Geneos Wealth Management Inc. Ishares Tr Global Consumer Sta Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Tr Global Consumer Sta stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,664 shares of KXI stock, worth $171,987. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,664
Previous 2,664 -0.0%
Holding current value
$171,987
Previous $174,000 1.72%
% of portfolio
0.0%
Previous 0.0%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
BUY
$60.73 - $67.45 $107,856 - $119,791
1,776 Added 200.0%
2,664 $174,000
Q1 2025

May 21, 2025
SELL
$58.57 - $64.8 $104,020 - $115,084
-1,776 Reduced 66.67%
888 $56,000
Q1 2025

May 07, 2025
BUY
$58.57 - $64.8 $104,020 - $115,084
1,776 Added 200.0%
2,664 $170,000
Q3 2024

Nov 14, 2024
SELL
$59.84 - $66.17 $11,968 - $13,234
-200 Reduced 18.38%
888 $58,000
Q1 2024

May 03, 2024
SELL
$58.26 - $61.03 $4,602 - $4,821
-79 Reduced 6.77%
1,088 $66,000
Q3 2023

Oct 11, 2023
BUY
$56.84 - $62.6 $4,490 - $4,945
79 Added 7.26%
1,167 $66,000
Q2 2021

Jul 08, 2021
SELL
$58.22 - $62.64 $2,911 - $3,132
-50 Reduced 4.39%
1,088 $66,000
Q4 2020

May 19, 2021
BUY
$53.15 - $58.49 $2,657 - $2,924
50 Added 4.6%
1,138 $63,000
Q3 2020

Sep 07, 2021
SELL
$51.84 - $57.06 $108,864 - $119,826
-2,100 Reduced 65.87%
1,088 $59,000
Q1 2019

Sep 07, 2021
SELL
$45.69 - $51.68 $2.99 Million - $3.39 Million
-65,518 Reduced 95.36%
3,188 $164,000
Q4 2018

Sep 07, 2021
BUY
$44.53 - $50.92 $2.92 Million - $3.34 Million
65,518 Added 2055.14%
68,706 $3.15 Million
Q3 2018

Sep 07, 2021
BUY
$48.92 - $51.07 $102,732 - $107,247
2,100 Added 193.01%
3,188 $160,000
Q2 2018

Sep 07, 2021
BUY
$47.84 - $50.78 $26,024 - $27,624
544 Added 100.0%
1,088 $53,000
Q1 2018

Sep 07, 2021
SELL
$48.45 - $54.53 $46,027 - $51,803
-950 Reduced 63.59%
544 $54,000
Q4 2017

Sep 07, 2021
BUY
$50.45 - $53.42 $47,927 - $50,749
950 Added 174.63%
1,494 $158,000
Q2 2017

Sep 07, 2021
BUY
N/A
70 Added 14.77%
544 $55,000
Q3 2016

Sep 07, 2021
SELL
N/A
-93 Reduced 16.4%
474 $47,000
Q2 2016

Sep 07, 2021
BUY
N/A
93 Added 19.62%
567 $56,000
Q1 2016

Sep 07, 2021
BUY
N/A
474
474 $46,000

Others Institutions Holding KXI

# of Institutions
147
Shares Held
9.37M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR GLOBAL CONSUMER STA

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