Geneos Wealth Management Inc. Ishares Trust Aaa A Rated Corp Transaction History

Geneos Wealth Management Inc.

$3.92 Billion
Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Trust Aaa A Rated Corp stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 134 shares of QLTA stock, worth $6,520. This represents 0.0% of its overall portfolio holdings.

Number of Shares

134

Previous 117 14.53%

Holding current value

$6,520

Previous $5,000 20.0%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	BUY	$46.39 - $47.84 $788 - $813	17 Added 14.53%	134 $6,000
Q1 2025 May 21, 2025	SELL	$46.18 - $47.84 $785 - $813	-17 Reduced 12.69%	117 $5,000
Q1 2025 May 07, 2025	BUY	$46.18 - $47.84 $323 - $334	7 Added 5.51%	134 $6,000
Q2 2023 Aug 08, 2023	SELL	$46.58 - $48.16 $1,164 - $1,204	-25 Reduced 16.45%	127 $5,000
Q1 2022 May 16, 2022	SELL	$51.14 - $55.76 $2,403 - $2,620	-47 Reduced 23.62%	152 $7,000
Q3 2021 Nov 09, 2021	SELL	$56.33 - $57.57 $844 - $863	-15 Reduced 7.01%	199 $11,000
Q2 2020 Sep 07, 2021	BUY	$54.07 - $57.84 $3,893 - $4,164	72 Added 50.7%	214 $12,000
Q1 2020 Sep 07, 2021	BUY	$48.67 - $57.42 $2,530 - $2,985	52 Added 57.78%	142 $7,000
Q3 2019 Sep 07, 2021	BUY	$53.82 - $54.82 $4,843 - $4,933	90 New	90 $4,000
Q4 2016 Sep 07, 2021	SELL	N/A	-1,030 Closed	0 $0
Q1 2016 Sep 07, 2021	BUY	N/A	1,030	1,030 $53,000

Others Institutions Holding QLTA

# of Institutions

190

Shares Held

23.1M

Call Options Held

Put Options Held

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About ISHARES TRUST AAA-A RATED CORP

Ticker QLTA
Sector ETFs
Industry ETFs

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Geneos Wealth Management Inc. Ishares Trust Aaa A Rated Corp Transaction History