A detailed history of Geneos Wealth Management Inc. transactions in Ishares Tr stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 20,646 shares of IYG stock, worth $1.66 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
20,646
Previous 21,146 2.36%
Holding current value
$1.66 Million
Previous $1.38 Million 6.39%
% of portfolio
0.06%
Previous 0.06%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$64.2 - $71.76 $32,100 - $35,880
-500 Reduced 2.36%
20,646 $1.47 Million
Q1 2024

May 03, 2024

BUY
$63.91 - $191.92 $1.19 Million - $3.58 Million
18,665 Added 752.32%
21,146 $1.4 Million
Q4 2022

Jan 30, 2023

SELL
$46.92 - $169.19 $1,689 - $6,090
-36 Reduced 1.43%
2,481 $390,000
Q3 2022

Nov 14, 2022

BUY
$47.08 - $57.16 $73,209 - $88,883
1,555 Added 161.64%
2,517 $355,000
Q1 2022

May 16, 2022

SELL
$55.98 - $67.65 $6,885 - $8,320
-123 Reduced 11.34%
962 $173,000
Q2 2021

Jul 08, 2021

SELL
$57.88 - $63.59 $21,241 - $23,337
-367 Reduced 25.28%
1,085 $202,000
Q4 2020

May 19, 2021

BUY
$39.45 - $50.02 $8,166 - $10,354
207 Added 16.63%
1,452 $251,000
Q2 2020

Sep 07, 2021

BUY
$32.09 - $45.18 $2,246 - $3,162
70 Added 5.96%
1,245 $144,000
Q4 2018

Sep 07, 2021

SELL
N/A
-7 Reduced 0.59%
1,175 $130,000
Q3 2016

Sep 07, 2021

SELL
N/A
-7,085 Reduced 85.7%
1,182 $103,000
Q2 2016

Sep 07, 2021

BUY
N/A
7,085 Added 599.41%
8,267 $662,000
Q1 2016

Sep 07, 2021

BUY
N/A
1,182
1,182 $96,000

Others Institutions Holding IYG

About ISHARES TR


  • Ticker IYG
  • Sector ETFs
  • Industry ETFs
More about IYG
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.