Geneos Wealth Management Inc. Ishares Esg Aware Msci Usa Sma Transaction History

Geneos Wealth Management Inc.

  • $2.6 Billion
  • Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 858 shares of ESML stock, worth $35,641. This represents 0.0% of its overall portfolio holdings.

Number of Shares
858
Previous 425 101.88%
Holding current value
$35,641
Previous $16,000 118.75%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024
BUY
$38.03 - $42.06 $16,466 - $18,211
433 Added 101.88%
858 $35,000
Q2 2024

Jul 23, 2024
BUY
$36.99 - $39.96 $36 - $39
1 Added 0.24%
425 $16,000
Q1 2024

May 03, 2024
BUY
$36.33 - $40.27 $36 - $40
1 Added 0.24%
424 $17,000
Q4 2023

Jan 26, 2024
BUY
$30.96 - $38.59 $123 - $154
4 Added 0.95%
423 $16,000
Q2 2023

Aug 08, 2023
SELL
$32.46 - $35.52 $1,980 - $2,166
-61 Reduced 12.71%
419 $14,000
Q1 2023

Apr 25, 2023
BUY
$32.27 - $37.51 $64 - $75
2 Added 0.42%
480 $16,000
Q4 2022

Jan 30, 2023
BUY
$31.03 - $35.26 $1,055 - $1,198
34 Added 7.66%
478 $15,000
Q3 2022

Nov 14, 2022
BUY
$30.47 - $36.87 $60 - $73
2 Added 0.45%
444 $13,000
Q2 2022

Jul 22, 2022
BUY
$30.34 - $38.42 $1,183 - $1,498
39 Added 9.68%
442 $13,000
Q1 2022

May 16, 2022
SELL
$35.57 - $40.83 $1,707 - $1,959
-48 Reduced 10.64%
403 $15,000
Q4 2021

Feb 09, 2022
BUY
$38.24 - $42.82 $535 - $599
14 Added 3.2%
451 $18,000
Q3 2021

Nov 09, 2021
BUY
$37.66 - $40.76 $37 - $40
1 Added 0.23%
437 $17,000
Q1 2021

Jun 17, 2021
BUY
$33.7 - $40.38 $6,200 - $7,429
184 Added 73.02%
436 $17,000
Q4 2020

May 19, 2021
BUY
$26.87 - $34.54 $6,771 - $8,704
252 New
252 $9,000

Others Institutions Holding ESML

# of Institutions
414
Shares Held
34.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG AWARE MSCI USA SMA

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