Geneos Wealth Management Inc. Ishares Tr Msci Acwi Low Carbo Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Tr Msci Acwi Low Carbo stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,128 shares of CRBN stock, worth $481,715. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,128
Previous 2,245 5.21%
Holding current value
$481,715
Previous $475,000 1.47%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 22, 2025
SELL
$210.88 - $226.87 $24,672 - $26,543
-117 Reduced 5.21%
2,128 $482,000
Q2 2025

Aug 18, 2025
BUY
$170.2 - $211.82 $351,633 - $437,620
2,066 Added 1154.19%
2,245 $475,000
Q4 2024

Jan 21, 2025
SELL
$192.71 - $203.05 $2,312 - $2,436
-12 Reduced 6.28%
179 $34,000
Q2 2024

Jul 23, 2024
BUY
$169.52 - $183.86 $169 - $183
1 Added 0.53%
191 $35,000
Q4 2023

Jan 26, 2024
BUY
$143.83 - $166.15 $4,171 - $4,818
29 Added 18.01%
190 $31,000
Q2 2023

Aug 08, 2023
BUY
$147.18 - $156.7 $147 - $156
1 Added 0.63%
161 $25,000
Q4 2022

Jan 30, 2023
BUY
$126.3 - $146.54 $252 - $293
2 Added 1.27%
160 $22,000
Q2 2022

Jul 22, 2022
BUY
$133.43 - $165.9 $133 - $165
1 Added 0.64%
158 $21,000
Q1 2022

May 16, 2022
SELL
$150.89 - $174.82 $87,667 - $101,570
-581 Reduced 78.73%
157 $25,000
Q4 2021

Feb 09, 2022
BUY
$163.45 - $176.38 $163 - $176
1 Added 0.14%
738 $128,000
Q2 2021

Jul 08, 2021
BUY
$157.95 - $166.85 $157 - $166
1 Added 0.14%
737 $123,000
Q1 2021

Jun 17, 2021
BUY
$148.24 - $158.11 $2,223 - $2,371
15 Added 2.08%
736 $119,000
Q4 2020

May 19, 2021
BUY
$127.74 - $149.16 $92,100 - $107,544
721 New
721 $112,000

Others Institutions Holding CRBN

# of Institutions
151
Shares Held
2.64M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR MSCI ACWI LOW CARBO

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