Geneos Wealth Management Inc. Ishares Tr Residential And Mul Transaction History

Geneos Wealth Management Inc.

  • $2.6 Billion
  • Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 100 shares of REZ stock, worth $8,977. This represents 0.0% of its overall portfolio holdings.

Number of Shares
100
Previous 100 -0.0%
Holding current value
$8,977
Previous $7,000 14.29%
% of portfolio
0.0%
Previous 0.0%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
SELL
$68.06 - $77.1 $8,507 - $9,637
-125 Reduced 55.56%
100 $7,000
Q1 2024

May 03, 2024
SELL
$67.66 - $74.45 $3,924 - $4,318
-58 Reduced 20.49%
225 $16,000
Q4 2023

Jan 26, 2024
BUY
$61.4 - $74.46 $3,561 - $4,318
58 Added 25.78%
283 $20,000
Q3 2022

Nov 14, 2022
SELL
$70.67 - $88.84 $77,242 - $97,102
-1,093 Reduced 82.93%
225 $16,000
Q2 2022

Jul 22, 2022
BUY
$75.39 - $99.18 $23,144 - $30,448
307 Added 30.37%
1,318 $0
Q1 2022

May 16, 2022
SELL
$88.05 - $98.21 $5,987 - $6,678
-68 Reduced 6.3%
1,011 $96,000
Q2 2021

Jul 08, 2021
SELL
$75.32 - $84.85 $8.19 Million - $9.23 Million
-108,780 Reduced 99.02%
1,079 $91,000
Q1 2021

Jun 17, 2021
BUY
$65.28 - $76.16 $44,064 - $51,408
675 Added 0.62%
109,859 $8.75 Million
Q4 2020

May 19, 2021
BUY
$59.11 - $69.37 $6.37 Million - $7.47 Million
107,731 Added 7414.38%
109,184 $97,000
Q2 2020

Sep 07, 2021
SELL
$49.35 - $67.83 $5,922 - $8,139
-120 Reduced 7.63%
1,453 $85,000
Q1 2020

Sep 07, 2021
BUY
$45.74 - $81.9 $22,870 - $40,950
500 Added 46.6%
1,573 $88,000
Q4 2019

Sep 07, 2021
BUY
$72.82 - $81.61 $8,738 - $9,793
120 Added 12.59%
1,073 $80,000
Q1 2019

Sep 07, 2021
SELL
N/A
-150 Reduced 13.6%
953 $67,000
Q3 2018

Sep 07, 2021
BUY
N/A
325 Added 41.77%
1,103 $69,000
Q2 2018

Sep 07, 2021
SELL
N/A
-325 Reduced 29.47%
778 $49,000
Q1 2018

Sep 07, 2021
SELL
N/A
-2,380 Reduced 68.33%
1,103 $63,000
Q4 2017

Sep 07, 2021
BUY
N/A
220 Added 6.74%
3,483 $216,000
Q3 2017

Sep 07, 2021
BUY
N/A
279 Added 9.35%
3,263 $207,000
Q1 2017

Sep 07, 2021
BUY
N/A
125 Added 4.37%
2,984 $188,000
Q4 2016

Sep 07, 2021
BUY
N/A
150 Added 5.54%
2,859 $177,000
Q3 2016

Sep 07, 2021
BUY
N/A
710 Added 35.52%
2,709 $177,000
Q2 2016

Sep 07, 2021
BUY
N/A
1,330 Added 198.8%
1,999 $134,000
Q1 2016

Sep 07, 2021
BUY
N/A
669
669 $44,000

Others Institutions Holding REZ

# of Institutions
167
Shares Held
7.33M
Call Options Held
6.7K
Put Options Held
10.8K
View Full List

About ISHARES TR RESIDENTIAL AND MUL

REZ Quotes by TradingView
  • Ticker REZ
  • Sector ETFs
  • Industry ETFs
More about REZ
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