Geneos Wealth Management Inc. Ishares Iboxx $ Investment Gra Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,876 shares of LQD stock, worth $210,731. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,876
Previous 2,603 27.93%
Holding current value
$210,731
Previous $282,000 27.3%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 18, 2025
SELL
$105.23 - $109.61 $76,502 - $79,686
-727 Reduced 27.93%
1,876 $205,000
Q1 2025

May 21, 2025
BUY
$105.1 - $109.61 $4,519 - $4,713
43 Added 1.68%
2,603 $282,000
Q1 2025

May 07, 2025
SELL
$105.1 - $109.61 $12,506 - $13,043
-119 Reduced 4.44%
2,560 $278,000
Q4 2024

Jan 21, 2025
BUY
$106.56 - $113.11 $23,976 - $25,449
225 Added 9.17%
2,679 $286,000
Q3 2024

Nov 14, 2024
BUY
$106.11 - $113.72 $45,415 - $48,672
428 Added 21.13%
2,454 $277,000
Q2 2024

Jul 23, 2024
SELL
$104.54 - $108.46 $61,364 - $63,666
-587 Reduced 22.46%
2,026 $217,000
Q1 2024

May 03, 2024
SELL
$106.98 - $110.63 $12,730 - $13,164
-119 Reduced 4.36%
2,613 $284,000
Q4 2023

Jan 26, 2024
BUY
$98.28 - $111.36 $18,083 - $20,490
184 Added 7.22%
2,732 $302,000
Q3 2023

Oct 11, 2023
BUY
$102.02 - $108.51 $20,097 - $21,376
197 Added 8.38%
2,548 $259,000
Q2 2023

Aug 08, 2023
BUY
$106.02 - $110.43 $21,628 - $22,527
204 Added 9.5%
2,351 $254,000
Q1 2023

Apr 25, 2023
BUY
$104.89 - $111.81 $93,456 - $99,622
891 Added 70.94%
2,147 $235,000
Q4 2022

Jan 30, 2023
BUY
$99.2 - $110.03 $1,388 - $1,540
14 Added 1.13%
1,256 $132,000
Q3 2022

Nov 14, 2022
SELL
$101.44 - $114.61 $222,965 - $251,912
-2,198 Reduced 63.9%
1,242 $127,000
Q2 2022

Jul 22, 2022
SELL
$107.41 - $121.51 $21,374 - $24,180
-199 Reduced 5.47%
3,440 $378,000
Q1 2022

May 16, 2022
SELL
$118.44 - $131.22 $14,568 - $16,140
-123 Reduced 3.27%
3,639 $440,000
Q4 2021

Feb 09, 2022
SELL
$130.98 - $134.88 $67,847 - $69,867
-518 Reduced 12.1%
3,762 $498,000
Q3 2021

Nov 09, 2021
BUY
$133.03 - $136.33 $23,812 - $24,403
179 Added 4.36%
4,280 $572,000
Q2 2021

Jul 08, 2021
SELL
$129.85 - $134.36 $53,887 - $55,759
-415 Reduced 9.19%
4,101 $551,000
Q1 2021

Jun 17, 2021
SELL
$128.44 - $137.43 $31,981 - $34,220
-249 Reduced 5.23%
4,516 $592,000
Q4 2020

May 19, 2021
SELL
$133.73 - $138.48 $6.16 Million - $6.38 Million
-46,085 Reduced 90.63%
4,765 $561,000
Q3 2020

Sep 07, 2021
SELL
$134.22 - $139.15 $149,118 - $154,595
-1,111 Reduced 2.14%
50,850 $6.83 Million
Q2 2020

Sep 07, 2021
BUY
$121.1 - $134.5 $6 Million - $6.66 Million
49,510 Added 2019.99%
51,961 $6.94 Million
Q1 2020

Sep 07, 2021
BUY
$105.05 - $134.27 $32,985 - $42,160
314 Added 14.69%
2,451 $300,000
Q4 2019

Sep 07, 2021
SELL
$125.71 - $128.49 $2.69 Million - $2.75 Million
-21,366 Reduced 90.91%
2,137 $274,000
Q3 2019

Sep 07, 2021
BUY
$122.95 - $129.1 $2.66 Million - $2.79 Million
21,640 Added 1161.57%
23,503 $2.99 Million
Q2 2019

Sep 07, 2021
BUY
$118.17 - $124.37 $8,153 - $8,581
69 Added 3.85%
1,863 $231,000
Q1 2019

Sep 07, 2021
BUY
$113.15 - $119.15 $3,281 - $3,455
29 Added 1.64%
1,794 $213,000
Q4 2018

Sep 07, 2021
SELL
$111.35 - $114.52 $86,964 - $89,440
-781 Reduced 30.68%
1,765 $198,000
Q3 2018

Sep 07, 2021
SELL
$114.24 - $116.27 $53,235 - $54,181
-466 Reduced 15.47%
2,546 $292,000
Q2 2018

Sep 07, 2021
SELL
$113.81 - $117.24 $69,537 - $71,633
-611 Reduced 16.86%
3,012 $345,000
Q1 2018

Sep 07, 2021
SELL
$115.72 - $120.97 $87,021 - $90,969
-752 Reduced 17.19%
3,623 $425,000
Q4 2017

Sep 07, 2021
BUY
$119.89 - $121.79 $23,978 - $24,358
200 Added 4.79%
4,375 $531,000
Q3 2017

Sep 07, 2021
BUY
$120.62 - $121.61 $79,971 - $80,627
663 Added 18.88%
4,175 $506,000
Q2 2017

Sep 07, 2021
SELL
N/A
-1,517 Reduced 30.17%
3,512 $436,000
Q1 2017

Sep 07, 2021
SELL
N/A
-1,468 Reduced 22.6%
5,029 $593,000
Q4 2016

Sep 07, 2021
SELL
N/A
-13,058 Reduced 66.78%
6,497 $761,000
Q3 2016

Sep 07, 2021
SELL
N/A
-1,665 Reduced 7.85%
19,555 $2.34 Million
Q2 2016

Sep 07, 2021
BUY
N/A
5,831 Added 37.89%
21,220 $2.61 Million
Q1 2016

Sep 07, 2021
BUY
N/A
15,389
15,389 $1.83 Million

Others Institutions Holding LQD

# of Institutions
1,239
Shares Held
277M
Call Options Held
16.2M
Put Options Held
47.7M
View Full List

About ISHARES IBOXX $ INVESTMENT GRA

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