 16, 2022	BUY	N/A	25 Added 1.29%	1,965 $212,000
Q2 2021 Jul 08, 2021	BUY	N/A	85 Added 4.58%	1,940 $202,000

Q1 2021 Jun 17, 2021	SELL	N/A	-2,916 Reduced 61.12%	1,855 $185,000
Q4 2020 May 19, 2021	BUY	N/A	3,686 Added 339.72%	4,771 $451,000
Q3 2020 Sep 07, 2021	BUY	N/A	347 Added 47.02%	1,085 $86,000
Q2 2020 Sep 07, 2021	BUY	N/A	738 New	738 $53,000

Others Institutions Holding IWL

# of Institutions

150

Shares Held

6.52M

Call Options Held

3.5K

Put Options Held

View Full List

About ISHARES TR RUSSELL 200 ETF

Ticker IWL
Sector ETFs
Industry ETFs

More about IWL

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 Tr Russell 200 ETF Transaction History