Geneos Wealth Management Inc. Ishares Tr Msci Eafe ETF Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 150,168 shares of EFA stock, worth $11.7 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
150,168
Previous 141,765 5.93%
Holding current value
$11.7 Million
Previous $11.9 Million 4.23%
% of portfolio
0.41%
Previous 0.46%

Shares

36 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$75.1 - $82.99 $631,065 - $697,364
8,403 Added 5.93%
150,168 $11.4 Million
Q3 2024

Nov 14, 2024
BUY
$75.32 - $84.37 $43,986 - $49,272
584 Added 0.41%
141,765 $11.9 Million
Q2 2024

Jul 23, 2024
SELL
$76.09 - $82.16 $298,044 - $321,820
-3,917 Reduced 2.7%
141,181 $11.1 Million
Q1 2024

May 03, 2024
SELL
$73.11 - $80.04 $3.13 Million - $3.43 Million
-42,824 Reduced 22.79%
145,098 $11.6 Million
Q4 2023

Jan 26, 2024
SELL
$65.84 - $75.47 $1.37 Million - $1.57 Million
-20,835 Reduced 9.98%
187,922 $14.2 Million
Q3 2023

Oct 11, 2023
BUY
$68.56 - $74.46 $71,439 - $77,587
1,042 Added 0.5%
208,757 $14.4 Million
Q2 2023

Aug 08, 2023
BUY
$70.67 - $73.9 $9.93 Million - $10.4 Million
140,452 Added 208.81%
207,715 $15.1 Million
Q1 2023

Apr 25, 2023
SELL
$66.22 - $72.19 $5.51 Million - $6.01 Million
-83,243 Reduced 55.31%
67,263 $4.81 Million
Q4 2022

Jan 30, 2023
BUY
$55.71 - $67.79 $147,352 - $179,304
2,645 Added 1.79%
150,506 $9.88 Million
Q3 2022

Nov 14, 2022
SELL
$55.54 - $66.76 $143,182 - $172,107
-2,578 Reduced 1.71%
147,861 $8.28 Million
Q2 2022

Jul 22, 2022
BUY
$61.48 - $74.59 $144,232 - $174,988
2,346 Added 1.58%
150,439 $9.4 Million
Q1 2022

May 16, 2022
SELL
$66.84 - $79.66 $677,423 - $807,354
-10,135 Reduced 6.41%
148,093 $10.9 Million
Q4 2021

Feb 09, 2022
BUY
$76.4 - $81.83 $268,164 - $287,223
3,510 Added 2.27%
158,228 $12.6 Million
Q3 2021

Nov 09, 2021
BUY
$76.9 - $82.13 $20,916 - $22,339
272 Added 0.18%
154,718 $12.1 Million
Q2 2021

Jul 08, 2021
BUY
$76.86 - $81.95 $221,664 - $236,343
2,884 Added 1.9%
154,446 $12.3 Million
Q1 2021

Jun 17, 2021
BUY
$72.39 - $76.92 $7,962 - $8,461
110 Added 0.07%
151,562 $11.8 Million
Q4 2020

May 19, 2021
BUY
$61.39 - $73.52 $3.21 Million - $3.84 Million
52,226 Added 52.63%
151,452 $11.1 Million
Q3 2020

Sep 07, 2021
SELL
$61.1 - $65.92 $324,807 - $350,430
-5,316 Reduced 5.09%
99,226 $6.26 Million
Q2 2020

Sep 07, 2021
BUY
$50.9 - $64.65 $1.86 Million - $2.37 Million
36,590 Added 53.85%
104,542 $6.33 Million
Q1 2020

Sep 07, 2021
BUY
$46.5 - $70.38 $96,022 - $145,334
2,065 Added 3.13%
67,952 $3.59 Million
Q4 2019

Sep 07, 2021
SELL
$63.25 - $69.66 $72,041 - $79,342
-1,139 Reduced 1.7%
65,887 $4.59 Million
Q3 2019

Sep 07, 2021
SELL
$61.3 - $66.68 $212,343 - $230,979
-3,464 Reduced 4.91%
67,026 $4.35 Million
Q2 2019

Sep 07, 2021
SELL
$63.4 - $66.99 $67,204 - $71,009
-1,060 Reduced 1.48%
70,490 $4.63 Million
Q1 2019

Sep 07, 2021
SELL
$58.13 - $65.61 $815,156 - $920,049
-14,023 Reduced 16.39%
71,550 $4.64 Million
Q4 2018

Sep 07, 2021
BUY
$56.89 - $68.07 $4,323 - $5,173
76 Added 0.09%
85,573 $5.02 Million
Q3 2018

Sep 07, 2021
SELL
$65.43 - $68.98 $27,153 - $28,626
-415 Reduced 0.48%
85,497 $5.81 Million
Q2 2018

Sep 07, 2021
BUY
$66.35 - $71.9 $282,783 - $306,437
4,262 Added 5.22%
85,912 $5.76 Million
Q1 2018

Sep 07, 2021
BUY
$67.94 - $75.25 $1.16 Million - $1.28 Million
17,074 Added 26.44%
81,650 $5.69 Million
Q4 2017

Sep 07, 2021
BUY
$68.42 - $70.8 $212,102 - $219,480
3,100 Added 5.04%
64,576 $4.54 Million
Q3 2017

Sep 07, 2021
SELL
$66.39 - $68.48 $29,012 - $29,925
-437 Reduced 0.71%
61,476 $4.24 Million
Q2 2017

Sep 07, 2021
BUY
N/A
7,892 Added 14.61%
61,913 $4.04 Million
Q1 2017

Sep 07, 2021
BUY
N/A
2,453 Added 4.76%
54,021 $3.37 Million
Q4 2016

Sep 07, 2021
BUY
N/A
1,472 Added 2.94%
51,568 $2.98 Million
Q3 2016

Sep 07, 2021
SELL
N/A
-823 Reduced 1.62%
50,096 $2.96 Million
Q2 2016

Sep 07, 2021
BUY
N/A
587 Added 1.17%
50,919 $2.84 Million
Q1 2016

Sep 07, 2021
BUY
N/A
50,332
50,332 $2.85 Million

Others Institutions Holding EFA

# of Institutions
2,127
Shares Held
571M
Call Options Held
74.2M
Put Options Held
110M
View Full List

About ISHARES TR MSCI EAFE ETF

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