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

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Ishares, Inc. Ishares Esg Awar stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 707 shares of ESGE stock, worth $25,190. This represents 0.0% of its overall portfolio holdings.

Number of Shares
707
Previous 676 4.59%
Holding current value
$25,190
Previous $24,000 4.17%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 21, 2025
BUY
$33.39 - $37.66 $1,035 - $1,167
31 Added 4.59%
707 $23,000
Q3 2024

Nov 14, 2024
BUY
$32.04 - $37.11 $7,241 - $8,386
226 Added 50.22%
676 $24,000
Q2 2024

Jul 23, 2024
BUY
$31.14 - $34.36 $1,058 - $1,168
34 Added 8.17%
450 $15,000
Q1 2024

May 03, 2024
SELL
$29.99 - $32.59 $14,845 - $16,132
-495 Reduced 54.34%
416 $13,000
Q4 2023

Jan 26, 2024
BUY
$29.26 - $32.06 $1,170 - $1,282
40 Added 4.59%
911 $29,000
Q3 2023

Oct 11, 2023
BUY
$30.17 - $33.62 $13,968 - $15,566
463 Added 113.48%
871 $26,000
Q2 2023

Aug 08, 2023
SELL
$30.3 - $32.81 $1,636 - $1,771
-54 Reduced 11.69%
408 $12,000
Q1 2023

Apr 25, 2023
SELL
$29.58 - $33.94 $1,922 - $2,206
-65 Reduced 12.33%
462 $14,000
Q4 2022

Jan 30, 2023
BUY
$26.89 - $31.56 $188 - $220
7 Added 1.35%
527 $15,000
Q3 2022

Nov 14, 2022
SELL
$27.67 - $32.89 $7,913 - $9,406
-286 Reduced 35.48%
520 $14,000
Q2 2022

Jul 22, 2022
SELL
$31.92 - $38.05 $1,787 - $2,130
-56 Reduced 6.5%
806 $26,000
Q1 2022

May 16, 2022
SELL
$33.66 - $41.37 $10,939 - $13,445
-325 Reduced 27.38%
862 $31,000
Q4 2021

Feb 09, 2022
BUY
$38.5 - $43.37 $3,503 - $3,946
91 Added 8.3%
1,187 $47,000
Q3 2021

Nov 09, 2021
SELL
$40.74 - $44.79 $1,914 - $2,105
-47 Reduced 4.11%
1,096 $45,000
Q2 2021

Jul 08, 2021
SELL
$42.32 - $45.78 $194,925 - $210,862
-4,606 Reduced 80.12%
1,143 $51,000
Q1 2021

Jun 17, 2021
SELL
$41.83 - $47.19 $60,067 - $67,764
-1,436 Reduced 19.99%
5,749 $252,000
Q4 2020

May 19, 2021
BUY
$35.59 - $41.99 $240,090 - $283,264
6,746 Added 1536.67%
7,185 $64,000
Q3 2018

Sep 07, 2021
BUY
$32.22 - $35.0 $14,144 - $15,365
439 New
439 $14,000

Others Institutions Holding ESGE

# of Institutions
569
Shares Held
99.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES, INC. ISHARES ESG AWAR

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