Geneos Wealth Management Inc. Ishares 0 5 Year Investment Gr Transaction History

Geneos Wealth Management Inc.

  • $2.6 Billion
  • Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 200 shares of SLQD stock, worth $9,964. This represents 0.0% of its overall portfolio holdings.

Number of Shares
200
Previous 300 33.33%
Holding current value
$9,964
Previous $14,000 28.57%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024
SELL
$49.07 - $50.44 $4,907 - $5,044
-100 Reduced 33.33%
200 $10,000
Q1 2024

May 03, 2024
SELL
$48.97 - $49.36 $7,100 - $7,157
-145 Reduced 32.58%
300 $14,000
Q4 2023

Jan 26, 2024
SELL
$47.66 - $49.2 $38,128 - $39,360
-800 Reduced 64.26%
445 $21,000
Q3 2023

Oct 11, 2023
BUY
$47.89 - $48.35 $38,312 - $38,680
800 Added 179.78%
1,245 $59,000
Q2 2023

Aug 08, 2023
BUY
$48.08 - $48.64 $6,971 - $7,052
145 Added 48.33%
445 $21,000
Q3 2022

Nov 14, 2022
SELL
$47.28 - $49.07 $101,415 - $105,255
-2,145 Reduced 87.73%
300 $14,000
Q2 2022

Jul 22, 2022
SELL
$47.87 - $49.29 $16,706 - $17,202
-349 Reduced 12.49%
2,445 $118,000
Q1 2022

May 16, 2022
BUY
$49.19 - $51.02 $17,167 - $17,805
349 Added 14.27%
2,794 $137,000
Q4 2021

Feb 09, 2022
SELL
$50.99 - $51.69 $254 - $258
-5 Reduced 0.2%
2,445 $124,000
Q2 2021

Jul 08, 2021
SELL
$51.69 - $51.96 $58,926 - $59,234
-1,140 Reduced 31.75%
2,450 $126,000
Q1 2021

Jun 17, 2021
BUY
$51.61 - $52.18 $5,161 - $5,218
100 Added 2.87%
3,590 $186,000
Q4 2020

May 19, 2021
BUY
$51.98 - $52.22 $14,710 - $14,778
283 Added 8.82%
3,490 $180,000
Q2 2020

Sep 07, 2021
BUY
$49.8 - $52.12 $101,592 - $106,324
2,040 Added 174.81%
3,207 $166,000
Q1 2020

Sep 07, 2021
SELL
$45.15 - $51.71 $270 - $310
-6 Reduced 0.51%
1,167 $58,000
Q4 2018

Sep 07, 2021
BUY
$49.2 - $49.57 $47,871 - $48,231
973 Added 486.5%
1,173 $58,000
Q2 2018

Sep 07, 2021
SELL
$49.49 - $49.85 $29,694 - $29,910
-600 Reduced 75.0%
200 $9,000
Q2 2017

Sep 07, 2021
BUY
N/A
200 Added 33.33%
800 $40,000
Q4 2016

Sep 07, 2021
BUY
N/A
600
600 $30,000

Others Institutions Holding SLQD

# of Institutions
247
Shares Held
25.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES 0-5 YEAR INVESTMENT GR

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