Geneos Wealth Management Inc. Ishares Tr Msci Usa Esg Select Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,986 shares of SUSA stock, worth $269,381. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,986
Previous 1,816 9.36%
Holding current value
$269,381
Previous $208,000 20.67%
% of portfolio
0.01%
Previous 0.01%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
BUY
$101.97 - $126.75 $17,334 - $21,547
170 Added 9.36%
1,986 $251,000
Q1 2025

May 21, 2025
SELL
$113.22 - $126.36 $205,607 - $229,469
-1,816 Reduced 50.0%
1,816 $208,000
Q1 2025

May 07, 2025
BUY
$113.22 - $126.36 $224,854 - $250,950
1,986 Added 120.66%
3,632 $417,000
Q4 2024

Jan 21, 2025
SELL
$118.0 - $127.04 $27,494 - $29,600
-233 Reduced 12.4%
1,646 $200,000
Q2 2024

Jul 23, 2024
BUY
$102.41 - $112.98 $1,024 - $1,129
10 Added 0.54%
1,879 $211,000
Q4 2023

Jan 26, 2024
BUY
$85.36 - $100.86 $1,024 - $1,210
12 Added 0.65%
1,869 $187,000
Q1 2023

Apr 25, 2023
SELL
$81.64 - $90.01 $8,164 - $9,001
-100 Reduced 5.11%
1,857 $162,000
Q4 2022

Jan 30, 2023
BUY
$75.77 - $88.09 $4,925 - $5,725
65 Added 3.44%
1,957 $161,000
Q3 2022

Nov 14, 2022
SELL
$75.91 - $92.66 $7,591 - $9,266
-100 Reduced 5.02%
1,892 $143,000
Q1 2022

May 16, 2022
SELL
$89.45 - $106.35 $125,230 - $148,890
-1,400 Reduced 41.27%
1,992 $192,000
Q3 2021

Nov 09, 2021
BUY
$94.69 - $101.93 $9,469 - $10,193
100 Added 3.04%
3,392 $328,000
Q2 2021

Jul 08, 2021
SELL
$88.83 - $95.54 $25,583 - $27,515
-288 Reduced 8.04%
3,292 $318,000
Q1 2021

Jun 17, 2021
BUY
$81.34 - $87.82 $8,134 - $8,782
100 Added 2.87%
3,580 $329,000
Q4 2020

May 19, 2021
BUY
$72.19 - $82.34 $173,183 - $197,533
2,399 Added 221.92%
3,480 $305,000
Q2 2020

Sep 07, 2021
BUY
$52.49 - $69.03 $11,022 - $14,496
210 Added 24.11%
1,081 $140,000
Q1 2020

Sep 07, 2021
SELL
$47.53 - $70.87 $4,230 - $6,307
-89 Reduced 9.27%
871 $94,000
Q2 2019

Sep 07, 2021
SELL
N/A
-44 Reduced 4.38%
960 $116,000
Q4 2017

Sep 07, 2021
SELL
N/A
-47 Reduced 4.47%
1,004 $111,000
Q2 2017

Sep 07, 2021
SELL
N/A
-750 Reduced 41.64%
1,051 $107,000
Q1 2017

Sep 07, 2021
BUY
N/A
1,400 Added 349.13%
1,801 $176,000
Q1 2016

Sep 07, 2021
BUY
N/A
401
401 $34,000

Others Institutions Holding SUSA

# of Institutions
545
Shares Held
18.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR MSCI USA ESG SELECT

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