Geneos Wealth Management Inc. Ishares Msci Usa Small Cap Mul Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 154,463 shares of SMLF stock, worth $11.3 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
154,463
Previous 50 308826.0%
Holding current value
$11.3 Million
Previous $3,000 382700.0%
% of portfolio
0.3%
Previous 0.0%

Shares

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

Oct 22, 2025
BUY
$68.27 - $75.58 $10.5 Million - $11.7 Million
154,413 Added 308826.0%
154,463 $11.5 Million
Q2 2025

Aug 18, 2025
BUY
$54.28 - $67.95 $2,714 - $3,397
50 New
50 $3,000
Q3 2024

Nov 14, 2024
BUY
$60.1 - $66.57 $3,305 - $3,661
55 New
55 $3,000
Q1 2022

May 16, 2022
SELL
$51.3 - $57.97 $451,491 - $510,193
-8,801 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$53.7 - $59.93 $11,277 - $12,585
210 Added 2.44%
8,801 $503,000
Q3 2021

Nov 09, 2021
BUY
$51.64 - $56.47 $443,639 - $485,133
8,591 New
8,591 $467,000
Q4 2020

May 19, 2021
SELL
$37.75 - $46.16 $18,120 - $22,156
-480 Closed
0 $0
Q3 2020

Sep 07, 2021
SELL
$34.77 - $39.3 $68,844 - $77,814
-1,980 Reduced 80.49%
480 $17,000
Q1 2020

Sep 07, 2021
SELL
$25.55 - $43.97 $3,066 - $5,276
-120 Reduced 4.65%
2,460 $71,000
Q3 2018

Sep 07, 2021
BUY
$42.24 - $44.87 $108,979 - $115,764
2,580 New
2,580 $112,000
Q1 2017

Sep 07, 2021
SELL
N/A
-200 Closed
0 $0
Q4 2016

Sep 07, 2021
BUY
N/A
200
200 $7,000

Others Institutions Holding SMLF

# of Institutions
234
Shares Held
23.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MSCI USA SMALL-CAP MUL

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