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

Geneos Wealth Management Inc.

  • $2.6 Billion
  • Q3 2024

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 127 shares of QLTA stock, worth $5,951. This represents 0.0% of its overall portfolio holdings.

Number of Shares
127
Previous 127 -0.0%
Holding current value
$5,951
Previous $5,000 20.0%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
157
Shares Held
16.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST AAA-A RATED CORP

QLTA Quotes by TradingView
  • Ticker QLTA
  • Sector ETFs
  • Industry ETFs
More about QLTA
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.

Choose your preferred platform and Sign Up 👇 Telegram Email