A detailed history of Geneos Wealth Management Inc. transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 79,132 shares of PFF stock, worth $2.5 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
79,132
Previous 104,078 23.97%
Holding current value
$2.5 Million
Previous $3.28 Million 19.92%
% of portfolio
0.1%
Previous 0.15%

Shares

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

Nov 14, 2024

SELL
$31.18 - $33.5 $777,816 - $835,691
-24,946 Reduced 23.97%
79,132 $2.63 Million
Q2 2024

Jul 23, 2024

SELL
$30.65 - $32.13 $303,465 - $318,119
-9,901 Reduced 8.69%
104,078 $3.28 Million
Q1 2024

May 03, 2024

SELL
$31.12 - $32.54 $339,301 - $354,783
-10,903 Reduced 8.73%
113,979 $3.67 Million
Q4 2023

Jan 26, 2024

SELL
$28.34 - $31.4 $562,860 - $623,635
-19,861 Reduced 13.72%
124,882 $3.9 Million
Q3 2023

Oct 11, 2023

SELL
$29.99 - $31.22 $336,667 - $350,475
-11,226 Reduced 7.2%
144,743 $4.36 Million
Q2 2023

Aug 08, 2023

SELL
$29.33 - $31.46 $743,750 - $797,762
-25,358 Reduced 13.98%
155,969 $4.82 Million
Q1 2023

Apr 25, 2023

BUY
$29.86 - $33.81 $190,297 - $215,471
6,373 Added 3.64%
181,327 $5.66 Million
Q4 2022

Jan 30, 2023

SELL
$29.96 - $32.28 $529,363 - $570,355
-17,669 Reduced 9.17%
174,954 $5.34 Million
Q3 2022

Nov 14, 2022

SELL
$31.4 - $35.35 $641,941 - $722,695
-20,444 Reduced 9.6%
192,623 $6.1 Million
Q2 2022

Jul 22, 2022

BUY
$32.02 - $36.26 $629,801 - $713,197
19,669 Added 10.17%
213,067 $7.01 Million
Q1 2022

May 16, 2022

BUY
$34.86 - $39.14 $123,892 - $139,103
3,554 Added 1.87%
193,398 $7.04 Million
Q4 2021

Feb 09, 2022

BUY
$38.29 - $39.43 $271,169 - $279,243
7,082 Added 3.87%
189,844 $7.49 Million
Q3 2021

Nov 09, 2021

BUY
$38.55 - $39.48 $581,488 - $595,516
15,084 Added 9.0%
182,762 $7.06 Million
Q2 2021

Jul 08, 2021

SELL
$37.96 - $39.34 $1.77 Million - $1.83 Million
-46,641 Reduced 21.76%
167,678 $6.59 Million
Q1 2021

Jun 17, 2021

SELL
$37.15 - $38.46 $47,477 - $49,151
-1,278 Reduced 0.59%
214,319 $8.3 Million
Q4 2020

May 19, 2021

BUY
$36.13 - $38.51 $2.45 Million - $2.61 Million
67,778 Added 45.85%
215,597 $6.01 Million
Q3 2020

Sep 07, 2021

BUY
$34.54 - $36.7 $43,244 - $45,948
1,252 Added 0.85%
147,819 $5.35 Million
Q2 2020

Sep 07, 2021

SELL
$30.01 - $35.86 $2.57 Million - $3.07 Million
-85,747 Reduced 36.91%
146,567 $5.05 Million
Q1 2020

Sep 07, 2021

BUY
$25.12 - $38.29 $126,705 - $193,134
5,044 Added 2.22%
232,314 $7.31 Million
Q4 2019

Sep 07, 2021

BUY
$36.77 - $37.68 $1 Million - $1.03 Million
27,247 Added 13.62%
227,270 $8.52 Million
Q3 2019

Sep 07, 2021

BUY
$36.77 - $37.53 $21,473 - $21,917
584 Added 0.29%
200,023 $7.48 Million
Q2 2019

Sep 07, 2021

BUY
$36.27 - $37.09 $51,322 - $52,482
1,415 Added 0.71%
199,439 $7.35 Million
Q1 2019

Sep 07, 2021

SELL
$34.55 - $36.63 $1.01 Million - $1.07 Million
-29,346 Reduced 12.91%
198,024 $7.24 Million
Q4 2018

Sep 07, 2021

SELL
$33.41 - $36.68 $723,593 - $794,415
-21,658 Reduced 8.7%
227,370 $7.71 Million
Q3 2018

Sep 07, 2021

BUY
$37.02 - $38.0 $212,235 - $217,854
5,733 Added 2.36%
249,028 $9.26 Million
Q2 2018

Sep 07, 2021

BUY
$36.91 - $37.71 $1.19 Million - $1.21 Million
32,132 Added 15.22%
243,295 $9.17 Million
Q1 2018

Sep 07, 2021

BUY
$36.79 - $38.19 $960,918 - $997,484
26,119 Added 14.12%
211,163 $7.93 Million
Q4 2017

Sep 07, 2021

BUY
$38.07 - $38.65 $18,502 - $18,783
486 Added 0.26%
185,044 $7.04 Million
Q3 2017

Sep 07, 2021

SELL
$38.8 - $38.86 $1.37 Million - $1.37 Million
-35,270 Reduced 16.04%
184,558 $7.15 Million
Q2 2017

Sep 07, 2021

BUY
N/A
7,103 Added 3.34%
219,828 $8.61 Million
Q1 2017

Sep 07, 2021

BUY
N/A
32,705 Added 18.17%
212,725 $8.32 Million
Q4 2016

Sep 07, 2021

BUY
N/A
3,194 Added 1.81%
180,020 $6.7 Million
Q3 2016

Sep 07, 2021

BUY
N/A
33,582 Added 23.44%
176,826 $6.98 Million
Q2 2016

Sep 07, 2021

BUY
N/A
15,147 Added 11.82%
143,244 $5.71 Million
Q1 2016

Sep 07, 2021

BUY
N/A
128,097
128,097 $4.94 Million

Others Institutions Holding PFF

About ISHARES TRUST ISHARES PFD AND


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