Geneos Wealth Management Inc. Ishares Tr Russell 2500 ETF Transaction History

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 295 shares of SMMD stock, worth $19,169. This represents 0.0% of its overall portfolio holdings.

Number of Shares
295
Previous 295 -0.0%
Holding current value
$19,169
Previous $18,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$61.55 - $71.27 $16,249 - $18,815
264 Added 851.61%
295 $18,000
Q3 2024

Nov 14, 2024
BUY
$61.71 - $68.15 $1,913 - $2,112
31 New
31 $2,000
Q4 2023

Jan 26, 2024
BUY
$50.46 - $62.34 $3,683 - $4,550
73 Added 42.44%
245 $15,000
Q3 2023

Oct 11, 2023
BUY
$53.72 - $60.35 $2,417 - $2,715
45 Added 35.43%
172 $9,000
Q1 2023

Apr 25, 2023
BUY
$52.14 - $60.44 $6,621 - $7,675
127 New
127 $6,000
Q2 2021

Jul 08, 2021
SELL
$62.15 - $66.8 $20,509 - $22,044
-330 Closed
0 $0
Q4 2020

May 19, 2021
BUY
$45.29 - $57.31 $14,945 - $18,912
330 New
330 $20,000

Others Institutions Holding SMMD

# of Institutions
216
Shares Held
16.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 2500 ETF

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