Geneos Wealth Management Inc. Ishares Cmbs ETF Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Cmbs ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,689 shares of CMBS stock, worth $131,599. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,689
Previous 386 596.63%
Holding current value
$131,599
Previous $18,000 627.78%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 22, 2025
BUY
$48.14 - $49.26 $110,866 - $113,445
2,303 Added 596.63%
2,689 $131,000
Q2 2025

Aug 18, 2025
BUY
$47.54 - $48.72 $18,350 - $18,805
386 New
386 $18,000
Q2 2022

Jul 22, 2022
SELL
$46.98 - $49.67 $16,255 - $17,185
-346 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$49.41 - $52.81 $17,095 - $18,272
346 New
346 $17,000
Q4 2018

Sep 07, 2021
SELL
N/A
-130 Closed
0 $0
Q3 2018

Sep 07, 2021
BUY
N/A
130 New
130 $6,000

Others Institutions Holding CMBS

# of Institutions
109
Shares Held
7.38M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CMBS ETF

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