Geneos Wealth Management Inc. Ishares Tr Self Driving Ev & T Transaction History

Geneos Wealth Management Inc.

$2.77 Billion
Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Tr Self Driving Ev & T stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,362 shares of IDRV stock, worth $40,546. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,362

Previous 1,402 2.85%

Holding current value

$40,546

Previous $44,000 11.36%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$28.98 - $32.34 $1,159 - $1,293	-40 Reduced 2.85%	1,362 $39,000
Q3 2024 Nov 14, 2024	BUY	$26.4 - $32.02 $30,624 - $37,143	1,160 Added 479.34%	1,402 $44,000
Q2 2024 Jul 23, 2024	SELL	$28.35 - $32.23 $11,340 - $12,891	-400 Reduced 62.31%	242 $6,000
Q1 2024 May 03, 2024	SELL	$29.6 - $34.77 $5,180 - $6,084	-175 Reduced 21.42%	642 $20,000
Q2 2023 Aug 08, 2023	BUY	$35.05 - $40.99 $35 - $40	1 Added 0.12%	817 $33,000
Q1 2023 Apr 25, 2023	SELL	$33.83 - $42.99 $13,532 - $17,196	-400 Reduced 32.89%	816 $31,000
Q3 2022 Nov 14, 2022	SELL	$33.44 - $42.59 $6,186 - $7,879	-185 Reduced 13.2%	1,216 $40,000
Q4 2021 Feb 09, 2022	BUY	$47.49 - $56.56 $13,297 - $15,836	280 Added 24.98%	1,401 $75,000
Q4 2020 May 19, 2021	BUY	$33.3 - $43.2 $37,329 - $48,427	1,121 New	1,121 $51,000

Others Institutions Holding IDRV

# of Institutions

Shares Held

1.65M

Call Options Held

Put Options Held

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About ISHARES TR SELF DRIVING EV & T

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Geneos Wealth Management Inc. Ishares Tr Self Driving Ev & T Transaction History