Geneos Wealth Management Inc. Ishares Tr Global Energy ETF Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 13,501 shares of IXC stock, worth $588,103. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,501
Previous 13,988 3.48%
Holding current value
$588,103
Previous $549,000 2.55%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 22, 2025
SELL
$39.45 - $42.95 $19,212 - $20,916
-487 Reduced 3.48%
13,501 $563,000
Q2 2025

Aug 18, 2025
BUY
$34.69 - $42.32 $47,837 - $58,359
1,379 Added 10.94%
13,988 $549,000
Q1 2025

May 21, 2025
SELL
$38.48 - $42.16 $3,540 - $3,878
-92 Reduced 0.72%
12,609 $530,000
Q1 2025

May 07, 2025
BUY
$38.48 - $42.16 $3,540 - $3,878
92 Added 0.73%
12,701 $534,000
Q4 2024

Jan 21, 2025
BUY
$36.95 - $43.06 $2,327 - $2,712
63 Added 0.5%
12,609 $481,000
Q3 2024

Nov 14, 2024
BUY
$38.94 - $42.35 $22,390 - $24,351
575 Added 4.8%
12,546 $507,000
Q2 2024

Jul 23, 2024
BUY
$39.86 - $44.76 $14,788 - $16,605
371 Added 3.2%
11,971 $496,000
Q4 2023

Jan 26, 2024
SELL
$38.15 - $42.12 $22,890 - $25,272
-600 Reduced 4.92%
11,600 $453,000
Q3 2023

Oct 11, 2023
SELL
$36.21 - $42.19 $80,820 - $94,168
-2,232 Reduced 15.47%
12,200 $503,000
Q2 2023

Aug 08, 2023
SELL
$35.5 - $40.09 $148,035 - $167,175
-4,170 Reduced 22.42%
14,432 $537,000
Q1 2023

Apr 25, 2023
SELL
$34.92 - $41.17 $35,723 - $42,116
-1,023 Reduced 5.21%
18,602 $702,000
Q4 2022

Jan 30, 2023
SELL
$35.16 - $41.98 $56,607 - $67,587
-1,610 Reduced 7.58%
19,625 $765,000
Q3 2022

Nov 14, 2022
BUY
$31.41 - $38.76 $166,567 - $205,544
5,303 Added 33.29%
21,235 $707,000
Q2 2022

Jul 22, 2022
SELL
$32.89 - $42.6 $101,959 - $132,060
-3,100 Reduced 16.29%
15,932 $0
Q1 2022

May 16, 2022
SELL
$28.25 - $37.1 $8,475 - $11,130
-300 Reduced 1.55%
19,032 $688,000
Q4 2021

Feb 09, 2022
BUY
$26.37 - $29.86 $18,459 - $20,902
700 Added 3.76%
19,332 $531,000
Q2 2021

Jul 08, 2021
BUY
$23.96 - $27.78 $13,178 - $15,279
550 Added 3.04%
18,632 $502,000
Q1 2021

Jun 17, 2021
SELL
$20.39 - $26.47 $43,471 - $56,434
-2,132 Reduced 10.55%
18,082 $446,000
Q4 2020

May 19, 2021
SELL
$15.08 - $22.37 $72,640 - $107,756
-4,817 Reduced 19.24%
20,214 $509,000
Q3 2020

Sep 07, 2021
SELL
$16.4 - $20.37 $3,607 - $4,481
-220 Reduced 0.87%
25,031 $415,000
Q2 2020

Sep 07, 2021
BUY
$16.39 - $23.82 $93,423 - $135,774
5,700 Added 29.15%
25,251 $481,000
Q1 2020

Sep 07, 2021
BUY
$12.76 - $31.54 $90,468 - $223,618
7,090 Added 56.9%
19,551 $313,000
Q4 2019

Sep 07, 2021
BUY
$29.05 - $31.8 $76,692 - $83,952
2,640 Added 26.88%
12,461 $384,000
Q3 2019

Sep 07, 2021
SELL
$30.31 - $31.7 $164,734 - $172,289
-5,435 Reduced 35.63%
9,821 $302,000
Q1 2019

Sep 07, 2021
BUY
N/A
4,120 Added 37.0%
15,256 $514,000
Q4 2018

Sep 07, 2021
BUY
N/A
1,825 Added 19.6%
11,136 $325,000
Q3 2018

Sep 07, 2021
BUY
N/A
835 Added 9.85%
9,311 $351,000
Q2 2018

Sep 07, 2021
BUY
N/A
2,608 Added 44.44%
8,476 $316,000
Q1 2018

Sep 07, 2021
SELL
N/A
-100 Reduced 1.68%
5,868 $199,000
Q3 2017

Sep 07, 2021
BUY
N/A
2,679 Added 81.45%
5,968 $202,000
Q2 2017

Sep 07, 2021
SELL
N/A
-880 Reduced 21.11%
3,289 $102,000
Q4 2016

Sep 07, 2021
BUY
N/A
765 Added 22.47%
4,169 $145,000
Q3 2016

Sep 07, 2021
BUY
N/A
615 Added 22.05%
3,404 $111,000
Q2 2016

Sep 07, 2021
SELL
N/A
-1,260 Reduced 31.12%
2,789 $90,000
Q1 2016

Sep 07, 2021
BUY
N/A
4,049
4,049 $117,000

Others Institutions Holding IXC

# of Institutions
346
Shares Held
28.3M
Call Options Held
18.4K
Put Options Held
100
View Full List

About ISHARES TR GLOBAL ENERGY ETF

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