Geneos Wealth Management Inc. Msci Eafe Value ETF Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 69,705 shares of EFV stock, worth $4.9 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
69,705
Previous 68,598 1.61%
Holding current value
$4.9 Million
Previous $4.35 Million 8.59%
% of portfolio
0.13%
Previous 0.11%

Shares

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

Oct 22, 2025
BUY
$62.79 - $68.42 $69,508 - $75,740
1,107 Added 1.61%
69,705 $4.73 Million
Q2 2025

Aug 18, 2025
BUY
$52.4 - $64.65 $8,226 - $10,150
157 Added 0.23%
68,598 $4.35 Million
Q1 2025

May 21, 2025
SELL
$51.88 - $60.73 $94,629 - $110,771
-1,824 Reduced 2.6%
68,441 $4.03 Million
Q1 2025

May 07, 2025
BUY
$51.88 - $60.73 $88,144 - $103,180
1,699 Added 2.48%
70,265 $4.14 Million
Q4 2024

Jan 21, 2025
BUY
$51.78 - $57.15 $43,495 - $48,006
840 Added 1.24%
68,566 $3.6 Million
Q3 2024

Nov 14, 2024
BUY
$51.72 - $57.96 $171,400 - $192,079
3,314 Added 5.15%
67,726 $3.9 Million
Q2 2024

Jul 23, 2024
BUY
$52.34 - $56.41 $84,058 - $90,594
1,606 Added 2.56%
64,412 $3.42 Million
Q1 2024

May 03, 2024
BUY
$50.46 - $54.5 $328,292 - $354,577
6,506 Added 11.56%
62,806 $3.42 Million
Q4 2023

Jan 26, 2024
BUY
$46.57 - $52.25 $44,148 - $49,533
948 Added 1.71%
56,300 $2.93 Million
Q3 2023

Oct 11, 2023
BUY
$47.71 - $51.06 $75,954 - $81,287
1,592 Added 2.96%
55,352 $2.71 Million
Q2 2023

Aug 08, 2023
SELL
$47.6 - $50.24 $10,757 - $11,354
-226 Reduced 0.42%
53,760 $2.63 Million
Q1 2023

Apr 25, 2023
BUY
$45.61 - $50.02 $603,557 - $661,914
13,233 Added 32.47%
53,986 $2.62 Million
Q4 2022

Jan 30, 2023
BUY
$38.5 - $46.73 $54,747 - $66,450
1,422 Added 3.62%
40,753 $1.87 Million
Q3 2022

Nov 14, 2022
BUY
$38.45 - $45.24 $346 - $407
9 Added 0.02%
39,331 $1.52 Million
Q2 2022

Jul 22, 2022
SELL
$43.33 - $50.78 $26,171 - $30,671
-604 Reduced 1.51%
39,322 $1.71 Million
Q1 2022

May 16, 2022
SELL
$45.64 - $53.35 $699,341 - $817,482
-15,323 Reduced 27.73%
39,926 $2.01 Million
Q4 2021

Feb 09, 2022
SELL
$48.8 - $52.57 $3.54 Million - $3.81 Million
-72,512 Reduced 56.76%
55,249 $2.78 Million
Q3 2021

Nov 09, 2021
BUY
$49.8 - $52.99 $216,082 - $229,923
4,339 Added 3.52%
127,761 $6.51 Million
Q2 2021

Jul 08, 2021
SELL
$51.35 - $54.74 $13.3 Million - $14.2 Million
-259,803 Reduced 67.79%
123,422 $6.42 Million
Q1 2021

Jun 17, 2021
BUY
$46.93 - $51.65 $731,779 - $805,378
15,593 Added 4.24%
383,225 $19.9 Million
Q4 2020

May 19, 2021
BUY
$38.61 - $47.72 $11.6 Million - $14.3 Million
299,408 Added 438.86%
367,632 $5.96 Million
Q3 2020

Sep 07, 2021
BUY
$39.83 - $42.77 $68,467 - $73,521
1,719 Added 2.58%
68,224 $2.72 Million
Q2 2020

Sep 07, 2021
BUY
$33.95 - $43.67 $115,328 - $148,346
3,397 Added 5.38%
66,505 $2.63 Million
Q1 2020

Sep 07, 2021
BUY
$30.99 - $50.45 $56,184 - $91,465
1,813 Added 2.96%
63,108 $2.24 Million
Q4 2019

Sep 07, 2021
BUY
$45.9 - $50.59 $65,682 - $72,394
1,431 Added 2.39%
61,295 $3.07 Million
Q3 2019

Sep 07, 2021
BUY
$43.89 - $48.71 $143,256 - $158,989
3,264 Added 5.77%
59,864 $2.83 Million
Q2 2019

Sep 07, 2021
BUY
$46.67 - $50.58 $131,562 - $142,585
2,819 Added 5.24%
56,600 $2.72 Million
Q1 2019

Sep 07, 2021
BUY
$44.87 - $49.81 $80,541 - $89,408
1,795 Added 3.45%
53,781 $2.63 Million
Q4 2018

Sep 07, 2021
BUY
$43.66 - $52.0 $155,342 - $185,016
3,558 Added 7.35%
51,986 $2.35 Million
Q3 2018

Sep 07, 2021
BUY
$49.68 - $52.91 $193,901 - $206,507
3,903 Added 8.77%
48,428 $2.51 Million
Q2 2018

Sep 07, 2021
BUY
$50.85 - $56.38 $28,730 - $31,854
565 Added 1.29%
44,525 $2.29 Million
Q1 2018

Sep 07, 2021
BUY
$53.17 - $59.57 $481,773 - $539,763
9,061 Added 25.96%
43,960 $2.4 Million
Q4 2017

Sep 07, 2021
BUY
$54.08 - $55.77 $631,492 - $651,226
11,677 Added 50.28%
34,899 $1.93 Million
Q3 2017

Sep 07, 2021
BUY
$53.95 - $54.6 $235,168 - $238,001
4,359 Added 23.11%
23,222 $1.27 Million
Q2 2017

Sep 07, 2021
BUY
N/A
1,492 Added 8.59%
18,863 $975,000
Q1 2017

Sep 07, 2021
BUY
N/A
104 Added 0.6%
17,371 $873,000
Q4 2016

Sep 07, 2021
BUY
N/A
1,474 Added 9.33%
17,267 $815,000
Q3 2016

Sep 07, 2021
BUY
N/A
1,755 Added 12.5%
15,793 $729,000
Q2 2016

Sep 07, 2021
BUY
N/A
3,037 Added 27.61%
14,038 $603,000
Q1 2016

Sep 07, 2021
BUY
N/A
11,001
11,001 $486,000

Others Institutions Holding EFV

# of Institutions
1,276
Shares Held
350M
Call Options Held
1.22M
Put Options Held
0
View Full List

About MSCI EAFE VALUE ETF

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