Geneos Wealth Management Inc. Ishares Trust Ishares Esg Awar Transaction History

Geneos Wealth Management Inc.

  • $2.6 Billion
  • Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 738 shares of ESGD stock, worth $56,324. This represents 0.0% of its overall portfolio holdings.

Number of Shares
738
Previous 437 68.88%
Holding current value
$56,324
Previous $34,000 82.35%
% of portfolio
0.0%
Previous 0.0%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$75.63 - $84.89 $22,764 - $25,551
301 Added 68.88%
738 $62,000
Q2 2024

Jul 23, 2024
BUY
$76.22 - $82.36 $1,067 - $1,153
14 Added 3.31%
437 $34,000
Q1 2024

May 03, 2024
SELL
$73.39 - $80.18 $41,465 - $45,301
-565 Reduced 57.19%
423 $33,000
Q4 2023

Jan 26, 2024
BUY
$65.9 - $75.7 $3,426 - $3,936
52 Added 5.56%
988 $74,000
Q3 2023

Oct 11, 2023
BUY
$68.87 - $74.82 $36,225 - $39,355
526 Added 128.29%
936 $64,000
Q4 2022

Jan 30, 2023
BUY
$55.83 - $67.96 $1,954 - $2,378
35 Added 9.33%
410 $26,000
Q3 2022

Nov 14, 2022
SELL
$55.75 - $67.2 $5,240 - $6,316
-94 Reduced 20.04%
375 $21,000
Q1 2022

May 16, 2022
SELL
$67.21 - $80.45 $23,725 - $28,398
-353 Reduced 42.94%
469 $34,000
Q4 2021

Feb 09, 2022
SELL
$76.64 - $82.32 $28,356 - $30,458
-370 Reduced 31.04%
822 $65,000
Q3 2021

Nov 09, 2021
BUY
$77.09 - $82.48 $3,006 - $3,216
39 Added 3.38%
1,192 $93,000
Q2 2021

Jul 08, 2021
SELL
$76.82 - $82.21 $194,969 - $208,648
-2,538 Reduced 68.76%
1,153 $91,000
Q1 2021

Jun 17, 2021
SELL
$72.34 - $76.86 $16,855 - $17,908
-233 Reduced 5.94%
3,691 $288,000
Q4 2020

May 19, 2021
BUY
$61.15 - $73.67 $178,619 - $215,190
2,921 Added 291.23%
3,924 $85,000
Q2 2020

Sep 07, 2021
BUY
$50.54 - $64.22 $13,898 - $17,660
275 Added 37.77%
1,003 $60,000
Q3 2019

Sep 07, 2021
SELL
$60.17 - $65.28 $60,170 - $65,280
-1,000 Reduced 57.87%
728 $46,000
Q1 2019

Sep 07, 2021
SELL
$56.62 - $63.97 $8,493 - $9,595
-150 Reduced 7.99%
1,728 $109,000
Q4 2018

Sep 07, 2021
SELL
$55.2 - $66.33 $276 - $331
-5 Reduced 0.27%
1,878 $107,000
Q3 2018

Sep 07, 2021
BUY
$63.67 - $66.99 $42,849 - $45,084
673 Added 55.62%
1,883 $124,000
Q2 2018

Sep 07, 2021
SELL
$64.52 - $69.36 $27,743 - $29,824
-430 Reduced 26.22%
1,210 $78,000
Q1 2018

Sep 07, 2021
BUY
$65.66 - $72.49 $3,939 - $4,349
60 Added 3.8%
1,640 $110,000
Q4 2017

Sep 07, 2021
BUY
$66.07 - $68.32 $28,410 - $29,377
430 Added 37.39%
1,580 $107,000
Q3 2017

Sep 07, 2021
BUY
$65.54 - $66.25 $65,540 - $66,250
1,000 Added 666.67%
1,150 $76,000
Q2 2017

Sep 07, 2021
BUY
N/A
150
150 $9,000

Others Institutions Holding ESGD

# of Institutions
635
Shares Held
93.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

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