Geneos Wealth Management Inc. Ishares Msci Usa Small Cap Mul Transaction History

Geneos Wealth Management Inc.

$3.92 Billion
Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 50 shares of SMLF stock, worth $3,730. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$3,730

% of portfolio

0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	BUY	$54.28 - $67.95 $2,714 - $3,397	50 New	50 $3,000
Q3 2024 Nov 14, 2024	BUY	$60.1 - $66.57 $3,305 - $3,661	55 New	55 $3,000
Q1 2022 May 16, 2022	SELL	$51.3 - $57.97 $451,491 - $510,193	-8,801 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$53.7 - $59.93 $11,277 - $12,585	210 Added 2.44%	8,801 $503,000
Q3 2021 Nov 09, 2021	BUY	$51.64 - $56.47 $443,639 - $485,133	8,591 New	8,591 $467,000
Q4 2020 May 19, 2021	SELL	$37.75 - $46.16 $18,120 - $22,156	-480 Closed	0 $0
Q3 2020 Sep 07, 2021	SELL	$34.77 - $39.3 $68,844 - $77,814	-1,980 Reduced 80.49%	480 $17,000
Q1 2020 Sep 07, 2021	SELL	$25.55 - $43.97 $3,066 - $5,276	-120 Reduced 4.65%	2,460 $71,000
Q3 2018 Sep 07, 2021	BUY	$42.24 - $44.87 $108,979 - $115,764	2,580 New	2,580 $112,000
Q1 2017 Sep 07, 2021	SELL	N/A	-200 Closed	0 $0
Q4 2016 Sep 07, 2021	BUY	N/A	200	200 $7,000

Others Institutions Holding SMLF

# of Institutions

232

Shares Held

22.6M

Call Options Held

Put Options Held

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About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
Sector ETFs
Industry ETFs

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Geneos Wealth Management Inc. Ishares Msci Usa Small Cap Mul Transaction History