Geneos Wealth Management Inc. Ishares Tr Ishares Esg Aware 1 Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 666 shares of SUSB stock, worth $16,783. This represents 0.0% of its overall portfolio holdings.

Number of Shares
666
Previous 400 66.5%
Holding current value
$16,783
Previous $10,000 60.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$25.0 - $25.33 $6,650 - $6,737
266 Added 66.5%
666 $16,000
Q2 2025

Aug 18, 2025
BUY
$24.66 - $25.17 $9,864 - $10,068
400 New
400 $10,000
Q1 2022

May 16, 2022
SELL
$24.54 - $25.63 $55,754 - $58,231
-2,272 Closed
0 $0
Q4 2020

May 19, 2021
BUY
$26.0 - $26.18 $34,710 - $34,950
1,335 Added 142.48%
2,272 $58,000
Q3 2018

Sep 07, 2021
BUY
$24.46 - $24.65 $22,919 - $23,097
937 New
937 $23,000

Others Institutions Holding SUSB

# of Institutions
331
Shares Held
29.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ISHARES ESG AWARE 1

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