Geneos Wealth Management Inc. Ishares Trust Ishares Msci Glo Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Trust Ishares Msci Glo stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 25 shares of SDG stock, worth $2,138. This represents 0.0% of its overall portfolio holdings.

Number of Shares
25
Previous 25 -0.0%
Holding current value
$2,138
Previous $1,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
SELL
$75.05 - $80.02 $16,135 - $17,204
-215 Reduced 89.58%
25 $1,000
Q4 2023

Jan 26, 2024
SELL
$70.72 - $81.11 $10,749 - $12,328
-152 Reduced 38.78%
240 $19,000
Q1 2023

Apr 25, 2023
BUY
$75.46 - $83.68 $27,693 - $30,710
367 Added 1468.0%
392 $31,000
Q3 2022

Nov 14, 2022
BUY
$70.77 - $83.78 $1,769 - $2,094
25 New
25 $1,000

Others Institutions Holding SDG

# of Institutions
115
Shares Held
944K
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES MSCI GLO

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