Geneos Wealth Management Inc. Ishares U.S. Consumer Discreti Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Ishares U.S. Consumer Discreti stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,560 shares of IYC stock, worth $137,342. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,560
Previous 1,560 -0.0%
Holding current value
$137,342
Previous $137,000 8.76%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024
SELL
$76.12 - $88.31 $4,719 - $5,475
-62 Reduced 3.82%
1,560 $137,000
Q2 2024

Jul 23, 2024
SELL
$76.27 - $81.91 $4,881 - $5,242
-64 Reduced 3.8%
1,622 $131,000
Q1 2023

Apr 25, 2023
SELL
$56.77 - $67.68 $19,869 - $23,688
-350 Reduced 17.19%
1,686 $109,000
Q4 2022

Jan 30, 2023
SELL
$55.69 - $63.26 $57,249 - $65,031
-1,028 Reduced 33.55%
2,036 $115,000
Q3 2022

Nov 14, 2022
SELL
$57.71 - $70.4 $4,039 - $4,928
-70 Reduced 2.23%
3,064 $178,000
Q2 2022

Jul 22, 2022
SELL
$55.58 - $76.32 $60,582 - $83,188
-1,090 Reduced 25.8%
3,134 $0
Q1 2022

May 16, 2022
SELL
$67.88 - $85.29 $19,006 - $23,881
-280 Reduced 6.22%
4,224 $316,000
Q3 2021

Nov 09, 2021
SELL
$76.19 - $80.2 $57,599 - $60,631
-756 Reduced 14.37%
4,504 $352,000
Q2 2021

Jul 08, 2021
SELL
$74.19 - $78.41 $11,870 - $12,545
-160 Reduced 2.95%
5,260 $412,000
Q4 2020

May 19, 2021
BUY
$60.62 - $70.5 $191,922 - $223,203
3,166 Added 140.46%
5,420 $405,000
Q3 2020

Sep 07, 2021
SELL
$55.33 - $65.18 $3,651 - $4,301
-66 Reduced 2.84%
2,254 $551,000
Q1 2020

Sep 07, 2021
SELL
$39.8 - $59.67 $26,785 - $40,157
-673 Reduced 22.49%
2,320 $409,000
Q4 2019

Sep 07, 2021
BUY
$53.17 - $57.47 $3,296 - $3,563
62 Added 2.12%
2,993 $687,000
Q3 2019

Sep 07, 2021
SELL
$53.95 - $56.11 $7,283 - $7,574
-135 Reduced 4.4%
2,931 $632,000
Q2 2019

Sep 07, 2021
SELL
N/A
-147 Reduced 4.58%
3,066 $667,000
Q1 2019

Sep 07, 2021
SELL
N/A
-100 Reduced 3.02%
3,213 $656,000
Q4 2018

Sep 07, 2021
BUY
N/A
200 Added 6.42%
3,313 $591,000
Q3 2018

Sep 07, 2021
SELL
N/A
-50 Reduced 1.58%
3,113 $659,000
Q2 2018

Sep 07, 2021
SELL
N/A
-760 Reduced 19.37%
3,163 $612,000
Q1 2018

Sep 07, 2021
SELL
N/A
-148 Reduced 3.64%
3,923 $715,000
Q4 2017

Sep 07, 2021
SELL
N/A
-125 Reduced 2.98%
4,071 $729,000
Q3 2017

Sep 07, 2021
SELL
N/A
-193 Reduced 4.4%
4,196 $688,000
Q2 2017

Sep 07, 2021
SELL
N/A
-62 Reduced 1.39%
4,389 $720,000
Q1 2017

Sep 07, 2021
SELL
N/A
-478 Reduced 9.7%
4,451 $716,000
Q4 2016

Sep 07, 2021
BUY
N/A
224 Added 4.76%
4,929 $744,000
Q3 2016

Sep 07, 2021
SELL
N/A
-68 Reduced 1.42%
4,705 $692,000
Q1 2016

Sep 07, 2021
BUY
N/A
4,773
4,773 $699,000

Others Institutions Holding IYC

# of Institutions
273
Shares Held
9.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES U.S. CONSUMER DISCRETI

IYC Quotes by TradingView
  • Ticker IYC
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYC
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