Geneos Wealth Management Inc. Vanguard Industrial ETF Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Vanguard Industrial ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 362 shares of VIS stock, worth $108,230. This represents 0.0% of its overall portfolio holdings.

Number of Shares
362
Previous 495 26.87%
Holding current value
$108,230
Previous $122,000 17.21%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 18, 2025
SELL
$220.04 - $280.07 $29,265 - $37,249
-133 Reduced 26.87%
362 $101,000
Q1 2025

May 21, 2025
SELL
$243.63 - $273.99 $4,385 - $4,931
-18 Reduced 3.51%
495 $122,000
Q1 2025

May 07, 2025
BUY
$243.63 - $273.99 $81,372 - $91,512
334 Added 186.59%
513 $126,000
Q4 2024

Jan 21, 2025
BUY
$254.39 - $279.7 $41,974 - $46,150
165 Added 1178.57%
179 $45,000
Q2 2024

Jul 23, 2024
SELL
$232.2 - $244.04 $928 - $976
-4 Reduced 22.22%
14 $3,000
Q1 2024

May 03, 2024
BUY
$212.18 - $244.15 $848 - $976
4 Added 28.57%
18 $4,000
Q4 2023

Jan 26, 2024
SELL
$183.76 - $221.15 $26,828 - $32,287
-146 Reduced 91.25%
14 $3,000
Q2 2023

Aug 08, 2023
BUY
$182.94 - $205.53 $27,075 - $30,418
148 Added 1233.33%
160 $32,000
Q1 2023

Apr 25, 2023
SELL
$181.58 - $196.87 $26,510 - $28,743
-146 Reduced 92.41%
12 $2,000
Q3 2022

Nov 14, 2022
SELL
$157.54 - $190.84 $25,363 - $30,725
-161 Reduced 50.47%
158 $24,000
Q3 2021

Nov 09, 2021
SELL
$187.89 - $201.13 $14,843 - $15,889
-79 Reduced 19.85%
319 $60,000
Q2 2021

Jul 08, 2021
SELL
$190.53 - $201.98 $644,944 - $683,702
-3,385 Reduced 89.48%
398 $78,000
Q1 2021

Jun 17, 2021
SELL
$164.98 - $189.86 $17,817 - $20,504
-108 Reduced 2.78%
3,783 $741,000
Q4 2020

May 19, 2021
BUY
$141.72 - $170.63 $507,499 - $611,026
3,581 Added 1155.16%
3,891 $76,000
Q2 2020

Sep 07, 2021
BUY
$104.23 - $144.02 $312 - $432
3 Added 0.98%
310 $38,000
Q1 2019

Sep 07, 2021
SELL
N/A
-80 Reduced 20.67%
307 $42,000
Q3 2018

Sep 07, 2021
BUY
N/A
80 Added 26.06%
387 $57,000
Q1 2018

Sep 07, 2021
SELL
N/A
-80 Reduced 20.67%
307 $42,000
Q2 2017

Sep 07, 2021
BUY
N/A
80 Added 26.06%
387 $49,000
Q2 2016

Sep 07, 2021
BUY
N/A
161 Added 110.27%
307 $32,000
Q1 2016

Sep 07, 2021
BUY
N/A
146
146 $15,000

Others Institutions Holding VIS

# of Institutions
584
Shares Held
12.6M
Call Options Held
4.1K
Put Options Held
2.2K
View Full List

About VANGUARD INDUSTRIAL ETF

VIS Quotes by TradingView
  • Ticker VIS
  • Sector ETFs
  • Industry ETFs
More about VIS
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.

Choose your preferred platform and Sign Up 👇 Telegram Email