Geneos Wealth Management Inc. Ishares Currency Hedged Msci E Transaction History

Geneos Wealth Management Inc.

  • $3.85 Billion
  • Q4 2025

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 139,508 shares of HEFA stock, worth $5.74 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
139,508
Previous 113,315 23.12%
Holding current value
$5.74 Million
Previous $4.49 Million 27.9%
% of portfolio
0.15%
Previous 0.12%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 28, 2026
BUY
$39.63 - $41.86 $1.04 Million - $1.1 Million
26,193 Added 23.12%
139,508 $5.74 Million
Q3 2025

Oct 22, 2025
BUY
$37.2 - $39.61 $185,590 - $197,614
4,989 Added 4.61%
113,315 $4.49 Million
Q2 2025

Aug 18, 2025
SELL
$32.11 - $38.21 $181,774 - $216,306
-5,661 Reduced 4.97%
108,326 $4.11 Million
Q1 2025

May 21, 2025
SELL
$34.83 - $37.52 $114,939 - $123,816
-3,300 Reduced 2.81%
113,987 $4.14 Million
Q1 2025

May 07, 2025
BUY
$34.83 - $37.52 $4.07 Million - $4.38 Million
116,846 Added 26495.69%
117,287 $4.26 Million
Q4 2024

Jan 21, 2025
BUY
$34.42 - $35.88 $9,809 - $10,225
285 Added 182.69%
441 $15,000
Q3 2024

Nov 14, 2024
BUY
$32.34 - $35.85 $97 - $107
3 Added 1.96%
156 $5,000
Q2 2024

Jul 23, 2024
BUY
$33.83 - $35.94 $5,175 - $5,498
153 New
153 $5,000
Q4 2023

Jan 26, 2024
SELL
$28.86 - $31.76 $1,645 - $1,810
-57 Reduced 2.84%
1,953 $61,000
Q2 2023

Aug 08, 2023
SELL
$29.32 - $31.08 $12,959 - $13,737
-442 Reduced 18.03%
2,010 $62,000
Q1 2023

Apr 25, 2023
BUY
$27.47 - $29.65 $67,356 - $72,701
2,452 New
2,452 $72,000
Q3 2022

Nov 14, 2022
BUY
$29.89 - $33.24 $2,839 - $3,157
95 New
95 $2,000
Q3 2020

Sep 07, 2021
SELL
$26.72 - $28.26 $23,967 - $25,349
-897 Closed
0 $0
Q2 2019

Sep 07, 2021
BUY
$28.47 - $29.96 $25,537 - $26,874
897 New
897 $26,000
Q1 2018

Sep 07, 2021
SELL
$27.69 - $30.85 $1.93 Million - $2.16 Million
-69,859 Closed
0 $0
Q4 2017

Sep 07, 2021
BUY
$29.04 - $30.17 $2.03 Million - $2.11 Million
69,859 New
69,859 $2.07 Million
Q2 2017

Sep 07, 2021
SELL
N/A
-40 Closed
0 $0
Q1 2017

Sep 07, 2021
BUY
N/A
40
40 $1,000

Others Institutions Holding HEFA

# of Institutions
473
Shares Held
148M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CURRENCY HEDGED MSCI E

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