A detailed history of Geneos Wealth Management Inc. transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,022 shares of TIP stock, worth $110,171. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,022
Previous 1,037 1.45%
Holding current value
$110,171
Previous $110,000 1.82%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

SELL
$105.92 - $110.83 $1,588 - $1,662
-15 Reduced 1.45%
1,022 $112,000
Q2 2024

Jul 23, 2024

SELL
$105.01 - $107.23 $11,131 - $11,366
-106 Reduced 9.27%
1,037 $110,000
Q1 2024

May 03, 2024

SELL
$105.69 - $108.04 $20,081 - $20,527
-190 Reduced 14.25%
1,143 $122,000
Q4 2023

Jan 26, 2024

SELL
$102.12 - $107.97 $42,788 - $45,239
-419 Reduced 23.92%
1,333 $143,000
Q3 2023

Oct 11, 2023

BUY
$103.4 - $107.7 $47,874 - $49,865
463 Added 35.92%
1,752 $181,000
Q2 2023

Aug 08, 2023

BUY
$107.1 - $111.15 $73,149 - $75,915
683 Added 112.71%
1,289 $138,000
Q1 2023

Apr 25, 2023

SELL
$106.24 - $110.25 $389,157 - $403,845
-3,663 Reduced 85.8%
606 $66,000
Q4 2022

Jan 30, 2023

SELL
$104.91 - $110.18 $72,702 - $76,354
-693 Reduced 13.97%
4,269 $454,000
Q3 2022

Nov 14, 2022

SELL
$104.9 - $118.23 $192,701 - $217,188
-1,837 Reduced 27.02%
4,962 $520,000
Q2 2022

Jul 22, 2022

BUY
$113.44 - $123.09 $253,651 - $275,229
2,236 Added 49.0%
6,799 $774,000
Q1 2022

May 16, 2022

SELL
$122.95 - $129.16 $851,920 - $894,949
-6,929 Reduced 60.29%
4,563 $568,000
Q4 2021

Feb 09, 2022

BUY
$127.7 - $130.86 $42,779 - $43,838
335 Added 3.0%
11,492 $1.48 Million
Q3 2021

Nov 09, 2021

BUY
$127.3 - $130.61 $155,942 - $159,997
1,225 Added 12.33%
11,157 $1.43 Million
Q2 2021

Jul 08, 2021

SELL
$125.2 - $128.01 $939,500 - $960,587
-7,504 Reduced 43.04%
9,932 $1.27 Million
Q1 2021

Jun 17, 2021

SELL
$124.29 - $128.12 $154,368 - $159,125
-1,242 Reduced 6.65%
17,436 $2.21 Million
Q4 2020

May 19, 2021

BUY
$124.65 - $127.65 $775,572 - $794,238
6,222 Added 49.95%
18,678 $1.29 Million
Q3 2020

Sep 07, 2021

BUY
$123.08 - $127.1 $199,020 - $205,520
1,617 Added 14.92%
12,456 $1.57 Million
Q2 2020

Sep 07, 2021

BUY
$118.46 - $123.2 $640,276 - $665,896
5,405 Added 99.47%
10,839 $1.33 Million
Q1 2020

Sep 07, 2021

SELL
$108.81 - $122.54 $2.25 Million - $2.53 Million
-20,660 Reduced 79.18%
5,434 $653,000
Q4 2019

Sep 07, 2021

BUY
$115.27 - $117.05 $2.36 Million - $2.4 Million
20,504 Added 366.8%
26,094 $3.04 Million
Q3 2019

Sep 07, 2021

SELL
$114.63 - $118.1 $23,499 - $24,210
-205 Reduced 3.54%
5,590 $649,000
Q2 2019

Sep 07, 2021

SELL
$112.34 - $115.84 $6.77 Million - $6.99 Million
-60,301 Reduced 91.23%
5,795 $669,000
Q1 2019

Sep 07, 2021

BUY
$109.53 - $113.07 $6.5 Million - $6.71 Million
59,306 Added 873.43%
66,096 $7.47 Million
Q4 2018

Sep 07, 2021

SELL
$108.28 - $110.37 $70,598 - $71,961
-652 Reduced 8.76%
6,790 $743,000
Q3 2018

Sep 07, 2021

BUY
$110.43 - $113.01 $267,903 - $274,162
2,426 Added 48.37%
7,442 $823,000
Q2 2018

Sep 07, 2021

SELL
$111.06 - $113.18 $149,153 - $152,000
-1,343 Reduced 21.12%
5,016 $566,000
Q1 2018

Sep 07, 2021

SELL
$111.39 - $113.94 $7.2 Million - $7.37 Million
-64,666 Reduced 91.05%
6,359 $718,000
Q4 2017

Sep 07, 2021

BUY
$112.97 - $114.3 $7.48 Million - $7.57 Million
66,224 Added 1379.38%
71,025 $8.1 Million
Q3 2017

Sep 07, 2021

SELL
$113.58 - $115.22 $8.58 Million - $8.7 Million
-75,513 Reduced 94.02%
4,801 $545,000
Q2 2017

Sep 07, 2021

BUY
N/A
16,104 Added 25.08%
80,314 $9.11 Million
Q1 2017

Sep 07, 2021

BUY
N/A
51,403 Added 401.37%
64,210 $7.36 Million
Q4 2016

Sep 07, 2021

BUY
N/A
8,002 Added 166.53%
12,807 $1.45 Million
Q3 2016

Sep 07, 2021

BUY
N/A
727 Added 17.83%
4,805 $644,000
Q2 2016

Sep 07, 2021

SELL
N/A
-11,453 Reduced 73.74%
4,078 $477,000
Q1 2016

Sep 07, 2021

BUY
N/A
15,531
15,531 $1.78 Million

Others Institutions Holding TIP

About ISHARES TR TIPS BD ETF


  • Ticker TIP
  • Sector ETFs
  • Industry ETFs
More about TIP
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.