Geneos Wealth Management Inc. Ishares Msci Usa Min Vol Facto Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 549,626 shares of USMV stock, worth $51.8 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares
549,626
Previous 560,626 1.96%
Holding current value
$51.8 Million
Previous $52.6 Million 0.63%
% of portfolio
1.39%
Previous 1.34%

Shares

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

Oct 22, 2025
SELL
$92.18 - $95.14 $1.01 Million - $1.05 Million
-11,000 Reduced 1.96%
549,626 $52.3 Million
Q2 2025

Aug 18, 2025
SELL
$85.42 - $94.39 $674,220 - $745,020
-7,893 Reduced 1.39%
560,626 $52.6 Million
Q1 2025

May 21, 2025
SELL
$87.68 - $94.52 $6 Million - $6.47 Million
-68,407 Reduced 10.74%
568,519 $53.2 Million
Q1 2025

May 07, 2025
BUY
$87.68 - $94.52 $7.27 Million - $7.84 Million
82,923 Added 14.97%
636,926 $59.7 Million
Q4 2024

Jan 21, 2025
BUY
$88.59 - $94.57 $491,408 - $524,579
5,547 Added 1.01%
554,003 $49.2 Million
Q3 2024

Nov 14, 2024
BUY
$83.76 - $91.82 $213,839 - $234,416
2,553 Added 0.47%
548,456 $50.1 Million
Q2 2024

Jul 23, 2024
BUY
$79.92 - $84.63 $1.94 Million - $2.06 Million
24,293 Added 4.66%
545,903 $45.8 Million
Q1 2024

May 03, 2024
BUY
$77.86 - $83.58 $228,207 - $244,972
2,931 Added 0.57%
521,610 $43.6 Million
Q4 2023

Jan 26, 2024
SELL
$70.56 - $78.63 $531,246 - $592,005
-7,529 Reduced 1.43%
518,679 $40.5 Million
Q3 2023

Oct 11, 2023
BUY
$72.38 - $76.06 $1.16 Million - $1.22 Million
15,986 Added 3.13%
526,208 $38.1 Million
Q2 2023

Aug 08, 2023
BUY
$71.44 - $74.33 $814,916 - $847,882
11,407 Added 2.29%
510,222 $37.9 Million
Q1 2023

Apr 25, 2023
BUY
$69.12 - $73.78 $244,823 - $261,328
3,542 Added 0.72%
498,815 $36.3 Million
Q4 2022

Jan 30, 2023
BUY
$65.75 - $75.5 $896,961 - $1.03 Million
13,642 Added 2.83%
495,273 $35.7 Million
Q3 2022

Nov 14, 2022
BUY
$66.1 - $76.63 $4.16 Million - $4.82 Million
62,867 Added 15.01%
481,631 $31.8 Million
Q2 2022

Jul 22, 2022
SELL
$66.73 - $79.1 $2.8 Million - $3.31 Million
-41,907 Reduced 9.1%
418,764 $29.4 Million
Q1 2022

May 16, 2022
SELL
$71.88 - $80.4 $4.07 Million - $4.56 Million
-56,690 Reduced 10.96%
460,671 $35.7 Million
Q4 2021

Feb 09, 2022
SELL
$73.28 - $81.04 $520,214 - $575,302
-7,099 Reduced 1.35%
517,361 $41.9 Million
Q3 2021

Nov 09, 2021
BUY
$73.5 - $78.28 $548,163 - $583,812
7,458 Added 1.44%
524,460 $38.8 Million
Q2 2021

Jul 08, 2021
SELL
$69.72 - $73.7 $14.2 Million - $15 Million
-203,799 Reduced 28.27%
517,002 $38.5 Million
Q1 2021

Jun 17, 2021
SELL
$65.18 - $69.88 $4.03 Million - $4.32 Million
-61,844 Reduced 7.9%
720,801 $51.9 Million
Q4 2020

May 19, 2021
BUY
$61.66 - $67.88 $11.2 Million - $12.4 Million
182,057 Added 30.31%
782,645 $36.7 Million
Q3 2020

Sep 07, 2021
SELL
$60.74 - $66.36 $755,544 - $825,452
-12,439 Reduced 2.03%
600,588 $37.8 Million
Q2 2020

Sep 07, 2021
BUY
$51.94 - $64.01 $3.47 Million - $4.28 Million
66,899 Added 12.25%
613,027 $36.3 Million
Q1 2020

Sep 07, 2021
SELL
$46.61 - $69.67 $11.3 Million - $16.8 Million
-241,421 Reduced 30.65%
546,128 $29.3 Million
Q4 2019

Sep 07, 2021
BUY
$62.68 - $65.67 $4.95 Million - $5.19 Million
79,035 Added 11.16%
787,549 $51.7 Million
Q3 2019

Sep 07, 2021
BUY
$61.12 - $64.69 $4.32 Million - $4.57 Million
70,656 Added 11.08%
708,514 $45.4 Million
Q2 2019

Sep 07, 2021
BUY
$58.77 - $62.47 $15.2 Million - $16.1 Million
258,052 Added 67.94%
637,858 $39.4 Million
Q1 2019

Sep 07, 2021
BUY
$51.18 - $58.8 $5.1 Million - $5.86 Million
99,714 Added 35.6%
379,806 $22.3 Million
Q4 2018

Sep 07, 2021
BUY
$49.77 - $57.05 $1.81 Million - $2.07 Million
36,296 Added 14.89%
280,092 $14.6 Million
Q3 2018

Sep 07, 2021
BUY
$53.24 - $57.58 $1.95 Million - $2.11 Million
36,666 Added 17.7%
243,796 $13.9 Million
Q2 2018

Sep 07, 2021
BUY
$51.06 - $53.87 $2.99 Million - $3.16 Million
58,577 Added 39.43%
207,130 $11 Million
Q1 2018

Sep 07, 2021
BUY
$50.24 - $55.31 $2.11 Million - $2.33 Million
42,074 Added 39.51%
148,553 $7.71 Million
Q4 2017

Sep 07, 2021
BUY
$50.5 - $53.37 $2.26 Million - $2.39 Million
44,731 Added 72.44%
106,479 $5.62 Million
Q3 2017

Sep 07, 2021
BUY
$50.1 - $50.34 $1.39 Million - $1.4 Million
27,834 Added 82.07%
61,748 $3.11 Million
Q2 2017

Sep 07, 2021
SELL
N/A
-673 Reduced 1.95%
33,914 $1.66 Million
Q1 2017

Sep 07, 2021
BUY
N/A
9,578 Added 38.3%
34,587 $1.65 Million
Q4 2016

Sep 07, 2021
SELL
N/A
-87,954 Reduced 77.86%
25,009 $1.13 Million
Q3 2016

Sep 07, 2021
BUY
N/A
8,728 Added 8.37%
112,963 $5.13 Million
Q2 2016

Sep 07, 2021
BUY
N/A
42,157 Added 67.91%
104,235 $4.83 Million
Q1 2016

Sep 07, 2021
BUY
N/A
62,078
62,078 $2.75 Million

Others Institutions Holding USMV

# of Institutions
1,483
Shares Held
198M
Call Options Held
32.7K
Put Options Held
95.2K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

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